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SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A(SDLAX)
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SEI Dynamic Asset Allocation A (SIIT)
21.84
+0.02
+0.09%
SDLAX綜觀
你可在本頁找到深入的SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A公司檔案，包括SDLAX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Karl A. Schneider | Vice President | 2024 | now |
| 自傳 | Karl Schneider, CAIA, is a Vice President of SSGA and SSGA FM, and Head of U.S. Equity Strategies for GEBS, where in addition to overseeing the management of the U.S. equity index strategies, he also serves as a portfolio manager for a number of the group's passive equity portfolios. Previously within GEBS, he served as a portfolio manager and product specialist for synthetic beta strategies, including commodities, buy/write, and hedge fund replication. Prior to joining GEBS, Mr. Schneider worked as a portfolio manager in SSGA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. He joined SSGA in 1996. Mr. Schneider holds a BS in finance and investments from Babson College and an MS in finance from Boston College. He has earned the Chartered Alternative Investment Analyst designation. Mr. Schneider is a member of the CAIA Association. | ||
| Emiliano Rabinovich | Portfolio Manager | 2024 | now |
| 自傳 | Emiliano Rabinovich, CFA, is a Managing Director at SSGA and a Senior Portfolio Manager in the Global quity Beta Solutions Group. Within this group, he is the strategy leader for their Tax Aware, Smart Beta and ESG products. Mr. Rabinovich currently manages both traditional indexing and a variety of alternative beta mandates, local and global strategies and fund structures, which include separate accounts, com- mingled funds, mutual funds and ETFs. Mr. Rabinovich joined SSGA in Montreal in 2006. | ||
| Xianhang Wu | - | 2024 | now |
| 自傳 | Mr. Wu is an Assistant Vice President of SSGA and a Portfolio Manager in the Systematic Equity Beta (SEB) Group. In this capacity, he manages a diverse group of equity index portfolios, with both domestic and international strategies. Previously within the SEB Group, Mr. Wu worked as a portfolio specialist assisting portfolio management and trading teams research index methodologies and trading strategies, as well as presenting investment results and value-add techniques of equity indexing and ESG strategies to institutional clients. Mr. Wu also supported the Active Quantitative Equity Group where he was responsible for research and presentation of performance and underlying mechanics of strategies to institutional clients inclusive of specific alpha models utilized in country/security selection and portfolio construction techniques. Prior to joining SSGA in 2016, Mr. Wu worked at Guangfa Fund Management Company as a quantitative research analyst and John Hancock Life Insurance Company as a business analyst. He holds a Bachelor of Science in Business Administration from Northeastern University. | ||
| Michael Finocchi | Principal | 2023 | now |
| 自傳 | 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. | ||
| Tim J. Sauermelch | Portfolio Manager | 2022 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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 | now |
| 自傳 | 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. | ||
| Mark Krivitsky | Vice President | 2023 | 2024 |
| 自傳 | 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. | ||
| Tyhesha Harrington | Vice President | 2020 | 2023 |
| 自傳 | 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. | ||
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