Not too hot, not too cold – is this balanced approach just right?

SEI’s multi-manager, multi-asset class balanced mandate goes for goldilocks amidst the market uncertainty

Diana Cawfield 3 October, 2019 | 1:59AM
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Stack of rocks

Given market fluctuations and ongoing talk over a downturn in the global markets, many investors may be viewing their portfolios with concern. To mitigate a myriad of unforeseen risks, James Smigiel, chief investment officer of non-traditional strategies at SEI Investments Management Corp., focuses on asset allocation in the gold-rated SEI Balanced F fund-of-funds mandate.  

“It’s definitely a multi-manager and a multi-asset class fund,” says Smigiel, based in Pennsylvania. “This is a balanced approach, so we don’t want to be too far on the risk spectrum. So even within the equity, we’re going to tilt a little bit more towards higher-quality companies, because this is really not a completely conservative investment and certainly not a very aggressive investment.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Amazon.com Inc3,190.49 USD0.00Rating
Bank of Nova Scotia79.45 CAD0.00Rating
Johnson & Johnson170.27 USD0.00Rating
Microsoft Corp247.18 USD0.00Rating
Royal Bank of Canada120.38 CAD0.00Rating
SEI Canadian Equity Class F28.53 CAD-0.39Rating
SEI Global Managed Volatility Class F20.22 CAD-0.15Rating
SEI Neutral Balanced F8.03 CAD-0.46Rating
SEI US High Yield Bond Class F12.87 CAD-0.44Rating
SEI US Large Company Eq Class F13.05 CAD-1.21Rating
The Toronto-Dominion Bank85.80 CAD0.00Rating

About Author

Diana Cawfield

Diana Cawfield  Diana Cawfield is an award-winning writer who has been a regular Morningstar contributor since 2000. Her numerous publication credits include the Toronto StarAdvisor's Edge and Chatelaine, as well as the Canadian Securities Institute's online educational services.

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