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Sei Asset Allocation Trust Defensive Strategy Allocation Fund Class F (0P00005TYJ)
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03/01 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 2.29M
SEI Asset Allocation Trust Defensive Strategy Allo
11.140
-0.000
0.00%
- Overview
- Profile
- Historical Data
- Holdings
0P00005TYJ Overview
On this page you'll find an in-depth profile of Sei Asset Allocation Trust Defensive Strategy Allocation Fund Class F. Learn about the key management, total assets, investment strategy and contact information of 0P00005TYJ among other information.
Investment Strategy
The investment seeks to generate investment income while providing opportunity for capital appreciation. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Ryan Marcante | - | 2022 | Now |
| Biography | Ryan Marcante leads the Portfolio Strategies Team within the Advice and Asset Allocation group in the Investment Management Unit. The team responsible for constructing long-term policy portfolios that span the risk/return spectrum for SEI's global institutional and retail clients. In addition, Mr. Marcante sits on the Active Asset Allocation Committee, which is responsible for researching and implementing active allocation decisions. Prior to his current role, he served as an Analyst on the Hedge Fund Research team at SEI where he analyzed different existing and prospective hedge funds to be included in SEI's alternatives program. Mr. Marcante started his career at SEI in the Private Banking Unit implementing compliance and reporting solutions for existing and new clients. Mr. Marcante received degrees in Finance and Economics from Lehigh University is a CFA charterholder and a CFP® professional. | ||
| Bryan Hoffman | Portfolio Manager | 2016 | Now |
| Biography | Bryan Hoffman is SEI’s head of Strategic Asset Allocation, the team within the Portfolio Strategies Group responsible for constructing long-term policy portfolios that span the risk/return spectrum for both institutional and retail clients across the globe. He also conducts asset-class and strategy research, participates in SEI’s active asset-allocation program, and authors white papers. Prior to his current role, Bryan led SEI’s process for creating and maintaining capital-market assumptions and asset-class simulations. Bryan earned his Bachelor of Business Administration from the University of Notre Dame, with majors in finance and economics as well as a supplementary major in philosophy. He is also a CFA charterholder. | ||
| James Smigiel | Managing Director | 2012 | 2022 |
| Biography | Jim Smigiel is Chief Investment Officer of Non-Traditional Strategies. He oversees alternative, hedge fund, property and multi-asset strategies. Previously, he oversaw SEI’s Portfolio Strategies Group and the Global Fixed Income team. Prior to joining SEI, Smigiel served as Portfolio Manager and Senior Investment Officer at PNC Advisors/BlackRock Financial Management, where he managed institutional fixed-income portfolios. Smigiel holds a Bachelor of Science degree in Economics from Drexel University. | ||
| Ryan Schneck | Portfolio Manager | 2012 | 2022 |
| Biography | Ryan Schneck has served as Portfolio Manager for SEI Investments Management Corporation since 2006. Prior to joining SIMC, Mr. Schneck was part of the global fixed-income research team at Standard & Poor's responsible for credit and default research. | ||
| James R. Solloway | Portfolio Manager | 2009 | 2016 |
| Biography | James Solloway, has served as a Portfolio Manager for the Dynamic Asset Allocation Fund and Managing Director of SEI’s Portfolio Strategy team for the Investment Management Unit since 2009, where he is responsible for strategic and active asset allocation research. Prior to joining SEI, Mr. Solloway served for 10 years as an Executive Director and portfolio manager at Morgan Stanley in New York. James is a member of the Expanded Value team and a portfolio manager for the US Equity strategy. He joined Morgan Stanley in 1998 and has 33 years of industry experience. Previously, he served as director of research and head of the equity management group at the Jacksonville-based Barnett Capital Advisors. James also spent 17 years at Argus Research Corp., an independent equity research firm in New York. He began his career at Rinfret Associates, an economics consulting firm. Mr. Solloway earned his Bachelor of Arts in Economics cum laude from Columbia University and his Master of Business Administration from Stern School of Business at New York University. He is a CFA Charterholder. | ||
| Casey Anderson | Analyst | 2012 | 2015 |
| Biography | Casey Anderson has served as Trade Executions Analyst for SEI Investments Management Corporation (SIMC) since 2007. Prior to joining SIMC, Mr. Anderson served as a Risk Analyst as part of SEI's Private Trust Company. | ||
| John J. McCue | Director | 2003 | 2012 |
| Biography | McCue has served as director of portfolio implementations for SIMC since 1995 and became director of money market investments in 2003. He is responsible for the implementation of asset allocation strategies. | ||
| Daniel Nevins | Managing Director | 2006 | 2010 |
| Biography | Nevins is currently the managing director of SIMC's portfolio strategy team. Along with leading the portfolio strategy team, Nevins oversees research on investment strategies for individual and institutional investors. He joined SIMC in 1999 and led research groups in the individual investment planning and asset allocation areas prior to assuming his current responsibilities. Nevins holds the Chartered Financial Analyst designation. | ||
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