Independent Advisor Solutions by SEI’s Systematic Core Strategies seek to modernize the traditional structure of passive investing by directly purchasing a subset of the individual stocks within a broad market index.

Designed for the complex needs and desires of investors today, we’ve taken traditional passive investing a step ahead. By harnessing the power of technology, you can deliver greater transparency to your clients with three cutting-edge strategies defined by their priorities.

Fill out the form to learn how SEI's Systematic Core Strategies offer:

  • Cost-effective, broad equity exposure
  • Active tax management¹
  • Control and personalization through screening
  • Flexible investment implementation options

Interested in learning more? Fill out the form to speak to an SEI representative:

Legal Note

For use by RIA by its client.

1Tax management is only applied to taxable accounts.

Independent Advisor Solutions by SEI is a strategic business unit of SEI Investments Company (SEI).

Investment services are provided by SEI Investments Management Corporation (SIMC). SIMC is a wholly owned subsidiary of SEI.

For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. SIMC may recommend the termination or replacement of a money manager and the investor has the option to move the account assets to another custodian or to change the manager as recommended.

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

Neither SEI nor its subsidiaries 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; (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.

There are risks involved with investing, including loss of principal. There is no assurance the goals of the strategy discussed will be met nor that risk can be managed successfully. Tracking error risk is the risk that the performance of a portfolio designed to track an index may vary substantially from the performance of the benchmark index it tracks as a result of cash flows, portfolio expenses, imperfect correlation between the portfolio’s and benchmark’s investments and other factors. This risk is magnified when sampling a benchmark index as the strategy may not track the return of its benchmark index as well as it would have if the strategy purchased all of the securities in its benchmark index.

Environmental, social and governance (ESG) guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider ESG guidelines when making investment decisions.

In all cases, a Client may, at any time, impose reasonable restrictions on the management of a Client’s account. Such restrictions may include one or more “screens” offered by SIMC that restrict or permanently remove securities from the

Client’s selected strategy on the basis of ESG or other criteria.

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