6 SEI Stability-Focused Strategies
Strategies in pursuit
of stability.
SEI Stability Strategies
Asset allocation approach developed by SEI that
is comprised of SEI mutual funds and seeks to
provide a high level of diversification across a
variety of asset classes. The Stability Strategies
span a range of investment options relative to a
drawdown range.
• The targeted drawdown range differs
across the Stability Strategies and
increases commensurate with the
increased risk profile of a Strategy.
• Active large-cap ETFs are available
for enhanced personalization.
SEI Tax-Aware Stability Strategies
Asset allocation approach developed by SEI that
is comprised of SEI mutual funds and seeks to
provide a high level of diversification across a
variety of asset classes.
• The Strategies seek to reduce the impact
of taxes by selecting mutual funds that
invest substantially in municipal securities
that pay interest exempt from federal tax.
• Active large-cap ETFs are available
for enhanced personalization.
Stability-Focused Strategies
Equity
Fixed Income
Multi-Asset
Cash
SEI Risk Expectation
SEI
Return
Expectation
Short Term
Defensive
Conservative
Moderate
Strategy families include:
