Bringing you live news and features since 2006 

SEI adds absolute return strategies


SEI has added absolute return strategies to its goals-based strategic portfolios with the aim of delivering further diversification and exposure to long-term capital growth whilst reducing risk.

In addition to existing asset classes, such as equity, fixed income, liquidity and property, SEI has added a portfolio of absolute return strategies – equity long/short, equity market neutral, credit long/short, and global macro funds – which use the full investment capabilities of Ucits III.

The SEI strategic portfolios are seven funds that embrace SEI’s goals-based investment philosophy, which combines modern portfolio theory with behavioural finance. Designed to meet a wide range of investor risk profiles and financial goals, the portfolios aim to help advisers provide tailored client recommendations with a scalable, risk-managed investment solution and process.

This latest enhancement provides an exposure of up to ten per cent in the Conservative, Moderate, Core and Balanced portfolios. 

Other absolute return strategies may be added in the future to take advantage of opportunities throughout the economic cycle.

Cedric Bucher, director of client investment strategy, SEI global wealth services, says: "Absolute return strategies are an excellent addition to the portfolios, providing further opportunity to diversify risk. The universe of Ucits funds that employ absolute return strategies has grown significantly over the past three years, providing the opportunity for broader screening and better portfolio construction in the context of a multi-asset portfolio.

"In order to screen such a diverse universe in terms of quality of strategies and experience of managers, institutional investment process and operational due diligence is critical. With our highly qualified investment team of nearly 100 people, we are able to research in excess of 500 absolute return strategies globally, providing a much broader opportunity than the funds available in the IMA absolute return sector alone."

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by