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What we do

Tax management

It’s not what your investors make, it’s what they keep.

Many investors don’t realize how consequential taxes can be to their long term goals. Left unchecked, taxes can reduce returns significantly—and not just for the wealthy. Every investor stands to lose money due to inefficient tax management.

SEI’s tax-managed solutions have a well-established track record for helping investors keep more of what they have earned.  

Over the past two decades, we’ve built a range of innovative solutions. They align to investors’ individual long-term goals and risk tolerance, offering the potential for greater tax efficiency and sophistication to help produce more effective outcomes.

1 Source: SEI; Average annual capital gain distributions for each strategy since inception from 2007 to 2021 (except for Short Term and Equity strategies, which began in 2014, and Income strategy, which began in 2017).

 

Important information

There are risks involved with investing, including loss of principal. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise. Certain of the underlying Funds are managed to minimize tax consequences to investors, but will likely earn taxable income and gains from time to time.

Information and services provided by SEI Investments Management Corporation, a wholly owned subsidiary of SEI Investments Company. There are risks involved with investing, including loss of principal. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met.

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 U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax, penalties and/or interest which may be imposed by the IRS or any other taxing authority; (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. Accordingly, Clients should confer with their personal tax advisors regarding the tax consequences of investing with SIMC and engaging in the tax-management techniques described herein (including the described tax loss harvesting strategies) based on their particular circumstances. Clients and their personal tax advisors are responsible for how the transactions conducted in an account are reported to the IRS or any other taxing authority on the Client’s personal tax returns. SIMC assumes no responsibility for the tax consequences to any Client of any transaction.

Neither SIMC nor its affiliates 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.

For those portfolios of individually managed securities, SEI Investments Management Corporation (SIMC) makes recommendations as to which manager will manage each asset class. Upon SIMC’s termination of a manager from the program, SIMC may recommend a replacement money manager and the investor has the option to move the account assets to another custodian or to change the manager.