7
Managing for investment tax-efficiency is a
cornerstone to SEI's investment process
Using a variety of tax-management techniques, Tax-Aware Strategies are largely allocated
to vehicles designed to optimize tax efficiency. Going further, Tax-Managed Strategies seek
to opportunistically harvest losses across securities through tax loss harvesting and include
SEI's Estimated Taxes Saved Report, designed to show this value in a simple visual, displaying
estimated year-to-date taxes saved by SEI's active tax management process.
Six risk profiles and accompanying
strategy names
All of the strategies within the SEI Target Allocation Strategy Suite align to a set of six
consistent risk/return profiles, ranging from equity to fixed income. This ensures that the
names of the underlying strategies are intuitive with the strategy objective and provides
continuity across portfolios, regardless of the investment vehicle or strategy family.
Return
expectation
Risk expectation
Equity
Fixed income
Cash
Fixed Income
0/100
Conservative
20/80
Moderate
Conservative
40/60
Moderate
Growth
60/40
Growth
80/20
Equity
100/0
High
I'm comfortable with taking on
a higher level of risk in pursuit
of my investment goals.
Medium
I'm comfortable with a
moderate exposure to the ups
and downs of investing.
Low
I'm looking for ways to achieve
my goals with less exposure to
the fluctuations of the market.
