Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
💰 Buffett reveals a $6.7B stake in Chubb. Copy the full portfolio for FREE with InvestingPro’s Stock Ideas tool Copy Portfolios
Sei Institutional Managed Trust Multi-asset Accumulation Fund Class F (SAAAX)
Add to/Remove from Watchlist
Add to Watchlist
7.28
+0.08
+1.11%
- Morningstar Rating:
- Total Assets: 1.26B
SEI Multi-Asset Accumulation F (SIMT)
7.28
+0.08
+1.11%
- Overview
- Profile
- Historical Data
- Holdings
Sei Institutional Managed Trust Multi-asset Accumulation Fund Class F Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Multi-asset Accumulation Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SAAAX among other information.
Investment Strategy
The investment seeks total return, including capital appreciation and income. The fund will seek to generate total return over time by selecting investments from among a broad range of asset classes based upon SEI Investments Management Corporation's (SIMC) or the sub-adviser's (each, a Sub-Adviser and collectively, the Sub-Advisers) expectations of risk and return. It uses a multi-manager approach under the general supervision of SIMC, allocating its assets among one or more Sub-Advisers using different investment strategies. SIMC may also directly manage a portion of the fund's portfolio. The fund is non-diversified.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Anthony Karaminas | Head | 2023 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Clifford S. Asness | CEO | 2022 | Now |
| Biography | Dr. Asness is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an research notable for its relevance and enduring value to investment professionals. Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. Dr. Asness is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the Board of Directors of the Q-Group. | ||
| John J. Huss | Vice President | 2017 | Now |
| Biography | John J. Huss, Principal, rejoined AQR in 2013 and oversees multi-asset class strategies as a researcher and portfolio manager. Mr. Huss rejoined the AQR Capital Management in 2013 and is a portfolio manager for the firm’s World Allocation strategy where he focuses on macroeconomic and portfolio construction research for risk parity and other asset allocation strategies. Prior to rejoining the firm, where he first worked from 2004 to 2008, Mr. Huss was a vice president in RBC’s Global Arbitrage and Trading division and a systematic portfolio manager for Tudor Investment Corp. Mr. Huss earned a B.S. in mathematics from the Massachusetts Institute of Technology. | ||
| Steven Treftz | Portfolio Manager | 2014 | Now |
| Biography | Steven Treftz, CFA, joined SIMC in 2012, and is responsible for the oversight, monitoring and manager selection for the Investment Management Unit's Multi Asset and Short Duration strategies. Prior to his employment at SEI, Mr. Treftz was employed by Citi Private Bank where he was responsible for maintaining the firm's research opinions on third party international, global and emerging market equity managers. Prior to his employment at Citi Private Bank Mr. Treftz was employed by Lockwood Advisors, Inc. where he was responsible for the management of one of the firm's mutual fund/ETF wrap portfolio programs. Mr. Treftz earned a Bachelor's degree in Finance and Risk Management from Temple University. Mr. Treftz is also a CFA Charterholder and member of the CFA Society of Philadelphia. | ||
| Bryan D. Belton | Managing Director, Multi Asset Investments | 2012 | Now |
| Biography | Bryan Belton, CFA Managing Director, Multi Asset Investments Mr. Belton is a Managing Director within the Multi Asset group. Mr. Belton is responsible for research as well as the daily management of the firm’s Risk Parity, global fixed income, currency and commodity portfolios. Mr. Belton is a member of the firm’s Directors and Operating Committees. | ||
| Edward Qian | Managing Director | 2012 | Now |
| Biography | Edward Qian, Ph.D. Chief Investment Officer, Multi Asset Investments Dr. Qian is the Chief Investment Officer and Head of Research, Multi Asset at PanAgora. His primary responsibilities include investment research and portfolio management in PanAgora’s Multi Asset group. He is also a member of the firm’s Investment, Operating, and Directors Committees. | ||
| Jonathon Beaulieu | Portfolio Manager | 2012 | Now |
| Biography | Jonathon Beaulieu, CFA, Director — Multi Asset Investments, joined PanAgora in 2010 and joined the financial services industry in 1995. Mr. Beaulieu is responsible for the daily management of the Panagora Asset Management Inc's Risk Parity Portfolios. He also assists with the management of the Panagora Asset Management Inc's domestic and global fixed income portfolios. Prior to joining PanAgora, Mr. Beaulieu was responsible for actively managing and hedging fixed income portfolios at the Federal Home Loan Bank of Boston. Mr. Beaulieu was a quantitative analyst at MFS Investment Management. | ||
| Yao Hua Ooi | - | 2012 | Now |
| Biography | Yao Hua Ooi is a Principal at AQR Capital Management, where he is the Head of our Macro and Multi-Strategy team. In this role, he leads the Research and Portfolio Management teams focused on AQR’s macro and multi-strategy funds, including the firm’s Managed Futures, Risk Parity, Alternative Risk Premia, Multi-Strategy, Multi-Asset and Global Macro products. His research has been published in the Journal of Financial Economics, the Journal of Portfolio Management, the Financial Analysts Journal and the Journal of Investment Management. He was named the 2013 Alternatives Fund Manager of the Year by Morningstar for his work on managed futures, and shared the 2013 Whitebox Prize for his work on time series momentum. Yao Hua earned a B.S. in economics and a B.S. in engineering from the Jerome Fisher Program in Management and Technology at the University of Pennsylvania, graduating summa cum laude. | ||
| Michael A. Mendelson | Principal | 2012 | Now |
| Biography | Mr. Michael Mendelson serves as Principal, Executive Committee Member & Portfolio Manager at AQR Capital Management. | ||
| Lars N. Nielsen | Principal | 2020 | 2024 |
| Biography | Nielsen is a Principal of AQR Capital Management. Mr. Nielsen joined AQR in 2000 and currently serves as the co-head of portfolio management, research, risk and trading. He earned a B.Sc. and an M.Sc. in economics from the University of Copenhagen. Prior to joining the Adviser in 2000, he was an Analyst in the Quantitative Research Group of Danske Invest. | ||
Write your thoughts about Sei Institutional Managed Trust Multi-asset Accumulation Fund Class F
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review