For Financial Intermediary Use Only. Not For Retail Distribution.
Distribution-Focused
Strategies
This example shows how the three pools are allocated within the Stability
Tilt DFS Strategy.
Helping clients manage income with DFS
POOL
one.
Short term
0-7 years
Supports investment
goals that seek to
manage risk of loss
POOL
two.
Intermediate term
8-14 years
Supports investment goals
that seek growth while
managing the risk of loss
POOL
three.
Long term
15+ years
Supports investment goals
that seek maximum growth
over long-term horizons
27.5%
Long term
37.5%
Short term
35%
Intermediate
term
Stability Tilt
HELPING INVESTORS ADVANCE TO AND THROUGH RETIREMENT.
SEI Distribution-Focused Strategies (DFS) are a curated, holistic approach
to generating retirement income.
Key factors
• This customized experience tactically
allocates assets among three investment
pools—each with a distinct risk/return
objective.
• The investor's needs determine how
these pools are combined into a cohesive
investment strategy.
• Multiple pools allow greater flexibility
to balance individual income needs
against market volatility and the tax cost
of distributions.
• The goal of DFS is to provide a steady
stream of fixed-dollar cash flows and to
preserve principal for as long as possible.
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