Business
SEI Expands Tax Management and Overlay Capabilities
ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for
About this update from Sei Investments Company
[{"type":"text","content":"\n ETF Integration, Tax Transition Expansion, and Enhanced Tax Optimization Helps Advisors Strengthen Portfolio Customization and After-Tax Outcomes for Investors\n \n \n OAKS, Pa., Nov. 12, 2025 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a significant expansion of its tax management and overlay capabilities for separately managed account (SMA) and unified managed account (UMA) solutions. The enhancements provide advisors with greater control, transparency, and optionality for tax-management customization, in an effort to support both immediate and long-term tax benefits for investors.\n Built on the foundation of nearly two decades of tax overlay services, this expansion advances SEI's commitment to tax minimization, which matters most according to high-net-worth advisor practices. In fact, 73% of them consider tax minimization as their top investment objective priority¹.\n Designed to help advisors optimize tax outcomes, SEI's Tax Management and Overlay capabilities now feature a more robust process. From tax transition analysis, through implementation and portfolio design, to portfolio management and client-centric reporting, these capabilities are designed to integrate tax considerations through multiple phases of the wealth management process and add value to advisor-client relationships. With the expansion, the integrated approach supports tax optimization by:\n \n \n Transitioning existing securities, including both individual stocks and exchange-traded funds (ETFs) with thoughtful tax analysis and potential portfolio inclusion\n \n Coordinating trading and overlay management, including both single-strategy SMAs, direct indexing, and multi-manager UMAs, to help avoid wash sales and optimize portfolio allocations\n \n Enabling an annual capital gains budget, designed to intentionally target a maximum for annual gains realization, for strategic planning and tax control\n \n Automating tax-loss harvesting with daily security and tax-lot level analysis for opportunities to realize capital losses\n \n Providing investor-centric reporting with the Estimated Taxes Saved Report, which includes both year-to-date and since-inception quantified value through integrated tax management\n \n \n Erich Holland, Head of Client Experience for SEI's Advisor business, said:\n \n \"These enhancements underscore our focus on simplifyin...