.afcls-3{fill-rule:evenodd}.bycls-1{fill:none} Our solutions Who we serve Insights Investor relations Discover SEI Search US - English Goals-based Investing Organizing resources against goals what we do investment management philosophy and process Traditional finance, meet behavioral theory. No two investors have the exact same goals – and meeting different goals requires different risk tolerances and investment strategies. That’s why we organize resources against personal and organizational goals – think of it as putting money to work in order to achieve specific objectives like meeting your company's pension obligations, funding your foundation's charitable endeavors or paying for your child's education. We've been on the leading edge of the goals-based movement, authoring a 2003 paper, Goals-based Investing: Integrating Traditional and Behavioral Finance. Goals-based investing empowers intermediaries, institutions and individuals alike to focus on what really matters -- achieving goals. And when you marry those goals with our global economic perspective, it's a powerful framework that: Improves on traditional portfolio construction, as it places a larger emphasis on alignment with investor goals Incorporates cutting-edge insights from behavioral finance Helps keeps investors focused on the right things For intermediaries, this approach can differentiate you and help you build deeper relationships with your clients. For institutions, endowments and foundations, it's about matching liabilities with funding. For investors, it's a way to stop worrying about beating a benchmark (or agonizing over market fluctuations), and instead focus on achieving your goals. Legal Note This material is not intended to be a forecast of future events, a guarantee of future results and should not be relied upon by the reader as research or investment advice. It is intended for educational purposes only and is provided by SEI Investments Management Corporation (SIMC), a registered investment adviser and wholly owned subsidiary of SEI Investments Company. MORE IN GOALS-BASED INVESTING Goals-based Investing for Affluent Families and Individuals All your investments are not created equal - we match your investments to your goals Goals-Based Investing for Financial Advisors Our 5-step process fosters more meaningful conversations with clients about their life and wealth goals MORE IN PHILOSOPHY AND PROCESS ACTIVE ASSET ALLOCATION ACTIVE INVESTMENT MANAGER SELECTION ACTIVE PORTFOLIO CONSTRUCTION AND MANAGEMENT ACTIVE PORTFOLIO DESIGN ACTIVE RISK MANAGEMENT GOALS-BASED INVESTING Share on Linkedin Share on Facebook Share on Twitter Share via Email Print this page Investor relations Help for clients Locations Fund documents COVID-19 update Contact us Careers Cookie policy Privacy policy Accessibility statement Inclusion policy Terms of use © 2021 SEI We use cookies to collect and analyze information on site performance and usage, and to enhance and customize content and advertising. By browsing our site or by clicking the OK button, you agree to the use of our cookies. To find out more or to change your cookie settings, visit our cookie policy page. OK