SEI is adding 3 new strategies to its lineup of model portfolios, using ETFs from Dimensional Fund Advisors. Now, SEI offers 24 model portfolios, encompassing a broad range of categories and styles.

Capital Group’s recently launched line of exchange traded funds will be included in a new batch of model portfolios that pair the ETFs with mutual funds from the asset manager’s American Funds ...

SEI, the Oaks, Pennsylvania-based investments and financial technology company, has launched a suite of model portfolios developed using exchange-traded funds managed by Dimensional Fund Advisors.

OAKS, Pa., May 16, 2023 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the addition of two tax-managed strategies to its suite of models featuring Capital Group ®. The SEI Tax-Managed Strategies ...