About SEI®
SEI® (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI helps clients more effectively deploy their capital, whether that is money, time, or talent, so they can better serve their clients and achieve their growth objectives. As of 30 June 2026, SEI manages, advises, or administers approximately $2.1 trillion in assets.
SEI offers a range of investment management capabilities to institutional and intermediary investors globally. At the forefront of SEI's ETF range, its Quantitative Investment Management (QiM) approach combines data-driven research, factor investing and portfolio optimisation to identify enduring sources of return and build portfolios designed to deliver consistent risk-adjusted outcomes across market environments.
Philosophy
Decades of evidence show companies with strong fundamentals, sensible valuations and durable trends tend to outperform over time. Our investment approach is rooted in that simple idea: buy sound, avoid fragile and stay disciplined. We rely on evidence, data, and a “margin of safety”. The tools we use are quantitative but the philosophy is unmistakably traditional:
Invest on rational grounds, avoid unnecessary risks, and stay disciplined.
Process
We do not seek to predict the market. Instead, we apply enduring principles through a modern, evidence-based framework designed to build resilience and reduce fragility.
While quantitative at its core, our portfolios are overseen by skilled managers who ensure the process operates as intended.
Our portfolios are:
- Single-focused, yet always multifactor
- Active and adaptive
- Integrated and risk-managed