Issue link: https://info.seic.com/i/1516814
9 SEI Target Allocation Strategy Suite Enabling personalization. SEI ETF Strategies Strategic asset allocation-approach developed by SEI and based on the foundation of long-term capital market assumptions. The Strategies utilize exchange-traded funds (ETFs) offered by leading third-party ETF manufacturersin an effort to provide a high level of diversification across a variety of asset classes. • Designed to maintain a relatively set combination of asset classes • SEI's Investment Management Unit researches and evaluates ETFs on a number of factors, including costs, tracking error, and liquidity • Strategy risk profiles span the range of fixed income to equity SEI Dynamic ETF Strategies Diversified active approach to asset allocation developed by SEI based on the foundation of long-term capital market assumptions and may more actively adjust allocations in an effort to enhance risk-return profile. The Dynamic ETF Strategies seek diversification across a variety of asset classes. • SEIʼs Investment Management Unit researches and evaluates ETFs on a number of factors, including costs, tracking error, and liquidity • The strategies may implement a series of trades designed to tilt them away from their strategic long-term positions • Active asset allocation decisions are typically based on SEI's expectations for market conditions or changes to SEIʼs capital market assumptions SEI U.S. Focused ETF Strategies Traditional, long-term strategic asset allocation approach, developed by SEI and based on the foundation of long-term capital market assumptions. The U.S. Focused ETF Strategies are all oriented to U.S. markets and asset classes in an effort to provide a high level of diversification across a variety of asset classes • SEIʼs Investment Management Unit researches and evaluates ETFs on a number of factors, including costs, tracking error, and liquidity • Strategy risk profiles span the range of fixed income to equity • Substantial and diversified to U.S.-based asset classes, including both U.S. equity and fixed income