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Sei Institutional Managed Trust Multi-asset Accumulation Fund Class F (SAAAX)

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7.38 +0.04    +0.55%
22/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.17B
SEI Multi-Asset Accumulation F (SIMT) 7.38 +0.04 +0.55%

SAAAX 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.
Category

Tactical Allocation

Total Assets

1.17B

Expenses

1.17%

Inception Date

41008

Contact Information

Address 1 Freedom Valley Drive
Oaks,PA 19456
United States
Phone +1 8003425734

Top Executives

Name Title Since Until
Tim J. Sauermelch Portfolio Manager 2024 Now
Biography 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.
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.
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.
Bryan D. Belton President and Chief Executive Officer 2012 2024
Biography Bryan D. Belton, CFA President and Chief Executive Officer Mr. Belton is the President and Chief Executive Officer of PanAgora, and a member of the firm’s Investment, Operating, and Risk Committees, as well as the Board of Directors. He is responsible for PanAgora’s business and investment activities. Prior to assuming leadership of PanAgora in 2024, Mr. Belton was a Managing Director within the Multi Asset group. Mr. Belton was responsible for research as well as the daily management of the firm’s Risk Parity and liquid alternative portfolios.
Edward Qian Managing Director 2012 2024
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 2024
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.
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