SEI Announces 10th Year of US Managed Volatility Fund

New Post Public Reply Private Reply Replies (0) Message Board
News Desk 2018
SEI Announces 10th Year of US Managed Volatility Fund

OAKS, PA--(Marketwired - Nov 20, 2014) - As the markets continue to experience increased volatility, SEI ( NASDAQ : SEIC ) announced today that its SIMT U.S. Managed Volatility Fund (Managed Volatility) is now in its 10 th year. Launched on Oct. 28, 2004, as one of the first funds that invested primarily in low volatility stocks, the fund has consistently delivered on expectations. The growing adoption of managed volatility strategies as a whole has coincided with investors' demands for lower risk investments without sacrificing significant return opportunities. The success of SEI's Managed Volatility fund demonstrates the company's ability to continually innovate in the face of changing market conditions and investor expectations. 

"We were on the leading edge of the managed volatility trend long before many had even identified it and we remain a leader in the space," said Kevin Barr , Executive Vice President, SEI's Investment Management Unit. "We believe that managed volatility strategies remain a strong opportunity for investors as the markets continue to fluctuate, and our results speak for themselves."

"The concept of managed volatility was originally made around the observation that lower volatility stocks tended to be undervalued relative to higher volatility stocks," commented Eugene Barbaneagra, SEI Portfolio Manager. "This was attributed to a behavioral phenomenon known as the 'lottery effect,' where investors essentially overpay for higher volatility stocks in hopes of larger returns, which leaves lower volatility stocks undervalued. By creating our Managed Volatility Fund, the goal was to capture this pricing anomaly and provide equity-like returns, but with less volatility."

"It's always our goal to offer cutting-edge products to advisors that allow them to add value and adapt to the changing needs of investors," said Kevin Crowe , Head of Product Development, SEI Advisor Network . "We were well ahead of the curve with our development of this fund and including it as an integral component of our goals-based portfolios. Furthermore, we remain committed to generatinginnovative investment strategies that anticipate clients' needs."

Since 2007, the number of managed volatility funds on the market has grown from only a handful to more than two dozen. Being one of the first to implement this strategy, SEI has continued to deliver innovations designed to deliver better results for investors. In addition to keeping pace with the equity markets, the fund has also experienced a considerably lower level of monthly volatility than its benchmark, resulting in significantly higher risk-adjusted returns .The fund, which employs a stability-focused strategy, uses a multi-manager approach to portfolio construction and provides diversification by avoiding overconcentration in a single investment style, sector, or market trend.

SEI has also introduced a Tax-Managed Managed Volatility Fund and a Global Managed Volatility Fund to complement this unique managed volatility investment approach. 

About The SEI Advisor Network The SEI Advisor Network provides financial advisors with turnkey wealth management services through outsourced investment strategies, administration and technology platforms, and practice management programs. It is through these services that SEI helps advisors save time, grow revenues, and differentiate themselves in the market. With a history of financial strength, stability, and transparency, the SEI Advisor Network has been serving the independent financial advisor market for more than 20 years, has over 5,700 advisors who work with SEI, and $45.4 billion in advisors' assets under management (as of September 30, 2014). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit seic.com/advisors .

About SEI SEI ( NASDAQ : SEIC ) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of September 30, 2014, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $612 billion in mutual fund and pooled or separately managed assets, including $249 billion in assets under management and $363 billion in client assets under administration. For more information, visit seic.com .

To determine if the Funds are an appropriate investment for you, carefully consider the investment objectives, risk factors and charges and expenses before investing. This and other information can be found in the Funds' summary and full prospectuses, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

SEI Investments Management Corporation (SIMC) is the adviser to the SEI funds, which are distributed by SEI Investments Distribution Co (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company. 

The performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of aninvestment will fluctuate so that an investor's shares, when redeemed, may be worth more or less that their original cost and current performance may be lower orhigher than the performance quoted. For performance data current to the most recent month end, please call 1.800.DIAL.SEI.

There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well.

Company Contact: Dana Grosser SEI +1 610-676-2459 dgrosser@seic.com Media Contact: Jason Rocker Braithwaite Communications +1 215-564-3200 x110 jrocker@gobraithwaite.com

Scroll down for more posts ▼

Top 10 Most Recent News Articles

Classet and Reelist Revamp Frontline Hiring Methods

Updated Category News Views 18

Social Media's New Role in Hiring Who'd have thought? Scrolling through cat videos now lands you a job interview. The partnership between Classet and Reelist has thrown the hiring game a curveball, offering a seamless ride from a hashtagged post to a phone chat with an AI recruiter named Joy—and all in record time. For those looking to hire frontline or skilled trades...

Continue Reading
San Ysidro Urgent Care Addresses Care Desert in San Diego

Updated Category News Views 89

A Long Overdue Remedy in San Diego Healthcare access shouldn't be a roll of the dice based on where you live, but for too many folks in Southeastern San Diego, that’s been the sad reality. Today, though, there's a new twist in the tale. Blue Shield of California Promise Health Plan just dropped a hefty $1 million into an urgent care facility that’s more than bricks...

Continue Reading
Brennan Takes a Swing: Barrasso Endorsement in Hand

Updated Category News Views 124

Brennan Shakes Up Wyoming Politics You don’t need a crystal ball to see the chess game unfolding in Wyoming's political landscape. Shannon Brennan's bid for the House seat in Teton County's District 23 got a heavy artillery boost today. She’s landed the endorsement of Senator John Barrasso, none other than the Senate Majority Whip and a formidable player in the Senate...

