The new offerings include a mix of tax-management and traditional strategies. According to the company, the new product will offer advisors access to specialized managers that were previously unavailable to retail investors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
Developed as a lower-cost alternative to traditional active management strategies, SEI’s tactical ETF offering consists of three distinct strategies: conservative, moderate, and growth.
SEI said that its research-based approach will identify and select those ETFs that offer the best chance to track their benchmarks and meet the portfolio strategies’ objectives.
"Advisors can select packaged strategies based on the investing goals and risk tolerances of their clients," SEI said in a statement.
SEI has organized strategies into tax-managed and traditional asset allocation options and will be available based on an individual’s investment objective and risk tolerance.
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataKevin Crowe, senior vice president of product development at SEI Advisor Network, said: "Clients are demanding more investment choice and flexibility and we’ve developed a unique set of strategies to help our advisors meet those needs and remain competitive."
"These offerings are both packaged and customizable, delivering the flexibility and investment choice that have become so important in today’s environment. Ultimately we’re confident that they will deliver results for our advisors and their clients in order to help them attain their goals," Crowe added.
