9
Unified Managed
Accounts (UMAs).
Gain the power of an overlay portfolio manager
UMAs provide the ability to coordinate investments (SMAs, mutual funds,
ETFs, and other investments) within a single account.
At SEI, UMAs are managed by an overlay portfolio manager, who monitors the
entire portfolio and makes adjustments as needed to help ensure the client
parameters, such as target allocation and investment strategy, are being met.
This includes periodic rebalancing with a priority on tax coordination.
With a birds-eye view of the portfolio across all securities and managers, the
overlay portfolio manager employs a variety of methods with the goal of
optimizing the portfolio for tax efficiency, risk management, and flexibility.
