SEI Launches SEI Strategies with Capital Group
SEI (NASDAQ:SEIC) has announced the launch of SEI Strategies with Capital Group, a new series of ETF model portfolios. The partnership combines SEI's strategic asset allocation approach with Capital Group's ETFs in a unified managed account framework.
The launch includes 24 different portfolio models across four categories: standard strategies, U.S. focused strategies, tax-managed strategies, and U.S. focused tax-managed strategies, with six models in each category. The tax-managed portfolios feature ETFs' tax efficiency benefits, municipal bond ETF exposure, and systematic tax-loss harvesting capabilities.
This initiative comes amid strong industry growth, with asset managers and third-party strategist model providers experiencing a 21.4% asset growth rate in 2023. Capital Group currently offers 22 active ETFs in the U.S. market, designed for integration into core client portfolios.
SEI (NASDAQ:SEIC) ha annunciato il lancio di SEI Strategies with Capital Group, una nuova serie di portafogli modello ETF. La partnership combina l'approccio di allocazione strategica degli attivi di SEI con gli ETF di Capital Group all'interno di un framework di conto gestito unificato.
Il lancio include 24 diversi modelli di portafoglio suddivisi in quattro categorie: strategie standard, strategie focalizzate sugli Stati Uniti, strategie gestite fiscalmente e strategie gestite fiscalmente focalizzate sugli Stati Uniti, con sei modelli in ciascuna categoria. I portafogli gestiti fiscalmente offrono i vantaggi di efficienza fiscale degli ETF, esposizione agli ETF di obbligazioni municipali e capacità sistematiche di raccolta delle perdite fiscali.
Questa iniziativa arriva in un contesto di forte crescita del settore, con i gestori di attivi e i fornitori di modelli strategici di terze parti che registrano un tasso di crescita degli attivi del 21,4% nel 2023. Capital Group attualmente offre 22 ETF attivi nel mercato statunitense, progettati per l'integrazione nei portafogli principali dei clienti.
SEI (NASDAQ:SEIC) ha anunciado el lanzamiento de SEI Strategies with Capital Group, una nueva serie de carteras modelo ETF. La asociación combina el enfoque de asignación estratégica de activos de SEI con los ETF de Capital Group en un marco de cuenta gestionada unificado.
El lanzamiento incluye 24 modelos de cartera diferentes en cuatro categorías: estrategias estándar, estrategias centradas en EE. UU., estrategias gestionadas fiscalmente y estrategias gestionadas fiscalmente centradas en EE. UU., con seis modelos en cada categoría. Las carteras gestionadas fiscalmente presentan los beneficios de eficiencia fiscal de los ETF, exposición a ETF de bonos municipales y capacidades sistemáticas de recolección de pérdidas fiscales.
Esta iniciativa se produce en medio de un fuerte crecimiento en la industria, con gestores de activos y proveedores de modelos estratégicos de terceros experimentando un tasa de crecimiento de activos del 21,4% en 2023. Capital Group actualmente ofrece 22 ETF activos en el mercado de EE. UU., diseñados para su integración en las carteras principales de los clientes.
SEI (NASDAQ:SEIC)는 SEI Strategies with Capital Group라는 새로운 ETF 모델 포트폴리오 시리즈의 출시를 발표했습니다. 이 파트너십은 SEI의 전략적 자산 배분 접근 방식과 Capital Group의 ETF를 통합 관리 계좌 프레임워크 내에서 결합합니다.
출시에는 24개의 다양한 포트폴리오 모델이 포함되어 있으며, 네 가지 카테고리로 나뉩니다: 표준 전략, 미국 중심 전략, 세금 관리 전략, 미국 중심 세금 관리 전략으로 각 카테고리마다 여섯 개의 모델이 있습니다. 세금 관리 포트폴리오는 ETF의 세금 효율성 이점, 지방채 ETF 노출 및 체계적인 세금 손실 수확 기능을 특징으로 합니다.
이 이니셔티브는 자산 관리자와 제3자 전략 모델 제공업체가 2023년에 21.4%의 자산 성장률을 경험하는 등 강력한 산업 성장 속에서 이루어졌습니다. Capital Group은 현재 미국 시장에서 22개의 활성 ETF를 제공하여 주요 고객 포트폴리오에 통합되도록 설계되었습니다.
SEI (NASDAQ:SEIC) a annoncé le lancement de SEI Strategies with Capital Group, une nouvelle série de portefeuilles modèles ETF. Ce partenariat combine l'approche d'allocation stratégique d'actifs de SEI avec les ETF de Capital Group dans un cadre de compte géré unifié.
