Issue link: https://info.seic.com/i/1523140
For Financial Intermediary Use Only. Not For Retail Distribution. CUR ATED AND DIVERSIFIED TO HELP KEEP INCOME GOALS ON TR ACK. We understand that one size doesn't fit all. That's why we offer a range of strategies, consisting of mutual funds, ETFs, or a combination of both to tailor portfolios to your clients' unique financial goals. Key factors • All Income-Focused Strategies are implemented using institutional, high- quality, specialist money managers. • Tax-aware and tax-managed options are available to help investors keep more of what they earn. • Our active management approach and consistent investment oversight are designed to maximize returns, decrease risk, and manage volatility. • Strategies are designed to help generate total return with an emphasis on income, with varying risk exposures. Income-Focused Strategies 4 Dynamic ETF Income Strategy The strategy seeks to provide a high level of current income through participation in U.S. and international fixed-income markets and to a lesser extent equity markets. The strategy invests in exchange-traded funds offered by SEI or other fund families and may be diversified across ETFs that allocate to asset classes other than equity and fixed income. Eligible to be used in a UMA strategy. Tax-Managed ETF Income Strategy The strategy seeks to provide a high level of current income through participation in U.S. and international fixed-income markets and to a lesser extent equity markets. The strategy invests in exchange-traded funds and seeks to manage the impact of taxes through the use of ETFs, including ETFs with substantial municipal securities, and active tax-management. Eligible to be used in a UMA strategy. 11.25% Vanguard International High Dividend Yield ETF 16.75% Vanguard High Dividend Yield ETF 22.50% SPDR Portfolio High Yield Bond ETF 2.50% Simplify MBS ETF 5.25% iShares MBS ETF 9.00% iShares Broad USD Investment Grade Corporate Bond ETF 3.00% iShares 1-5 Year Investment Grade Corporate Bond ETF 5.00% Invesco Senior Loan ETF 11.25% Vanguard Emerging Markets Government Bond ETF 11.25% VanEck J.P. Morgan EM Local Currency Bond ETF 1.25% Vanguard Long-Term Corporate Bond ETF 1.00% Cash/cash equivalents 1 Allocations as of 3/31/25 and subject to change. Available as part of SEI's Managed Account Solutions. 1 The investment to cash or cash equivalents is not an investment decision. 12.75% Vanguard International High Dividend Yield ETF 19.25% Vanguard High Dividend Yield ETF 5.00% Vanguard Mortgage-Backed Securities ETF 27.00% VanEck High Yield Muni ETF 17.00% iShares National AMT-Free Muni Bond ETF 4.00% Invesco Senior Loan ETF 5.00% Global X U.S. Preferred ETF 4.50% Vanguard Emerging Markets Government Bond ETF 4.50% VanEck J.P. Morgan EM Local Currency Bond ETF 1.00% Cash/cash equivalents 1 Allocations as of 3/31/25 and subject to change. Available as part of SEI's Managed Account Solutions. 1 The investment to cash or cash equivalents is not an investment decision.