Rich Carr, CFA, has been named Portfolio Manager for the following SEI Funds:

  • SIIT World Equity ex-US Fund
  • SEI Canada’s International Equity Fund


In this role, he will be responsible for the analysis and selection of equity sub-advisors in the Funds.

Rich joined SEI in 2014 and was most recently the Director of U.S. Equity on SEI’s Manager Research team. Previously, he worked for MFP Strategies and Brinker Capital.

He earned a Bachelor of Science with a major in finance and minor in economics from the University of Delaware.

Rich is a CFA charter holder and a member of the CFA Institute.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



Important information

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. Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results. Certain economic and market information contained herein has been obtained from published sources prepared by other parties, which in certain cases have not been updated through the date hereof. While such sources are believed to be reliable, neither SEI nor its affiliates assumes any responsibility for the accuracy or completeness of such information and such information has not been independently verified by SEI.

There are risks involved with investing, including loss of principal. There is no assurance the goal of the strategy discussed will be met nor that risk can be managed successfully. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from economic or political instability in other nations. Past performance is not a reliable indicator of future results.

This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise) the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever. The information contained herein is for general and educational information purposes only and is not intended to constitute legal, tax, accounting, securities, research or investment advice regarding the strategies or any security in particular, nor an opinion regarding the appropriateness of any investment. This information should not be construed as a recommendation to purchase or sell a security, derivative or futures contract. You should not act or rely on the information contained herein without obtaining specific legal, tax, accounting and investment advice from an investment professional.

Information provided in the U.S by SEI Investments Managements Corporation, a federally registered investment adviser and wholly owned subsidiary of SEI Investments Company.

Information provided in Canada by SEI Investments Canada Company, the Manager of the SEI Funds in Canada.