4 SEI Managed Account Solutions
Understanding
personalized solutions.
DIREC T INDEXING
SEI offers direct indexing—an investment approach that utilizes SMAs and goes beyond
traditional index investing, like through mutual funds and ETFs, instead letting you own
individual stocks that reflect the characteristics of the index and can be fully customized
to meet specific preferences and goals.
Separately Managed
Accounts (SMAs)
Separately Managed Accounts
(SMAs) are professionally
managed portfolios generally
made up of individual securities
that can be personalized around
client needs while focusing on a
targeted investment objective.
They offer transparency through
direct ownership of securities,
more customization, and some key
tax advantages over mutual funds
and ETFs.
Unified Managed
Accounts (UMAs)
Unified Managed Accounts (UMAs)
are a structure around multiple
professionally managed investment
strategies—including SMAs, mutual
funds, and ETFs—coordinated by
an overlay portfolio manager to
streamline investment management
and provide benefits beyond those
of a single strategy.
