Advisor Flipbooks

Give your clients more through the intersection of technology and asset management: In a commoditized investment landscape, provide your clients with cutting-edge strategies designed to highlight the full value of personalization. Stay ahead of change—both generational changes and shifting client demands—with strategies defined by client priorities. Managing a business, your clients, and investments; building and managing financial plans; keeping up with evolving technology—all of this requires substantial time. The basics ETFs and index mutual funds › Single holding/ticker › Seeks to track performance of index GOOGL TSLA JNJ FB JPM AMZN V MSFT PG AAPL For illustrative purposes SEI Systematic Core Strategies › Individual stock holdings › Seeks to track performance of index Single prepackaged, pooled fund comprised of underlying securities Existing individual stock holdings cannot be incorporated into pooled fund Investors taxed on capital gains of the fund, regardless of how long the fund was held, and do not benefit from losses within the fund Pooled funds are shared with thousands of other investors, and prepackaged with no control over the company within Only tax lots of the full fund can be donated Basket of individual securities, so your clients hold the shares of the companies in which they invest Existing individual stock holdings—if represented in the index—may be used to build the strategy, helping to minimize tax costs Tax-loss harvesting at the individual stock level and investor-specific cost basis both seek to improve after-tax return Define your clients' values or beliefs and screen out individual companies that don't support those priorities Most highly appreciated tax lots of individual securities can be donated—seeking to maximize wealth for future actions Transparency Transition management Tax efficiency Impact investing Charitable giving

• Cover