Issue link: https://info.seic.com/i/1527744
Tax Sensitivity Helping clients keep more of what they earn by managing for tax efficiency is a cornerstone of our investment philosophy. Overlaying this filter can ensure you're viewing options that utilize tax-efficient vehicles and can help mitigate the negative effects of taxes on investment income and capital gains. Tax-aware Tax-aware strategies utilize tax-efficient vehicles. Tax-managed Tax-managed strategies seek to opportunistically harvest losses across securities through tax-loss harvesting. Goal Whether you're looking to help clients grow, preserve, or spend their assets given their time frame, the Portfolio Evaluator can assist you in identifying potential options designed to help meet a variety of investment goals. Grow Growing assets involves setting clear objectives and maintaining focus on achieving them. These clients aim to build their portfolios and accumulate wealth over time. Preserve Having worked diligently to build their wealth, these clients seek to preserve their accumulated assets. Their goal is to manage the risk of loss, while helping to ensure they can continue their current lifestyle. Spend Clients in this category have invested wisely seeking to secure a steady income for when they need it. Their aim is to generate income from investments to meet their spending needs. Investment vehicle Explore diverse investment strategies by strategy family, ranging from multi- manager fund strategies, SEI-managed ETFs, third-party ETF Strategies, Managed Account Solutions (SMA & UMA), and premier strategic partners. Mutual funds Mutual funds + ETFs ETFs The strategies all share a common philosophy rooted in strategic asset allocation, diversified portfolio design, and active portfolio and risk management. Putting it all together. Search, select, compare. These overlaid filters, paired with market insights, work to provide an informed consideration set that is highly personalized to your clients' needs. Browse SEI's options to pinpoint the most suitable choices based on a variety of filters. Whether you're seeking a ready-made solution or a custom portfolio tailored to specific client needs, evaluating your options has never been easier. Filter: Goal All Strategies Filter: Tax sensitivity Filter: Investment vehicle Personalized investment