SEI Expands Direct Index Equity SMA Options
Portfolio Pulse from
SEI has expanded its direct index separately managed account (SMA) strategies and unified managed account (UMA) solutions, focusing on providing more sophisticated, scalable, and tax-optimized investment options for financial advisors and their clients.
March 31, 2025 | 1:15 pm
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POSITIVE IMPACT
SEI's strategic expansion of direct index and managed account solutions could attract more financial advisors by offering more sophisticated and tax-efficient investment strategies.
Product expansion demonstrates SEI's commitment to innovation, which could attract more advisors and potentially increase assets under management, positively impacting stock performance.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100