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

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 Inc2,043.00 USD0.00
Bank of Nova Scotia56.40 CAD0.00
Johnson & Johnson143.26 USD0.00
Microsoft Corp165.13 USD0.00
Royal Bank of Canada87.41 CAD0.00
SEI Balanced F6.96 CAD1.30
SEI Canadian Equity Class F20.55 CAD1.96
SEI Global Managed Volatility Class F18.63 CAD2.56
SEI US High Yield Bond Class F13.24 CAD0.74
SEI US Large Company Eq Class F10.97 CAD4.09
The Toronto-Dominion Bank60.01 CAD0.00

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.