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Tax-efficient solutions
set us apart.
SEI Strategies featuring the American Funds 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.
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This way, we help investors keep more of what they earn.
Here are some ways we seek to manage tax impact:
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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.
• Purchase municipal fixed-income ETFs to
create tax-exempt income
• Control portfolio turnover levels attempting
to minimize capital gain recognition
• Sell securities with the least tax impact
• Sell securities that have unrealized losses
and use the losses to offset realized gains
in the portfolio—a technique known as
tax-loss harvesting
