Issue link: https://info.seic.com/i/1514113
3 SEI strategy enhancements Unifying risk profiles and strategy names. In addition to updating our strategy family names, we are changing the names of the underlying strategies within each family to be more intuitive with the strategy objective. The strategy names will align to a set of six consistent risk/return profiles, ranging from equity to fixed income. For example, the Private Client Core Market Strategy will be renamed to the SEI Dynamic Moderate Conservative Strategy. Risk preference SEI Target Allocation Strategy Suite We believe the best way to help investors meet their financial objectives is through goals-based wealth management. Our time-tested investment approach and deep due diligence process provide a set of diversified investment options and strategy families for advisors to curate a personalized portfolio for the clients they serve. By rearranging our comprehensive suite of mutual fund and ETF strategies into our Target Allocation Strategy Suite, advisors gain a streamlined view of the breadth and depth of the flexible investment options available to help clients achieve their goals. Whether it's a strategy rooted in SEI's manager-of-managers process, a preference for passive investing using third-party ETFs, or access to one of our premier strategic partners, the strategies all share a common philosophy focused on strategic asset allocation, diversified portfolio design, and active portfolio and risk management to align to a set of six risk/return preferences. Fixed Income () Conservative () Moderate Conservative () Moderate Growth () Growth () Equity () Low I'm looking for ways to achieve my goals without much exposure to the uctuations of the market. Medium I'm comfortable with a moderate exposure to the ups and downs of investing. High I'm comfortable with taking on a higher level of risk in pursuit of my investment goals. Allocations have a 1% allocation to cash and/or cash equivalents. 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.