Advisor Flipbooks

6 SEI Target Allocation Strategy Suite Tax sensitivity Investment vehicle Strategy family Risk profiles Strategy minimums Standard Tax-aware Tax- managed Geography focus Mutual funds ETFs Mutual funds + ETFs SEI Strategies 3, 4 1 2 3 4 5 6 $0 Global SEI Dynamic Strategies 3, 4 1 2 3 4 5 6 $0 Global SEI U.S. Focused Strategies 3, 4 1 2 3 4 5 6 $0 U.S. SEI ETF Strategies 1 2 3 4 5 6 $25,000 Global SEI Dynamic ETF Strategies 1 2 3 4 5 6 $25,000 Global SEI U.S. Focused ETF Strategies 1 2 3 4 5 6 $25,000 U.S. SEI Tax-Managed ETF Strategies 1 2 3 4 5 6 $25,000 Global SEI Strategies with Capital Group ® 1 2 3 4 5 6 $25,000 Global SEI U.S. Focused Strategies with Capital Group ® 1 2 3 4 5 6 $25,000 U.S. SEI Strategies with Dimensional 1 2 3 4 5 6 $25,000 Global SEI U.S. Focused Strategies with Dimensional 1 2 3 4 5 6 $25,000 U.S. SEI Target Allocation Strategy Suite. Tax-managed strategies utilize tax-loss harvesting. Tax-aware strategies utilize tax-efficient vehicles. 3 Strategy Family also can be implemented with Passive Large Cap wherever Large Cap exists (Risk profiles 3, 4, 5, 6). 4 Strategy Family also can be implemented with Factor ETFs wherever Large Cap exists (Risk profiles 2, 3, 4, 5, 6). SEI Strategies with Factors have $5,000 strategy minimums. The SEI Target Allocation Strategy Suite is a set of investment options and strategy families— financial building blocks—designed as a simpler way to help you curate a personalized portfolio that's aligned with the goals, risk profiles, and preferences of the clients you serve. Whether it's a strategy highlighted by SEI's manager-of-managers process, one with a preference for using third-party ETFs, or designed in coordination with one of our premier strategic partners, the strategies all share a common philosophy rooted in strategic asset allocation, diversified portfolio design, and active portfolio and risk management to align to a set of six risk/return profiles.

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