The experienced longest-tenured portfolio management at SA is a core advantage over global asset management peers. With 13 years of average tenure across the management group, it is clear they've been put through their paces. The product lineup at SA has exhibited exemplary durability compared with peer asset managers when looked at over the past three years. Notably, its three-year risk-adjusted success ratio stands at 60%, meaning that 60% of its products have both survived and beaten their respective category median on a risk-adjusted basis. Looking at the firm's risk-adjusted performance, its fund lineup compares similarly to competitors. Across its open-end and exchange-traded funds, the firm's average overall Morningstar Rating is 2.8 stars.
SA's track record as a steward is mixed, leading to an Average Parent Pillar rating.