SEI’s Strategic Portfolios provide investors with seven core investment options designed to meet a wide range of financial goals.
Extending across the spectrum of risk profiles and ranging from Defensive to Aggressive, the funds help you and your clients to take a rigorous and objective investment approach with the aim of maximising returns, limiting volatility and managing investment risk.
With SEI’s manager-of-managers approach you can be confident that whatever SEI Strategic Portfolio you select, it will be managed by some of the world’s very best fund managers.
Click here to read more about the funds SEI Strategic Portfolios.pdf
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Philosophy
We apply our investment approach consistently to all our portfolios and funds regardless of size or type. We believe that clients seek an optimal mix of income, growth and capital preservation. We believe this is best achieved by actively managing broadly-diversified portfolios across all the main asset classes and types of liquid investments.
Active management
means constantly reviewing markets and portfolios and being ready and able to make changes whenever required. We are active at both the asset allocation and the security selection level. This approach provides professional advisers and their clients with peace of mind
Diversification
helps to reduce risk and enhance performance by ensuring portfolios are exposed to several asset classes such as equities, bonds, commodities and funds. Within each asset class we select the best individual investments using our own research.
Liquid investments
are those that are easy to buy and sell quickly. By focusing on liquid investments we are able to react to events quickly, and if necessary, simply sell and return to cash as a safe harbour.
Expertise
Our 50-strong team of investment professionals has extensive experience across all asset classes. This experience ranges from macro-economic analysis and global asset allocation to research within equities, fixed income, commodities and funds managed by third party managers. Our risk management framework ensures that portfolios adhere to the objectives agreed with clients and helps our investment managers identify and manage risks within portfolios.
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7IM Strategies: What does this mean for your money?
Firstly it means that any portfolio we manage for you, or any 7IM fund that you hold, will invest across many asset classes and across many countries. This is known as diversification - also known as not putting all your eggs in one basket. Traditionally, private client money was invested across two asset classes: UK based equities ("shares") and bonds ("fixed income"). Property and cash would sometimes be added to bring the asset classes up to four.
We think two to four asset classes simply don't give the spread of risk (and potential rewards) that clients need in today's uncertain times. So we have added at least another seven asset classes to our portfolios.
By harnessing the research and brain power of external experts at Ibbotson Associates and the 7IM Asset Allocation Committee as well as our own highly regarded Investment Management Team, we have pushed the boundaries of building optimal portfolios.
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Our active investment strategies include equity, fixed income, multi asset and total return. Generating an information advantage is fundamental to our investment philosophy and is achieved via specialized in-house research teams across the globe. In addition to in-depth analysis across all economic sectors, our unique GrassrootsSM Research1 offers insight that extends far beyond fundamental analysis. Based on over 350 interviews per year with customers, vendors and key opinion-leaders on the prospects of potential investment targets, GrassrootsSM Research complements our economic research and provides a firmer basis for investment decisions. Our Sustainability research ensures we have a solid view on the impact of environmental, social and governance factors. Completing the picture, our Multi Asset & Fixed Income research looks at active asset allocation, dynamic risk budgeting, and alternative asset classes.
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Cazenove Capital is an independent investment business. We remain focused on what we do best – delivering products with a strong emphasis on risk management. Our carefully selected fund managers are vastly experienced many receiving awards and ratings as a result of their investment expertise. We specialise in three key investment areas:
- Pan-European equities
- Fixed income
- Multi-manager
Our business is built on the ethos of mutual trust and confidence – our focus is, and will always remain, the continued prosperity and well-being of our clients. We will not grow our business beyond a level which would adversely impact our clients’ interests.
We are also committed to the Treating Customers Fairly (TCF) initiative, which aims to raise standards in the way organisations carry out their business. Introducing these changes will benefit consumers and increase their confidence in the financial services industry.
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