SEI expands tax-management tools for SMAs and UMAs
Bitget2026/09/22 13:01- SEI rolled out enhancements to integrated tax management for SMAs and UMAs, targeting improved after-tax outcomes for investors.
- Upgrade expands eligible assets to include certain mutual funds alongside ETFs and individual securities, supporting tax-aware portfolio transitions.
- 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.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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