7 Individual Bond Strategies
Strategy name Benchmark index Target number of securities
Systematic U.S. Aggregate Bond Core
Bloomberg U.S. Aggregate Bond Index 15–35
Systematic Government Bond Core
ICE BofA US Treasury 3-7 Year Bond Index 7–20
Systematic Municipal Bond Core
ICE BofA 1-10 Year AAA-A Municipal Securities 15–35
SEI Systematic Core Strategies.
Systematic Core Strategies seek to provide total return from
income and capital appreciation.
The SEI Systematic Core Strategies are direct indexing solutions crafted to hold some of the
underlying securities that seek to replicate certain attributes of a selected index, providing
enhanced transparency and a more individualized approach to investing.
Investing directly in securities of some of the individual fixed-income issues—rather than
the pooled structure of a mutual fund or ETF—can offer greater control over gains and losses
throughout the year.
This is the case both during the transition of a portfolio, as well as through its ongoing daily
management—and you can still seek to maintain the risk-return profile of the index you are
attempting to match.
