6
Faster growth can help
drive more revenue.
Leveraging an asset location analysis can measure the tax efficiency of all
portfolios across a firm's business on a scale from 0 to 100. A score of 100
means the firm's clients are protected as much as possible from paying
unnecessary taxes while maximizing growth for the household and revenue
for the firm. The analysis can also be used with individual clients to help them
visualize the potential improvements to their investment outcomes.
The effects of optimization can have a big impact on growth. By leveraging
an asset location analysis with SEI's Multi-Account Overlay, you can unlock
the power of tax optimization for investors, and your firm.
Least
Tax-efficient
Most
Tax-efficient
Firm score
before
optimization
Firm score
after
optimization
100 34
For illustrative purposes only.
Effects of optimization
10-year
optimized
outcomes
+ $100,325,602
10-year AUM increase
+ $4,996,530
Potential revenue increase
+ 0.45%
After-tax improvement
