SEI expands tax-management tools for SMAs and UMAs
SEIC•SEI expands integrated tax management tools
SEI rolled out enhancements to integrated tax management for SMAs and UMAs, targeting improved after-tax outcomes for investors.
- The upgrade expands eligible assets to include certain mutual funds alongside ETFs and individual securities, supporting tax-aware portfolio transitions.
- A new transition option aims to manage significant unrealized gains by phasing implementation while balancing tax objectives with tracking-error constraints.
- Added gains-budget tools let advisors set annual net realized gains targets to align portfolio management with client tax preferences.
