Systematic
Core Strategies.
Investors crave personalization and
control. We can help you deliver both.
By harnessing the power of technology, the SEI Systematic Core
Strategies ("the strategies") seek to modernize the traditional
structure of passive investments, like index mutual funds and
exchange-traded funds (ETFs), by directly purchasing a subset of
the component stocks within a broad market index to bring greater
transparency to your investment solutions and a cutting-edge
strategy defined by your priorities.
What is direct
indexing?
Direct indexing
refers to tracking
the performance
of an index by
buying a sample of
individual stocks
instead of an ETF
or mutual fund.
1
Potential benefits the strategies could provide your clients
Control and personalization
Your clients gain full transparency into the
individual companies in which they invest.
You can offer sustainable investment
screening (ESG, SRI, faith-based) to align
with your clients' priorities.
Flexible investment implementation options
You can use the strategies as stand-alone
implementations or in combination with
other SEI Managed Account Solutions (MAS).
Cost-effective, broad equity exposure
Three strategies comprised of individual
securities that are designed to deliver low
tracking error and provide an overall risk-
factor exposure similar to the benchmark.
Active tax management
2
Ongoing management such as tax-loss
harvesting and portfolio overlay that
provide the potential for tax alpha in
your clients' accounts.
1
https://www.justinvest.com/2020/05/modern-direct-indexing/
2
Tax management is only applied to taxable accounts.
