Advisor Flipbooks

4 Tax-efficient solutions set us apart. Strategy family includes: • SEI Strategies with Capital Group are globally diversified Strategies using Capital Group ETFs • SEI Tax-Managed Strategies with Capital Group are globally diversified Strategies using Capital Group ETFs, with a focus on managing the impact of taxes through the use of ETFs and active tax management • SEI U.S. Focused Strategies with Capital Group seek substantial exposure to U.S. fixed income or equity securities using Capital Group ETFs • SEI U.S. Focused Tax-Managed Strategies with Capital Group seek substantial exposure to U.S. fixed-income or equity securities using Capital Group ETFs, with a focus on managing the impact of taxes through the use of ETFs and active tax management 3 Tax-efficiency techniques may include ETF substitutions, which in certain circumstances will result in a short-term capital gain. Please see important information for additional details. SEI Strategies with Capital Group ® pair an experienced investment provider with SEI's active tax management expertise. Oversight of our strategies involves applying techniques designed to reduce tax liability from capital gains and investment income. 3 This way, we help investors keep more of what they earn. Here are some ways we seek to manage tax impact: • Purchase municipal fixed-income ETFs to create tax-exempt income • Manage portfolio turnover levels thoughtfully to help minimize capital gain recognition • Sell securities that have unrealized losses and use the losses to offset realized gains in the portfolio—a technique known as tax-loss harvesting

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