©2023 SEI
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Tax Management: Differentiation Through Tax-Efficient Solutions
Tax-Managed Mutual Fund Strategies
• Tax-sensitive fixed income funds (municipal bonds, preferred stock)
• Tax-managed equity funds (Large Cap, Small-Mid Cap, Managed Volatility)
• Tax-management process incorporated within funds
Tax-Managed ETF Strategies
• ETFs inherently tax efficient
• Primary, secondary and "Approved Substitute" ETFs available in most
asset classes for in-kind transfer/inclusion
• Opportunistic loss harvesting across the ETFs within the portfolio
Tax-Managed Managed Account Solutions
• Highest level of customization and tax coordination
• Tax overlay framework
• Incorporate existing security holdings to not realize unnecessary capital
gains
• Active loss harvesting at the individual security level
