2
Bringing consistency to
strategy family names.
*Name change on or about 2/5/24.
For additional information, please reference the Private Client, Domestic, and Institutional Strategy Announcements,
available on the Homepage of the SEI Knowledge Center, located at seiadvisorcenter.com
We understand that every investor is unique and their path to success varies.
By enhancing our investment offerings with an intuitive and consistent
naming convention, we are empowering advisors to more easily deliver
investment recommendations that align with the goals, risk profiles, time
horizons, and preferences of the clients you serve.
SEI Target Allocation Strategies
Current strategy family name New strategy family name*
Institutional Strategies SEI Strategies
Tax-Sensitive (TS) Strategies SEI Tax-Aware Strategies
Private Client Strategies SEI Dynamic Strategies
Tax-Managed Private Client Strategies SEI Tax-Aware Dynamic Strategies
Domestic Strategies SEI U.S. Focused Strategies
Strategic ETF Strategies SEI ETF Strategies
Tactical ETF Strategies SEI Dynamic ETF Strategies
Domestic ETF Strategies SEI U.S. Focused ETF Strategies
Tax-Managed ETF Strategies SEI Tax-Managed ETF Strategies
SEI Strategies featuring the American Funds
®
SEI Strategies featuring the American Funds
®
SEI Strategies featuring Dimensional SEI Strategies featuring Dimensional
