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(SDLAX) SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A
הוסף ל/הסר מתיק ההשקעות
הוסף לתיק האישי
20.77
+0.26
+1.27%
- דירוג Morningstar:
- סה"כ נכסים: 1.65B
SEI Dynamic Asset Allocation A (SIIT)
20.77
+0.26
+1.27%
- כללי
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- ניתוח טכני
- פורום
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- פרופיל
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SDLAX - סקירה
בדף זה תמצאו מבט עומק על פרופיל חברת SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A. קבלו מידע על המנהלים הבכירים, סך הנכסים, אסטרטגיית ההשקעות ופרטי ההתקשרות של SDLAX – וכן מידע נוסף.
פרטי התקשרות
מנהלים בכירים
| שם | כותרת | משנת | עד שנת |
|---|---|---|---|
| Michael Finocchi | Principal | 2023 | עכשיו |
| ביוגרפיה | Michael Finocchi is a Principal of SSGA and a Portfolio Manager in the Global Equity Beta Solutions Group. He is responsible for managing a wide variety of equity index and tax-efficient strategies for institutional clients and high net worth individuals. Prior to assuming his current role in March 2012, Mr.Finocchi was a senior manager in Portfolio Administration responsible for the operations of funds managed by the Global Equity Beta Solutions Group. Mr. Finocchi holds a Master of Business Administration with a concentration in Finance from Boston University's Questrom School of Business as well as a Bachelor of Arts in History and Business Studies from Providence College. | ||
| Mark Krivitsky | Vice President | 2023 | עכשיו |
| ביוגרפיה | Mr. Krivitsky is a Vice President of SSGA and SSGA FM and a Senior Portfolio Manager in the Global Equity Beta Solutions Group (GEBS) and Tax-Efficient Market Capture Group. He joined the firm in 1996. His previous experience at SSGA includes affiliation with the firm's U.S. Structured Products Operations Group. Mr. Krivitsky began his tenure at State Street Corporation in the Mutual Funds Division in 1992. He has been working in the investment management field since 1991. Mr. Krivitsky holds a Bachelor of Arts in Humanities/Social Sciences from the University of Massachusetts and a Master of Business Administration with a specialization in Finance from the Sawyer School of Management at Suffolk University. | ||
| Tim J. Sauermelch | Portfolio Manager | 2022 | עכשיו |
| ביוגרפיה | Tim Sauermelch is a Portfolio Manager with the SEI Fixed Income Portfolio Management Team.In this capacity, he is responsible for the management of fixed income portfolios including evaluating current market opportunities and providing fundamental and relative value assessments across various fixed income asset class and sectors. Portfolios managed by Mr. Sauermelch consist of US government securities, inflation linkers, investment grade corporate debt and floating-rate instruments. Mr. Sauermelch is a CFA Charterholder and a member of the CFA Institute and The CFA Society of Philadelphia. He earned a Masters of Business Administration with a concentration in Finance from Villanova University and graduated summa cum laude from Kutztown University of Pennsylvania with a Bachelor of Science in Finance and a minor in Economics. Mr. Sauermelch also holds the FINRA Series 65 license. | ||
| Steven Treftz | Portfolio Manager | 2017 | עכשיו |
| ביוגרפיה | 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. | ||
| James R. Solloway | Portfolio Manager | 2012 | עכשיו |
| ביוגרפיה | 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. | ||
| James Smigiel | Managing Director | 2012 | עכשיו |
| ביוגרפיה | 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. | ||
| Tyhesha Harrington | Vice President | 2020 | 2023 |
| ביוגרפיה | Ms. Harrington is a Vice President of State Street Global Advisors and a Senior Portfolio Manager in the Investment Solutions Group. Ms. Harrington is responsible for developing and implementing investment solutions for clients, including strategic and tactical global balanced funds, equitization and exposure management strategies, and country selection portfolios. Prior to joining SSGA, Ms. Harrington worked as a Portfolio Manager at PanAgora Asset Management, helping develop and implement passive U.S. and International equity strategies. Ms. Harrington's responsibilities also included running optimizations and trading. Prior to taking on these duties, Ms. Harrington was responsible for the daily implementation of PanAgora's U.S. Tactical Asset Allocation Strategy. Previously, Ms. Harrington was the manager of PanAgora's International Equity Operations team where she had been an associate immediately after college. Ms. Harrington has been working in the investment management field since 1995. Ms. Harrington holds Bachelor of Arts degrees in Psychology and Urban Studies from Boston University and a Master degree in Business Administration with a concentration in Finance from the Graduate School of Management at Boston University. | ||
