ETF Strategies

These strategies provide low cost, tax-efficient exposures to many segments of the financial markets.

At a time when investors are more sensitive to tax implications, our ETF Strategies provide advisors with the flexibility and transparency that your clients demand.

These solutions not only address your clients' investment goals, but may also help offset the increase in taxes:

  1. Tactical ETF Strategies: aim to balance risk and return
  2. Tax-managed ETF Strategies: work toward reducing taxable distributions with techniques like opportunistically harvesting losses and purchasing municipal fixed-income ETFs to create tax-exempt income 

Are ETF Strategies right for you?

When you use ETF Strategies, you may benefit from the same research, discipline and market insights available to the largest institutional and private investors. Consider an ETF Strategy if you:

  • Seek an investment option with lower fees
  • Prefer the lower tracking error of ETFs vs. their indices
  • Want to benefit from the ETF structure that can provide a tax advantage relative to actively traded peer groups over longer holding periods

Legal Note

The ETFs in the portfolio are subject to tracking error risk, or the risk that the ETF's performance may vary substantially from the performance of the index it tracks as a result of cash flows, expenses, imperfect correlation between the ETF and the index and other factors.

The strategies are investment advisory services that are advised by SEI Investments Management Corporation (SIMC). There are risks involved with investing including loss of principal. Consider the portfolio's investment objectives, risks, charges and expenses carefully before investing. Information on the underlying ETFs may be found in each ETF's prospectus.

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 see SIMC's Form ADV Part 2A (or the appropriate wrap brochure) for a full disclosure of the fee schedule.