SEI and Dimensional launch ETF-based model portfolios in the US


SEI has announced the launch in the US of the SEI Strategies featuring Dimensional, a suite of model portfolios developed using ETFs managed by Dimensional Fund Advisors (Dimensional).

The firm writes that the new investment solutions empower independent advisers and registered investment advisers (RIAs) to offer their clients greater investment flexibility and customised, goals-based wealth management through the SEI Wealth PlatformSM.  


The SEI Strategies featuring Dimensional include six model portfolios across a broad range of investment objectives and risk tolerances. The portfolios leverage SEI’s asset allocation approach alongside Dimensional’s ETFs to create strategies that deliver the ability for advisors to provide investment personalisation, efficiency, and transparency.


J. Womack, Managing Director of Investment Products and Personalization for SEI’s Advisor business, says: “Investor demands for personalised investment advice continue to place pressure on advisors who must balance higher client expectations with their own needs for business growth. We’re excited to partner with Dimensional Fund Advisors to provide expanded investment flexibility and maintain our shared focus on enabling investors to achieve their financial goals. Dimensional shares our deep belief in the capital markets’ power and the need for a disciplined approach to investing. Integrating their expertise in quantitative, active factor investing with our suite of technology and investment solutions will further provide advisors with choice and a connected experience.”  


Bryce Skaff, Co-head of the Global Client Group and Vice President at Dimensional, says: “We are thankful SEI has opted to construct these models with Dimensional ETFs. These additional solutions in the marketplace offer advisors efficient access to Dimensional’s investment approach in diversified models. The collaboration with SEI underscores our shared commitment to supporting advisors and helping them deliver personalised wealth management experiences for their clients.”




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