Continue Reading
Lear Capital Hits $5 Billion Milestone: Trust or Hype?

Updated Category News Views 0

A Golden Milestone or Just Glitter? Lear Capital's announcement of surpassing $5 billion in precious metals transactions feels like one of those moments where you tilt your head and ask, "Is it really what it seems?" With nearly 150,000 customers and almost three decades of hustling in the glittering world of gold and silver, they've certainly carved out a name in the...

Continue Reading
Evaluating PT and OT Benefits: What’s Driving Outcomes?

Updated Category News Views 51

Shifting Gears: Rethinking PT and OT Benefits With an uptick in conversations around physical therapy (PT) and occupational therapy (OT) benefits, it's time for health plans and employers to step up their game. Let's face it: we're not just treating aches and pains anymore. We're dealing with the big picture here - helping folks get back to their daily grind effectively...

Continue Reading
Canton Fair 2026: Tech and Tradition Transform Jewelry

Updated Category News Views 109

Tech-Savvy Elegance at Canton Fair Dive into the glitz and glamour of the jewelry zone at the 140th Canton Fair, where technology and craftsmanship are forging a new narrative for luxury accessories. This isn’t just your grandmother’s jewelry box we're talking about anymore. We’re witnessing the dawn of precious metal smart rings and dual-band smart watches that...

Continue Reading
Tifosi Pizza Debuts Italian Flair at Irvine's Centerview

Updated Category News Views 93

Pizza with a Punch: Irvine's Tifosi Heats Up We've got another chef-driven concept cooking up in Irvine. This time, it's Tifosi Pizza + Trattoria stirring the pot at Centerview. The spot's bringing 'New, New York' style pizza, blending Big Apple boldness with Italian tradition, and tossing in a bit of California flair for good measure. "The main idea is to create...

Continue Reading
Mission Bancorp Hits Record Earnings, Extends Buyback

Updated Category News Views 108

Record-Breaking Quarter Amid Challenging Times When Mission Bancorp's earnings hit the tape today, the numbers were enough to catch anyone's eye—$9.2 million in net income for Q3 2026, a 6% increase from last year. That's not small potatoes, especially considering the economic fog we're navigating through. AJ Antongiovanni, holding the reins as CEO, credits the bank's...

Continue Reading
Global Movement Countdown Begins with The Power Hour™

Updated Category News Views 78

Imagine a world where everyone stands up and moves for sixty minutes. That's the idea behind The Power Hour™, a bold initiative launched straight from TikTok Headquarters in New York City. On October 26, 2026, this ambitious global movement embarked on a 365-day countdown to a world-record attempt in October 2027. The mission? To transform movement into widespread...

Continue Reading
Gentex Faces Investigation as Shares Tumble 7%

Updated Category News Views 76

Investigating Gentex's Financial Setback Gentex Corporation, ticker NASDAQ:GNTX, is caught in a bit of a blizzard right now. Their shares took a nosedive, down 7%, after some messy numbers came out in their third-quarter report—tariffs and the kind of pricing pressure that makes grown investors wince. If you threw your chips in on Gentex and got burned, the lawyers are...

Continue Reading

Top 5 Most Recently Viewed Articles

Sustainable Innovation: Bellroy Introduces INNOVERA™ Tech Cases

Updated Category News Views 374

Bellroy's New Product Line Featuring INNOVERA™ Bellroy is taking a bold step in sustainable fashion with its latest product launch that incorporates INNOVERA™, a revolutionary material developed by Modern Meadow. This collaboration aims to provide consumers with stylish and environmentally friendly tech cases and accessories. These innovative products will be...

Continue Reading
Ozak AI’s Innovative Fundraising Efforts Capture Major Attention

Updated Category News Views 193

Exciting Surge in Ozak AI's Fundraising Efforts Crypto investors are buzzing with interest in Ozak AI as it stands out as a rapid climber in the world of presales in the current year. The numbers speak volumes: with over $3.2 million raised and more than 900 million tokens sold, Ozak AI demonstrates impressive traction in its current presale phase, where tokens are...

Continue Reading
SpaceX Prepares for Starship Launch with Regulatory Hurdles Ahead

Updated Category News Views 287

SpaceX's Anticipated Starship Flight Test Elon Musk's rocket manufacturing firm SpaceX recently announced that significant hardware and operational upgrades have been made to its Starship launch vehicle. This comes after a previous mishap in January, and as the company looks forward to a test flight anticipated for Friday. Context Behind the Upcoming Flight The Friday...

Continue Reading
Understanding the Implications of the Semler Scientific Case

Updated Category News Views 273

Understanding the Implications of the Semler Scientific Case In a significant movement within the investor landscape, Semler Scientific, Inc. (NASDAQ: SMLR) has come under scrutiny due to allegations surrounding the accuracy of the information it provided to the public. This situation has prompted inquiries from the Rosen Law Firm, a respected entity known for championing...

Continue Reading
GO Increases Investment in Elisa Polystar for Enhanced Services

Updated Category News Views 186

GO Expands Investment in KALIX Solutions by Elisa Polystar GO, a prominent provider of quad-play services, has announced a significant increase in its investment in Elisa Polystar's innovative network monitoring and analytics solutions. This strategic move aims to enhance network quality and improve customer experience through advanced real-time analytics. Significance of...

Continue Reading