SEI introduces model portfolios using Dimensional ETFs

SEI introduces model portfolios using Dimensional ETFs
The suite of six portfolios can be accessed on SEI’s platform for advisers.
JUN 28, 2022

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.

Known as the SEI Strategies featuring Dimensional, the suite includes six model portfolios across a broad range of investment objectives and risk tolerances. They can be accessed on the SEI tech platform.

Dimensional launched its first ETFs in 2020. Then last year, it converted a number of its mutual funds into ETFs, making it only the second asset manager to do so.

InvestmentNews 40 Under 40 event honors industry's rising stars

Latest News

Cetera’s latest round of job cuts to reduce 5% of staff
Cetera’s latest round of job cuts to reduce 5% of staff

Last week's layoffs totaled at least 130 Cetera employees, according to a senior industry executive.

Stocks rise ahead of packed week of earnings, data
Stocks rise ahead of packed week of earnings, data

Four of the Magnificent Seven will report this week.

Gold down more than 5% in less than a week
Gold down more than 5% in less than a week

Easing anxiety has seen the haven asset slide from record high.

Bond managers grapple with multiple unanswered questions
Bond managers grapple with multiple unanswered questions

Uncertainty remains challenging for Treasuries traders.

Consumers facing higher costs as Chinese firms pass on tariff burden
Consumers facing higher costs as Chinese firms pass on tariff burden

Move will raise concerns of inflationary impact of tariffs.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.