Issue link: https://info.seic.com/i/1402405
Sustainable Investing Options Through the collaboration between SEI and your independent advisor, sustainable investing options are available for account sizes beginning at $25,000. Further, we can construct and oversee a portfolio that not only reflects your sustainable investing (or faith-based) views, but also may be managed for optimization of after-tax returns through tax-efficient investment high-net-worth individuals, families and institutions and includes screening capabilities for social, personal or other special portfolio constraints as part of SEI Managed Account Solutions. SRI- and ESG-Specific Investment Mandates: › Coho Partners, Ltd. (Relative Value ESG) — Holding approximately 25 to 30 stocks, this strategy seeks to invest in large companies chosen because of their long history of stable business models, solid growth, excellent management teams and shareholder-friendly practices, while integrating ESG criteria by employing an exclusionary overlay and implementing an integrated qualitative and quantitative ESG framework. › Parametric Portfolio Associates LLC (Custom Core U.S. SRI Broad Cap) — Using approximately 125 of the MSCI KLD 400 Social Index benchmark's 400 constituents, this strategy is designed to invest in companies with high ESG ratings, while "sin" stocks or companies associated with alcohol, gambling, tobacco, military weapons, civilian firearms, nuclear power, adult entertainment and genetically modified organisms are screened out. * These screens are not available for use in Loomis, Sayles & Company portfolios. ** These screens are not available for use in SEI Fixed Income Strategies or Loomis, Sayles & Company portfolios. Individual Security Screening ESG Screens › Abortion and Abortifacients › Adult Entertainment › Alcohol › Bioethics/Stem Cell* › Contraceptives › Environment › Firearms › Fossil Fuel* › Gambling › Military › Nuclear Power › Tobacco Faith-Based Screens › Baptist Values* › Catholic Values* › Sharia Values** techniques such as tax-loss harvesting and tax-aware trading. Investment Screens in SEI Managed Account Solutions: SEI's investment screens² allow you to choose individual ESG screens, a combination of screens or faith-based screens, to avoid investing in securities that are not aligned with your values. City National Rochdale (Custom High-Net-Worth) Strategies: City National Rochdale specializes exclusively in providing intelligently personalized portfolio management for