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SEI Includes Suite of Tax-Sensitive Techniques Including Capital Group ETFs and American Funds


May 5, 2022

New Solutions Provide Improved Tax Performance and Financial Investment Versatility

OAKS, Pa., Might 4, 2022/ PRNewswire/– SEI ® ( NASDAQ: SEIC) today revealed it has actually broadened its suite of designs including Capital Group exchange traded funds (ETFs) and American Funds shared funds to consist of 12 brand-new tax-sensitive services. The brand-new services support independent consultants’ capability to provide goals-based, customized wealth management through the SEI Wealth Platform SM ( SWP).

The SEI Techniques including the American Funds introduced in 2020 and provide a varied choice of portfolios assigned throughout areas, threat tolerances, and financial investment goals. SEI’s Financial investment group constructs the portfolios by choosing a variety of American Funds, accessed through low-priced F-3 shares, to offer scale and performance for consultants using a transparent, goals-based technique for their customers.

The 12 brand-new methods are hybrid design portfolios that integrate Capital Group’s active transparent ETFs and American Funds in an effort to make the most of tax-efficient equity and tax-advantaged set earnings direct exposures throughout a variety of varied tactical property allowances. With the capability to pick worldwide or U.S.-focused portfolios, the brand-new methods provide consultants extra personalization and tax management abilities within SWP.

J. Womack, Handling Director of Financial Investment Products and Customization for SEI’s consultant service, stated:

” As customers continue to require customization and openness in their financial investment portfolios, it’s important that their consultants have access to a wide variety of services that support a goals-based wealth management method. We are enjoyed additional broaden our relationship with Capital Group and continue to contribute to the SEI Techniques including Capital Group ETFs and American Funds, which are created to provide targeted financial investment results, tax performance, and versatility throughout worldwide and U.S.-specific allowances. Our ingenious end-to-end consultant innovation platform and financial investment viewpoint, coupled with Capital Group’s financial investment technique, empowers consultants as they intend to attain their customers’ monetary objectives and develop brave futures SM

Holly Framsted, Head of ETFs at Capital Group, stated:

” This is the very first time our recently-launched ETFs will be offered in a design wrapper along with our American Funds. We are happy to deepen our relationship with SEI as they release these newest tax-aware methods for consultants and their customers. The suite of 12 brand-new methods supplies financiers with significant tax benefits and versatility, using consultants another important set of tools to support their customers’ goals-based methods, showing the shared dedication by SEI and Capital Group to provide exceptional long-lasting financial investment services to financiers.”

About SEI ®
SEI (NASDAQ: SEIC) provides innovation and financial investment services that link the monetary services market. With abilities throughout financial investment processing, operations, and property management, SEI deals with corporations, banks and specialists, and ultra-high-net-worth households to resolve issues, handle modification and assistance safeguard possessions– for development today and in the future. Since March 31, 2022, SEI handles, recommends, or administers roughly $ 1.3 trillion in possessions. To learn more, see seic.com

About Capital Group
Capital Group, house of the American Funds, has actually been singularly concentrated on providing exceptional outcomes for long-lasting financiers utilizing high-conviction portfolios, extensive research study and private responsibility because 1931.

Since December 31, 2021, Capital Group handles more than $ 2.7 trillion in equity and set earnings possessions for countless private and institutional financiers worldwide. Capital Group handles equity possessions through 3 financial investment groups. These groups make financial investment and proxy ballot choices separately. Set earnings financial investment specialists offer set earnings research study and financial investment management throughout the Capital company; nevertheless, for securities with equity attributes, they act exclusively on behalf of among the 3 equity financial investment groups.

To learn more, see capitalgroup.com

Neither SEI nor its subsidiaries offer tax guidance. Please keep in mind that (i) any conversation of U.S. tax matters included in this interaction can not be utilized by you for the function of preventing tax charges; (ii) this interaction was composed to support the promo or marketing of the matters attended to herein; and (iii) you need to consult based upon your specific scenarios from an independent tax consultant.

Business Contact: (* ) Netanel Spero (* ) SEI (* ) +1 610-676-4556

Media Contact: (* ) Kerry Mullen (* ) Vested (* ) +1 201-674-4185 (* ) SOURCE SEI Investments Business (* ) Source link (* ).

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