OAKS, PA — SEI® (NASDAQ: SEIC) has announced a significant expansion of its direct index separately managed account (SMA) strategies alongside enhancements to its unified managed account (UMA) solutions. These updates are designed to provide financial advisors with more sophisticated, scalable, and tax-efficient investment options tailored for clients ranging from mass-affluent to ultra-high-net-worth investors.
The expanded strategies include new direct index SMAs developed by SEI Investment Management Corporation and Parametric Portfolio Associates. SEI’s lineup now features the Systematic S&P 500® Core, Systematic U.S. SMID Cap Core, and Systematic U.S. Small Cap Core strategies. Meanwhile, Parametric is adding Custom Core U.S. Large Cap – S&P 500®, Custom Core U.S. Mid and Small Cap 1000, and Custom Core U.S. Small Cap strategies to its existing Custom Core® Equity solutions.
Erich Holland, Head of Client Experience for SEI’s Advisor business, highlighted the trends shaping the market. “The expansion of our direct index SMAs underscores three major trends in the advisor segment today: the increasing demand for solutions to optimize tax-efficiency, the combination of public beta and private alpha into UMA investment strategies, and the expansion of model adoption to integrate these sophisticated investment solutions at scale. And with technology at the core of delivery, everything we’re doing is through the lens of enhancing the client experience,” said Holland.
Focus on Tax Optimization
SEI’s new offerings emphasize tax efficiency, employing strategies that actively harvest tax losses during market volatility while deferring gains for greater tax optimization. Advisors are also provided with personalized Estimated Taxes Saved reports, which detail client-specific year-to-date tax savings or liabilities generated through active tax management.
Jim Smigiel, SEI’s Chief Investment Officer, reinforced the company’s commitment to addressing specific client needs. “Our goal remains on designing and offering best-in-class solutions that help anticipate and solve for specific client needs. By broadening our direct index equity SMAs with additional SEI Systematic Core strategies and Parametric Custom Core strategies, we continue to offer flexible, customizable, and tax-optimized solutions that support advisors striving to deliver better client outcomes through institutional-quality investment solutions,” Smigiel stated.
Meeting Growing Demand in Wealth Management
With personalization becoming increasingly important in wealth management, the integration of direct index solutions and custom SMAs allows for tailored portfolios that minimize tax burdens while aligning with specific client goals. SMAs provide personalized, professional management of individual accounts, while UMAs enable the consolidation of multiple investment strategies into a single account structure. This combined flexibility supports after-tax return optimization, strengthens outcomes for investors, and bolsters the advisor-client value proposition.
Through these latest advancements, SEI continues to affirm itself as a key player in delivering efficient, customized investment solutions that address the evolving needs of clients and advisors alike.
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