SEI Launches SEI Strategies with Capital Group

Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios

OAKS, Pa., March 17, 2025 /PRNewswire/ -- SEI^® (NASDAQ: SEIC) today announced the launch of SEI Strategies with Capital Group^®, a new lineup of model portfolios that complements its existing suite of core building block solutions for investor portfolios. The new models are comprised entirely of exchange-traded funds (ETFs), combining SEI's disciplined and strategic approach to asset allocation and portfolio construction with Capital Group's ETFs.

The new portfolios, offered in a unified managed account (UMA) framework, provide flexibility to combine strategies and manage both geographic exposures and tax sensitivity, which include:

• Six SEI Strategies with Capital Group
• Six SEI U.S. Focused Strategies with Capital Group
• Six SEI Tax-Managed Strategies with Capital Group
• Six SEI U.S. Focused Tax-Managed Strategies with Capital Group

Across the industry, the demand for model portfolios continues to grow, with asset managers and third-party strategist model providers boasting a 21.4% asset growth rate in 2023.¹

Among other features, the 12 new tax-managed models are uniquely designed to feature ETFs' tax efficiency benefits, exposure to municipal bond ETFs for generation of tax-free income, systematic and opportunistic tax-loss harvesting, and accompanying "Estimated Taxes Saved" report—all as a part of SEI's robust commitment to tax-managed investment management.

Erich Holland, Head of Client Experience for SEI's Advisor business, said:

"The SEI Strategies with Capital Group combine the synergy of SEI's rigorous and disciplined investment approach with the Capital System™, Capital Group's multi-manager approach to investing, to provide a diverse range of portfolio building blocks. Together, we leverage our shared tenured investment experience, market leadership, and innovative spirit to help investors reach their goals.

"Personal taxes are the highest single expense for households with income greater than $200,000.² Investors wants the benefits of tax optimization, and advisors want to expand on—and further demonstrate—the value they can deliver to their clients, while maximizing time and cost efficiency. The full suite of ETFs integrated with SEI's technology for tax management is an exemplification of our client-first mindset."

Peter Thatch, Head of the Strategic Relationship Group for Capital Group, said:

"Capital Group offers 22 active ETFs in the U.S., constructed at the request of our clients that could best be implemented into the core of their client portfolios, knowing they would be used by home offices and in financial professionals' models portfolios. The partnership with SEI Strategies will help to meet the needs of financial professionals who are increasingly focusing on the broader wealth needs of their clients and using these types of efficient asset allocation tools in the active ETF form."

¹ The Cerulli Report | U.S. Managed Accounts 2024.
² U.S. Department of Labor, Bureau of Labor Statistics, Consumer Expenditure Survey, 2021.

About SEI^®
SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to help drive growth, make confident decisions, and protect futures. As of Dec. 31, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets. For more information, visit seic.com.

Important Information
Information in the U.S. provided by SEI Investments Management Corporation (SIMC), a federally registered investment advisor and wholly owned subsidiary of SEI Investments Company (SEI), is the manager of the SEI Strategies with Capital Group ("the Strategies"). As such SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class.

Neither your financial advisor, SEI, nor its subsidiaries is affiliated with Capital Group. All Capital Group trademarks are registered trademarks owned by the Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies.

Investing involves risk, including the potential loss of principal. Diversification may not protect against market risk. There is no guarantee the objectives of the Strategies will be achieved.

Consider the Strategies Investment objectives, risks, charges, and expenses carefully before investing. The Strategies invest in funds to obtain the desired exposure to an asset class. A copy of the prospectus is available upon request. The prospectus includes information concerning each fund's investment objectives, strategies and risks.

Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income and investments.

Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks. The return of principal for bond bonds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investments in mortgage-related securities involve additional risks, such as prepayment risk. The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds. A nondiversified fund has the ability to invest a larger percentage of assets in the securities of a smaller number of issuers than a diversified fund. As a result, poor results by a single issuer could adversely affect fund results more than if the fund were invested in a larger number of issuers. See the applicable prospectus for details.

To the extent a Capital Group exchange-traded fund (ETF) is not available for a desired asset class exposure, SIMC will construct the Strategy with an allocation to ETFs offered by other fund families. If a Capital Group ETF becomes available after the initial purchase of a Substitute ETF, the Strategy will, within a reasonable time period, fully redeem from the Substitute ETF and purchase the Capital Group ETF, which may result in a capital gain. Nevertheless, if a Substitute ETF is included in the Strategy at any point, the results of the Strategy will differ from the results of a model portfolio consisting solely of Capital Group ETFs.

Tax and Tax Management Techniques Disclosures – SIMC does not represent in any manner that the tax consequences described as part of its tax-management techniques and strategies will be achieved or that any of SIMC's tax-management techniques, or any of its products and/or services, will result in any particular tax consequence. The tax consequences of the tax-management techniques, including those intended to harvest tax losses, and other strategies that SIMC may pursue are complex and uncertain and may be challenged by the IRS. Neither SIMC nor its affiliates provide tax advice.

Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax, penalties and/or interest which may be imposed by the IRS or any other taxing authority; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor. Accordingly, Clients should confer with their personal tax advisors regarding the tax consequences of investing with SIMC and engaging in the tax-management techniques described herein (including the described tax loss harvesting strategies) based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the Client's personal tax returns. SIMC assumes no responsibility for the tax consequences to any Client of any transaction.

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SOURCE SEI Investments Company