Issue link: https://info.seic.com/i/1538968
31 PARTNERSHIP FORUM STRATOS AND SEI Important Information. SIMC is the manager of the SEI ETF Strategies. Consider the Strategies'' investment objectives, risks charges and expenses carefully before investing. The Strategies invest in exchange-traded products (ETPs) to obtain the desired exposure to an asset class. A copy of each ETFs prospectus is available upon request. The prospectus includes information concerning each fund's investment objective, strategy and risks. The Strategies investment performance, because they are a portfolio of funds, depends on the investment performance of the underlying funds in which they invest. The funds in the portfolio are subject to tracking error risk, or the risk that the fund's performance may vary substantially from the performance of the index it tracks as a result of cash flows, expenses, imperfect correlation between the fund and the index and other factors. The Strategies may include exposure to ETFs that are sponsored and managed by SEI now or in the future. SEI will first determine if an offered SEI ETF meets the asset class requirement and, if so, will use the SEI ETF as part of the Strategy. This determination is based on a variety of factors, including the SEI ETF's stated investment strategy and its alignment to the asset class requirements as determined in SEI's discretion. If no such SEI ETF fits the necessary asset class requirement, SEI will instead select from third party ETFs. This may be subject to change. Please refer to SEI Investments Management Corporations (SIMC's) Form ADV and Wrap Fee Program Brochure for additional disclosure regarding allocations to SEI propriety ETFs and associated conflicts of interest Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results. Certain economic and market information contained herein has been obtained from published sources prepared by other parties, which in certain cases have not been updated through the date hereof. While such sources are believed to be reliable, neither SEI nor its affiliates assumes any responsibility for the accuracy or completeness of such information and such information has not been independently verified by SEI. There are risks involved with investing, including loss of principal. The value of an investment and any income from it can go down as well as up. Investors may get back less than the original amount invested. Returns may increase or decrease as a result of currency fluctuations. Past performance is not a reliable indicator of future results. Investment may not be suitable for everyone. This material is not directed to any persons where (by reason of that person's nationality, residence or otherwise)the publication or availability of this material is prohibited. Persons in respect of whom such prohibitions apply must not rely on this information in any respect whatsoever. The estimated taxes saved report is prepared by SIMC. The content of the report is based on information provided to SIMC by the end investor through his/her financial advisor. Analysis is performed at request of the financial advisor and is for the sole use with the individuals named herein. Nothing contained herein shall be construed as a solicitation or a recommendation to transact in any security and the recipient shall not use the contents of the report as the sole basis for making an investment decision. The report is provided for educational purposes only. In performing its analysis, SIMC may utilize various analytical tools from, but not limited to, SmartLeaf and Parametric Portfolio Assoc. These analytical tools are designed to assist SIMC in its analysis and while SIMC believes that these analytical tools produce beneficial output, SIMC does not guarantee its accuracy. Environmental, social and governance (ESG) guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider ESG guidelines when making investment decisions. ESG and Sustainability are not uniformly defined across the industry. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice and is intended for educational purposes only. This information may not be applicable to all programs offered through Investment Adviser Services.