Advisor Flipbooks

A B O UT S E I SEI ® (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. 1 Freedom Valley Drive P.O. Box 1100 Oaks, PA 19456 610-676-1000 © 2025 SEI ® | 250396.32 | IAS 11/25 seic.com Dynamic for mutual funds means that subadvisors actively manage portfolios by making adjustments to the stocks they hold, allocating resources to different industries and sectors, and, in some instances, modifying primary factors influencing returns. Furthermore, these strategies incorporate specific products tailored to react to market conditions, thereby allowing for alterations in asset allocation based on embedded dynamics, such as Capital Stability. Dynamic shifts in positions occur at both the overall portfolio level and within specific asset classes. Dynamic for ETFs means that instead of implementing changes at the security level, we execute tactical trades that impact the overall asset allocation. These adjustments, akin to the product dynamics inherent in multi-asset funds, are strategic in nature. These tactical trades realign the asset allocation to capitalize on perceived opportunities in the market. This information may not be applicable to all programs offered through Investment Adviser Services. There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses. While these investment strategies are actively managed, the strategies' investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended.

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