SEI Finds 'Upside of Downside' the Key to New Era of Investing

SEI's Strategy for Managing Volatility Outperforms S&P 500 Index by Nearly 7 Percent Year-to-Date

OAKS, PA -- (MARKET WIRE) -- 09/29/11 -- SEI (NASDAQ: SEIC) offers investors the option to adopt a managed volatility strategy designed to lower absolute risk, minimize losses, and achieve market-like returns through its U.S. Managed Volatility Fund. The Fund invests in stocks with lower-than-average volatility, and is designed to produce long-term returns comparable to the market, with less volatility and risk of loss. Year-to-date, the Fund has outperformed the S&P 500 Index by nearly seven percent. (Click here for the Fund's performance report.)

"Recent market volatility has reminded investors that the rate of return required to recoup a loss is always greater than the loss itself. For example, to recover from a 20 percent loss, an investor needs a 25 percent gain to break even. Limiting losses, even by one or two percentage points, can make a significant difference in the ultimate value of a portfolio," said Kevin Crowe, Head of Product Development for the SEI Advisor Network. "For investors looking for a smoother stock market ride, a managed volatility fund may be the right approach."

A managed volatility strategy addresses the up-and-down market environment that many investors have experienced recently, as well as during 2008. It is designed to allow individuals to capture most of the market upside, but with reduced market volatility. SEI currently offers three managed volatility funds -- U.S. Managed Volatility, Global Managed Volatility, and Tax-Managed Managed Volatility. The Funds, established in 2004, 2006 and 2007, respectively, have each outperformed their benchmarks by nearly 700 bps or more year-to-date, which is similar to what was achieved during the market volatility in 2008. (Click here for the Funds' performance report.) The three funds use a multi-manager approach to portfolio construction and provide diversification by avoiding overconcentration in a single investment style, sector, or market trend.

"For decades, investors were told to focus on maximizing potential upside and deal with any potential losses that came along with it," said Barry A. Ransick, a principal at Principled Wealth Advisors in Covington, Kentucky. "The reality is, that's not the only approach, nor is it the best one in many markets. By managing volatility, rather than blindly accepting it, our clients can get more comfortable with their investment approach and may be better positioned for success."

To learn more about the SEI Advisor Network, visit www.seic.com/advisors. The funds mentioned above are available to financial planners, investment advisors and other intermediaries through SEI's Private Client models or as stand-alone products, through SEI or third-party platforms including Schwab, Fidelity and Pershing.

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. Through these services, 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 16 years, has more than 5,800 advisors who work with SEI, and $31.6 billion in advisors' assets under management (as of June 30, 2011). The SEI Advisor Network is a strategic business unit of SEI. For more information, visit www.seic.com/advisors.

About SEI
SEI (NASDAQ: SEIC) is a leading global provider of investment processing, fund processing, and investment management business outsourcing solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of June 30, 2011, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $430 billion in mutual fund and pooled assets or separately managed assets, including $180 billion in assets under management and $250 billion in client assets under administration. For more information, visit www.seic.com.

This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding the funds or any stock in particular, nor should it be construed as a recommendation to purchase or sell a security, including futures contracts. There is no assurance as of the date of this material that the securities mentioned remain in or out of SEI funds.

To determine if the Fund is 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' prospectus, which may be obtained by calling 1-800-DIAL-SEI. Read it carefully before investing.

There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. The risk that securities selected as part of a managed volatility strategy may underperform other segments of the equity markets or the equity markets as a whole. Narrowly focused investments and smaller companies typically exhibit higher volatility. The Fund may buy and sell securities frequently. This may result in higher transaction costs and additional capital gains tax liabilities.

For those SEI Funds which employ the 'manager of managers' structure, SEI Investments Management Corporation (SIMC) has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement. 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 (SEI). Neither SEI nor its subsidiaries are affiliated with your advisor.

SEI is not affiliated with Schwab, Fidelity or Pershing.

Source: SEI