| Charles L. McGinn | Vice President | 2012 | 2023 |
| ביוגרפיה | Charles McGinn is a Vice President of SSGA and a Senior Portfolio Manager in the Investment Solutions Group (ISG), where he manages a variety of portfolios. Mr. McGinn has extensive experience in trading derivatives. In addition to managing several of the group's separate accounts. Mr. McGinn is part of the team responsible for managing the Target Retirement series of portfolios as well as being the lead portfolio manager of the group's Country Selection strategy. As the lead portfolio manager of the Country Selection strategy, Mr. McGinn is responsible for recommending all of the investment calls. Mr. McGinn is also an active participant in making tactical calls in all of the portfolios where ISG has been given discretion. In addition, Mr. McGinn is responsible for the management of the SEI Dynamic Asset Allocation Funds registered in the United Sates and the United Kingdom. As a member of the Exposure Management Team within ISG, Mr. McGinn is responsible for the oversight of over $10 billion worth of client assets with exposure to equities and fixed income invested globally. As a result, Mr. McGinn has extensive experience in trading derivatives. Prior to his current role, Mr. McGinn was an operations analyst at SSGA, where he specialized in developed and emerging market equity funds. Mr. McGinn has been working in the investment management field since joined SSGA in 1988. Mr. McGinn is a graduate of Salem State College, where he earned a Bachelor of Science in Business Administration. | ||
| Timothy J. Furbush | Senior Portfolio Manager | 2020 | 2021 |
| ביוגרפיה | Tim is a Vice President of State Street Global Advisors and a Senior Portfolio Manager in SSGA's Investment Solutions Group (ISG). He is responsible for developing and implementing customized investment approaches for clients, including strategic and tactical global balanced funds as well as equitization and overlay strategies. Prior to his current role, Tim worked for SSGA's Intermediary Business Group as a Research Analyst providing value added research, educational tools and practice management services to financial advisors. Before rejoining SSGA in July 2007, Tim spent a year at Fidelity Investments as a Research Analyst on their Consultant Relations Team. A graduate of Stonehill College, Tim has an MS in Finance from the Sawyer School of Management at Suffolk University. He has earned both the Chartered Financial Analyst and Chartered Market Technician designations. He is a member of the CFA Institute, the Boston Securities Analysts Society and the Market Technicians Association. | ||
| Philip Lee | Vice Preside | 2017 | 2020 |
| ביוגרפיה | Philip Lee, CFA, is a Vice President of SSGA and a Senior Portfolio Manager in SSGA’s ISG. Mr. Lee is responsible for developing and implementing investment solutions for clients, including strategic and tactical global asset allocation, cash equitization, and exposure management strategies. Prior to joining SSGA in 2016, Mr. Lee worked as a Portfolio Manager at Russell Investments, helping develop and implement various overlay strategies for large institutional clients. Previously, Mr. Lee was a member of the GTAA team at Analytic Investors where he managed active global asset allocation portfolios and developed quantitative models. Before working in the investment management field, Mr. Lee was with Oracle as a software development manager. Mr. Lee is a Chartered Financial Analyst (CFA) charter holder and holds a Master degree in Business Administration with a concentration in Finance from UCLA Anderson School of Management, a Master degree in Computer Science from UC Santa Barbara, and a Bachelor of Science degree in Computer Systems from Universidad CAECE in Argentina. Mr. Lee is a CFA Charterholder. | ||
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