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SEI Strategies with Dimensional

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4 Tax-efficient solutions set us apart. SEI Strategies with Dimensional pair an experienced investment provider with SEI's active tax management expertise. Oversight of our Tax-Managed 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: 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. • Purchase municipal fixed-income ETFs to create tax-exempt income • Control portfolio turnover levels to minimize capital gain recognition • Sell securities with the least tax impact • Sell securities that have unrealized losses and using the losses to offset realized gains in the portfolio—a technique known as tax-loss harvesting Strategy family includes: • SEI Strategies with Dimensional are globally diversified and use Dimensional ETFs • SEI U.S. Focused Strategies with Dimensional are more heavily focused on U.S.-based asset classes and use Dimensional ETFs • SEI Tax-Managed Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management • SEI Tax-Managed U.S. Focused Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management

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