Le lancement comprend 24 modèles de portefeuille différents répartis en quatre catégories : stratégies standard, stratégies axées sur les États-Unis, stratégies gérées fiscalement et stratégies gérées fiscalement axées sur les États-Unis, avec six modèles dans chaque catégorie. Les portefeuilles gérés fiscalement présentent les avantages d'efficacité fiscale des ETF, l'exposition aux ETF d'obligations municipales et des capacités systématiques de récolte des pertes fiscales.
Cette initiative intervient dans un contexte de forte croissance du secteur, les gestionnaires d'actifs et les fournisseurs de modèles stratégiques tiers enregistrant un taux de croissance des actifs de 21,4 % en 2023. Capital Group propose actuellement 22 ETF actifs sur le marché américain, conçus pour s'intégrer dans les portefeuilles principaux des clients.
SEI (NASDAQ:SEIC) hat die Einführung von SEI Strategies with Capital Group angekündigt, einer neuen Reihe von ETF-Modellportfolios. Die Partnerschaft kombiniert SEIs strategischen Ansatz zur Vermögensallokation mit den ETFs von Capital Group in einem einheitlichen verwalteten Kontorahmen.
Der Launch umfasst 24 verschiedene Portfoliomodelle in vier Kategorien: Standardstrategien, auf die USA fokussierte Strategien, steueroptimierte Strategien und auf die USA fokussierte steueroptimierte Strategien, mit sechs Modellen in jeder Kategorie. Die steueroptimierten Portfolios bieten die steuerlichen Vorteile von ETFs, Exposition gegenüber kommunalen Anleihen-ETFs und systematische Möglichkeiten zur Verlustverrechnung.
Diese Initiative erfolgt vor dem Hintergrund eines starken Wachstums in der Branche, wobei Vermögensverwalter und Drittanbieter strategischer Modellanbieter eine Wachstumsrate der Vermögenswerte von 21,4 % im Jahr 2023 verzeichnen. Capital Group bietet derzeit 22 aktive ETFs auf dem US-Markt an, die für die Integration in die Kernportfolios der Kunden konzipiert sind.
- Launch of comprehensive ETF model portfolio suite addressing growing market demand
- Partnership with major investment provider Capital Group expands product offering
- Strong industry growth with 21.4% asset growth rate in 2023
- Advanced tax management features targeting high-income investors
- None.
Insights
SEI's launch of ETF model portfolios in partnership with Capital Group represents a strategic product expansion in the rapidly growing model portfolio market, which saw
The 24 new model portfolios are particularly well-designed with several distinctive features. The tax-managed variants address a significant pain point for affluent investors, as personal taxes constitute the largest expense for households earning over
The unified managed account (UMA) framework provides advisors with the flexibility to combine strategies and customize geographic exposures while maintaining tax efficiency. This represents an evolution of SEI's existing capabilities rather than a completely new direction, leveraging their established asset allocation expertise alongside Capital Group's ETF offerings.
This partnership creates a distribution channel for Capital Group's 22 active ETFs while enhancing SEI's product suite with minimal development costs, effectively leveraging complementary strengths of both organizations. The long-term growth potential appears promising as advisors increasingly adopt model-based approaches to serve more clients efficiently.
This SEI-Capital Group partnership directly addresses a critical business challenge facing financial advisors: the need to scale their practices while demonstrating clear value to sophisticated clients. By launching these model portfolios, SEI provides advisors with institutional-quality investment solutions that reduce the time spent on portfolio construction and rebalancing.
The timing is particularly advantageous. As advisor practices consolidate and competition intensifies, the ability to serve more clients without sacrificing personalization has become essential. These ETF models enable advisors to implement sophisticated tax management strategies—previously available mainly to ultra-high-net-worth clients—for a broader client base.
The four distinct portfolio families (standard, U.S.-focused, tax-managed, and U.S.-focused tax-managed) provide advisors with building blocks to address various client situations. The "Estimated Taxes Saved" reporting feature delivers a tangible metric advisors can use to demonstrate their value proposition beyond investment performance.
From a practice management perspective, these models represent more than just investment products—they're practice efficiency tools. By outsourcing portfolio construction to SEI's asset allocation team while incorporating Capital Group's ETFs, advisors can redirect time toward client acquisition and relationship management activities with higher ROI. This partnership reflects the broader industry shift toward value-added services beyond basic investment management as fee compression continues.
Leading Global Investment Providers Expand Strategic Partnership to Launch All-ETF Model Portfolios
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
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
Peter Thatch, Head of the Strategic Relationship Group for Capital Group, said:
"Capital Group offers 22 active ETFs in the
1 The Cerulli Report |
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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
Important Information
Information in the
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
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
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SOURCE SEI Investments Company
FAQ
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