Advisor Flipbooks

8 SEI Target Allocation Strategy Suite Powering wealth. SEI Strategies • Designed with SEIʼs manager-of-managers mutual funds, with investment-style specialization • Passive large-cap mutual funds or active large-cap ETFs are available for enhanced personalization • SEI Tax-Aware Strategies are designed to limit taxable fund distributions SEI Dynamic Strategies • Designed with SEIʼs manager-of-managers mutual funds, seeking to maximize returns and manage investment risk • Passive large-cap or active large-cap ETFs are available for enhanced personalization • SEI Tax-Aware Dynamic Strategies are designed to limit taxable fund distributions SEI U.S. Focused Strategies • Designed with SEI's manager-of-managers mutual funds, with investment-style specialization • Passive large-cap mutual funds or active large-cap ETFs are available for enhanced personalization • Allocates to mutual funds seeking substantial and diversified exposure to U.S.-based asset classes, including both U.S. equity and fixed income Utilize a strategic asset allocation approach developed by SEI on the foundation of long-term capital market assumptions and seek to provide a high level of diversification across a variety of asset classes. Implement a dynamic asset allocation approach developed by SEI based on the foundation of long-term capital market assumptions. The SEI Dynamic Strategies seek to achieve high levels of diversification across a variety of asset classes. Utilize a strategic asset allocation approach developed by SEI with a focus on U.S. asset classes. The SEI U.S. Focused Strategies were developed on the foundation of long-term capital market assumptions and seek to provide a high level of diversification across a variety of asset classes.

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