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Sei Institutional Managed Trust Multi-asset Capital Stability Fund Class F (SCLAX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 467.7M
SEI Multi-Asset Cap Stability F (SIMT)
10.52
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SCLAX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Multi-asset Capital Stability Fund Class F. Learn about the key management, total assets, investment strategy and contact information of SCLAX among other information.
Investment Strategy
The investment seeks to manage risk of a loss while providing current income and an opportunity for capital appreciation. The advisor will attempt to manage the risk of loss while still seeking to generate some growth by selecting investments from among a broad range of asset classes. Managing the risk of loss does not mean preventing losses, but rather managing The fund invests in a manner intended to limit the level of losses that the fund could incur over any particular period. At any point in time, the fund may be diversified across many asset classes or concentrated in a limited number of asset classes.
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. | ||
| Ashwin G. Alankar | Senior Vice President | 2018 | Now |
| Biography | Ashwin Alankar is Head of Global Asset Allocation and a portfolio manager at Janus Henderson Investors. He is responsible for defining short- and long-term approaches to asset allocation. He is also a member of the firm’s Solutions Group, a team that constructs multi-asset solutions for clients’ complex investment objectives. Prior to joining Janus in 2014, Ashwin served from 2010 to 2014 as co-chief investment officer of quantitative investment strategies at AllianceBernstein. From 2003 to 2010, he was a partner and capital allocation committee member for Platinum Grove Asset Management. Ashwin’s experience also includes serving as a consultant in the financial litigation division of the Law and Economics Consulting Group from 2001 to 2002. Ashwin earned a bachelor of science degree in chemical engineering and mathematics and a master of science degree in chemical engineering, all from the Massachusetts Institute of Technology. He also holds a PhD in finance from the University of California – Berkeley, Haas School of Business. He has 23 years of financial industry experience. | ||
| Daniel J. Loewy | CIO (Chief Investment Officer) | 2016 | Now |
| Biography | Mr. Loewy is Chief Investment Officer and Head of Multi-Asset Solutions at AllianceBernstein. In addition, Mr. Loewy is Chief Investment Officer for Dynamic Asset Allocation and is a member of the Real Asset Investment Policy Group and Target Date Investment Oversight team at AllianceBernstein. Mr. Loewy has been with AllianceBernstein since 1996. He holds a Bachelor of Science degree in Industrial and Labor Relations from Cornell University and a Master of Business Administration from Columbia University. He is a CFA charterholder. | ||
| Steven Treftz | Portfolio Manager | 2012 | 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. | ||
| Leon Zhu | Co-Portfolio Manager | 2012 | Now |
| Biography | Leon Zhu is a Senior Vice President and Portfolio Manager of Multi-Asset Solutions at AB, and has been Co-Portfolio Manager of Global Risk Allocation products since 2012. Previously, he served as director of Quantitative Research, a position he held for 10 years. Mr. Zhu joined AllianceBernstein L.P. in 1995. Zhu was also a member of the Investment Policy Group for the AllianceBernstein L.P.’s Global Diversified Strategies hedge funds from its inception in 2002 until 2014. Before joining AB as a quantitative analyst in 1995, he was a consultant at Princeton Consultants. Zhu holds a BS in mathematics from Yale University and an MA in mathematics from Princeton University, and is a CFA charterholder. | ||
| James Smigiel | Managing Director | 2018 | 2024 |
| 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. | ||
| Edward Parcell | Quantitative Developer | 2018 | 2021 |
| Biography | Edward Parcell is a Portfolio Manager at Janus Henderson Investors, a position he has held since 2019. Mr. Parcell co-managed the Global Adaptive Multi-Asset strategy and Global Allocation strategies from early 2020 until moving to the Diversified Alternatives Team in late 2020. Additionally, he served as a quantitative strategist since joining the firm in 2014, performing research for the firm’s asset allocation platform prior to his move. Edward served as a quantitative developer at AVM LP from 2012, a Florida-based fixed income and credit broker/dealer and fund, where he worked with the rates trading desk as a member of the technology team. Before that, he was a quantitative analyst with UBS in 2011. His experience also includes launching a quantitative software and services company and working as a quantitative analyst at Brevan Howard, as a director with the methodology group at Derivative Fitch, and as a quantitative analyst at Reoch Credit Partners. Additionally, he was an assistant actuarial consultant at Hewitt Associates. Edward holds a bachelor of science degree from Trinity College, Cambridge, where he studied mathematics. He also received his diploma in actuarial techniques from the Institute of Actuaries. Ed has published numerous industry papers and has 20 years of financial industry experience. | ||
| Enrique Chang | Chief Investment Officer Equities | 2018 | 2021 |
| Biography | Mr. Enrique de Jesus Chang serves as Global Chief Investment Officer and Portfolio Manager at Janus Henderson Group. He has held this position since the merger of Janus and Henderson in 2017. Prior to the merger, Mr. Chang was President, Head of Investments. In his current role, he leads Janus Henderson's global investment team. Mr. Chang is also a Portfolio Manager on the Janus Henderson Global Allocation strategies and a member of the Janus Henderson executive committee. He previously served as a chief investment officer and executive vice president for American Century Investments. Mr. Chang joined American Century in 2006 and was named CIO in January 2007. Additionally, he was a director of the corporate board. Mr. Chang was also a member of the firm's asset allocation committee and investment management senior leadership team. He previously was the CIO responsible for global and non-U.S. equity. Before the American Century, Mr. Chang was president and chief investment officer for Munder Capital Management. Earlier in his career, he held a number of senior investment management positions at Vantage Global Advisor, J&W Seligman and Co., and General Reinsurance Corp. Mr. Chang earned a bachelor of arts degree in mathematics from Fairleigh Dickinson University, and an MBA in finance/quantitative analysis, and an MS in statistics and operations research from New York University. He has 30 years of financial industry experience. | ||
| Eric Przybylinski | Portfolio Manager | 2018 | 2020 |
| Biography | Mr. Przybylinski joined Janus in 2013 as an institutional client strategist and conducted research to address core issues and identify solutions for institutional investors. Before Janus, Mr. Przybylinski served as a senior research analyst at Marquette Associates in Chicago, generating capital markets and macroeconomic research for the institutional client base. Mr. Przybylinski received his bachelor of science degree in economics and psychology from the University of Florida. He also earned his master of science degree in applied statistics from Texas A&M University. He holds the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. | ||
| Michael DePalma | Senior Managing Director, Co-Head of Global Fixed Income Team | 2012 | 2017 |
| Biography | n/a | ||
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