Advisor Flipbooks

10 SEI Target Allocation Strategy Suite Tax-Managed ETF Strategies SEI Strategies with Capital Group ® Combine SEIʼs disciplined and strategic approach based on the foundation of long-term capital market assumptions with Capital Group ETFs 5 in an effort to provide a high level of diversification across a variety of asset classes. Strategy family includes: SEI Strategies with Dimensional Combine SEI's disciplined investment approach based on the foundation of long-term capital market assumptions and strategic asset allocation with Dimensional ETFs. Strategy family includes: Asset allocation strategies developed by SEI on the foundation of long-term capital market assumptions. The SEI Tax-Managed ETF Strategies make use of a full complement of ETFs, selected by SEI, and seek to provide a high level of diversification across a variety of asset classes. • The strategies may use tax-management techniques such as purchasing municipal fixed-income ETFs to seek to create tax-exempt income, controlling the Strategyʼs turnover levels, selling securities with the least tax impact, and opportunistically harvesting losses • Strategy risk profiles span the range of fixed income to equity. • Through overlay portfolio management, the Strategies use the process of tax-loss harvesting—selling a security that has experienced a loss and replacing that sold security with a similar one, while seeking to maintain an optimal asset allocation and expected returns. By realizing, or "harvesting" a loss, investors can offset taxes on both gains and income. 10 • SEI Strategies with Capital Group are globally diversified and use Capital Group ETFs • SEI U.S. Focused Strategies with Capital Group are more heavily focused on U. S.-based asset classes and use Capital Group ETFs • SEI Tax-Managed Strategies with Capital Group use Capital Group ETFs , with a focus on managing the impact of taxes through the use of ETFs and active tax management • SEI Tax-Managed U.S. Focused Strategies with Capital Group use Capital Group ETFs, with a focus on managing the impact of taxes through the use of ETFs and active tax management • SEI Strategies with Dimensional are globally diversified and use Dimensional ETFs • SEI U.S. Focused Strategies with Dimensional are more heavily focused on U.S.- based asset classes and use Dimensional ETFs • SEI Tax-Managed Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management • SEI Tax-Managed U.S. Focused Strategies with Dimensional use Dimensional ETFs and seek to manage the impact of taxes through the use of ETFs with active tax-management

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