SEI expands tax-management tools for SMAs and UMAs

• 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: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEI Investments Company published the original content used to generate this news brief via PR Newswire (Ref. ID: 202609220900PR_NEWS_USPR_____PH52772) on September 22, 2026, and is solely responsible for the information contained therein.