SEI Investments Unveils Innovative Strategy With Capital Group Partnership
In a groundbreaking move, SEI Investments Co. (SEIC) has teamed up with Capital Group to introduce SEI Strategies aimed at transforming tax solutions for investors. Through this collaboration, both firms seek to offer cutting-edge model portfolios, boosting tax efficiency and portfolio management techniques.
The Vision Behind SEI Strategies
The launch of SEI Strategies marks a strategic response to the ever-growing demand for comprehensive tax solutions and advanced investment strategies. These tailor-made portfolios are designed to align with meticulous asset allocation and portfolio construction practices. According to TradingView, this initiative perfectly integrates SEI’s strategic discipline with Capital Group’s proven ETF methodologies.
Innovative Portfolio Management
A distinctive feature of these new offerings is the use of a unified managed account (UMA) structure, presenting a flexible approach for incorporating diverse investment strategies. The range includes six innovative SEI strategies with Capital Group, tailored to meet specific geographic and tax sensitivity needs.
These portfolios are about more than optimization; they’re engineered to maximize tax benefits through strategic exposure to municipal bond ETFs, tax-loss harvesting, and comprehensive reporting on estimated tax savings. Erich Holland from SEI Investments explains, “Our collaboration with Capital Group brings a multifaceted system focused on providing exceptional portfolio building blocks.”
A Step Towards SEI’s Future Growth
This forward-thinking strategy follows SEIC’s recent expansion efforts. The firm launched depository services for Luxembourg’s alternative investment funds in 2025 and acquired LifeYield to enhance tax management across multiple accounts in 2024. These actions underscore SEIC’s commitment to innovative growth and enhanced client services.
Performance and Industry Standing
Amidst industry challenges, SEI Investments shares have climbed by 8.4%—a stark contrast to the industry’s 4% decline over six months. Currently holding a Zacks Rank #3, SEIC demonstrates resilience and strategic foresight in its operations.
Shifts in the Financial Landscape
Echoing SEI’s innovative strides, finance giant State Street Corp. has recently cemented a deal with Mizuho Financial Group to expand its global custody offering, indicating a broader shift within the financial investment arena.
This partnership by SEI Investments and Capital Group illustrates a new chapter in investment management, leveraging innovation to meet the complex needs of today’s investors.