For Financial Intermediary Use Only. Not For Retail Distribution.
Real Income Strategy
This strategy focuses on generating inflation-sensitive
income and uses a combination of both active managers
and passive ETFs.
Eligible to be used in a UMA strategy.
High Income Strategy
This strategy seeks to provide a high level of current income
and continuity of income and uses both active managers and
passive ETFs. This approach is designed to mix passive in the
most efficient asset classes and active in areas where they have
the most opportunity for success.
Eligible to be used in a UMA strategy.
20.00% BNY Mellon Global Real Estate Securities Fund
20.00% Frontier MFG Core Infrastructure Fund
15.00% Global X MLP ETF
44.00% Schwab U.S. TIPS 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.
10.00% Global X MLP ETF
25.00% JPMorgan High Yield Fund
20.00% Global X U.S. Preferred ETF
19.00% T. Rowe Price Floating Rate Fund
12.50% Neuberger Berman Emerging Markets Debt Fund
12.50% Vanguard Emerging Markets Government 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.
6
