The SEI Proposal System by awu58943


									The SEI Proposal System

      Make the Sale to Your Clients:
         Easier, Faster, Better
The SEI Proposal System is a new tool that lets you generate professional
and personalized recommendations to your clients and prospects quickly
and compellingly.

The SEI Proposal System has been designed to present a comprehensive
investment plan and investment strategies so dynamically that it becomes
your most powerful and compelling sales tool.

A Single Solution.                                                   A Compelling Presentation.
Regardless of your client’s situation, goals, current financial      The SEI Proposal System provides you with more than an
resources, or risk tolerance, the SEI Proposal System is             investment proposal. It supplies you with a compelling
the single system you need to generate a proposal. This              presentation and a powerful sales tool that:
integrated application streamlines the proposal process,
guiding you intuitively and efficiently through the steps to
                                                                     Promotes You and Your Company.
produce a customized and client-friendly investment proposal
                                                                     All investment proposals are co-branded with the advisor and
accompanied by an Investment Policy Statement.
                                                                     SEI. Each one features your logo, your name, and your firm’s
The SEI Proposal System allows you to generate a comprehensive,      profile. The proposal presents you, your company, and SEI
quality investment proposal in minutes. You no longer have to        clearly and persuasively to your prospective client: it makes
wait for a proposal to be developed by a third-party provider        the case for choosing you.
and thereby lose precious time. You can work up the proposal
right from your desk or laptop immediately upon completing a
simple client goals assessment. This results in a personalized,
                                                                     Speaks Directly to Your Client.
actionable proposal, significantly shortening your sales cycle and   With the SEI Proposal System, you can choose between two
increasing the likelihood of a prospect turning into a new client.   fully-customized proposal format options to meet specific client
                                                                     needs. Each proposal option produces full-color output with
While the SEI Proposal System allows you to complete investment
                                                                     attractive and helpful graphics.
proposals on your own easily and efficiently, SEI representatives
stand ready to collaborate with you in order to assist you in the
sales process for your high-level clients.
                                                                                     The Goals-Based Proposal.
                                                                                                                                                                                                                                                                                                                                                                                                                                                d Portfol
                                                                                     In th format, your client’s                                                                                                                                                                                                                                                                                                           ur Reco
                                                                                                                                                                                                                                                                                                                                                                                                                   About Yo fensive Strategy global equities and a 40% allocation
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  to                                                                                 xed

                                                                                                                                                                                                                                                                                                                                                                                                                                  naged                                              ation to                                                            capital
                                                                                                                                                                                                                                                                                                                                                                                                                      Tax-Ma                                         a 60% alloc es.                                                     long-term
                                                                                                                                                                                                                                                                                                                                                                                                                                                           include                  issu                                    rtunity for
                                                                                                                                                                                                                                                                                                                                                                                                                                                 tured to             non-U.S.                                  the oppo                      with som
                                                                                                                                                                                                                                                                                                                                                                                                                                 folio is struc ding U.S. and

                                                                                      investments are shown within the
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      provide                      panies,              s of
                                                                                                                                                                                                                                                                                                                                                                                                                        The Port             , inclu                                     rities that                 sized com             nct style
                                                                                                                                                                                                                                                                                                                                                                                                                                 securities                              equity secu is invested in large                        loy disti
                                                                                                                                                                                                                                                                                                                                                                                                                                                                 ated to              folio                       s, who emp out of favor over
                                                                                                                                                                                                                                                                                                                                                                                                                                                  folio is alloc on of the Port                        manager
                                                                                                                                                                                                                                                                                                                                                                                                                                        the Port                                             money                     go in and                       to a
                                                                                                                                                                                                                                                                                                                                                                                                                         The  core of           U.S.   equity porti erous specialist                 e equi ty styles               . In addition
                                                                                                                                                                                                                                                                                                                                                                                                                                   tion. The                 es. Num                      ed. Sinc                     exposure                    provides
                                                                                                                                                                                                                                                                                                                                                                                                                          apprecia              ll compani                    are utiliz                    d market                  equities
                                                                                                                                                                                                                                                                                                                                                                                                                                      on sma                      agement,                      ides broa                 markets
                                                                                                                                                                                                                                                                                                                                                                                                                                              e portfolio
                                                                                                                                                                                                                                                                                                                                                                                                                                                            man                  styles prov              to emerging
                                                                                                                                                                                                                                                                                                                                                                                                                                   and valu                          ss these                allocation
                                                                                                                                                                                                                                                                                                                                                                                                                                                        cation acro             rities, an

                                                                                      context of his or her life, goals, and
                                                                                                                                                                                                                                                                                                                                                                                                                           growth             diversi                                                                                                Portfolio
                                                                                                                                                                                                                                                                                                                                                                                                                                    cycles,                       equity secu                                                         on of the                    xed
                                                                                                                                                                                                                                                                                                                                                                                                                           market                  to non-U.S.                                                  xed inco
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                           me porti                 . The U.S.
                                                                                                                                                                                                                                                                                                                                                                                                                                     allocation                                                                                        Portfolio             iate-term
                                                                                                                                                                                                                                                                                                                                                                                                                            modest              cation.                                          rities. The            tility of the
                                                                                                                                                                                                                                                                                                                                                                                                                                      diversi                                         me secu                 the vola                      s. Intermed ally,
                                                                                                                                                                                                                                                                                                                                                                                                                            greater                                      xed inco                  effect on                     ten year
                                                                                                                                                                                                                                                                                                                                                                                                                                                                ated to                  erating                     of ve to                tility. Add
                                                                                                                                                                                                                                                                                                                                                                                                                                                 folio is alloc may have a mod                          maturities                l of vola                   provides
                                                                                                                                                                                                                                                                                                                                                                                                                             40% of
                                                                                                                                                                                                                                                                                                                                                                                                                                       the Port               and                        bonds with                  erate leve                securities
                                                                                                                                                                                                                                                                                                                                                                                                                                                nt income                  iate-term                     and mod                  ets debt                dity and
                                                                                                                                                                                                                                                                                                                                                                                                                                          curre                       med                       nt yield            rging mark
                                                                                                                                                                                                                                                                                                                                                                                                                              provides                     ains inter            ctive curre                                               iding liqui
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      s, and eme

                                                                                       desires. The style is narrative and
                                                                                                                                                                                                                                                                                                                                                                                                                                              ation cont               an attra                                                  nt, prov
                                                                                                                                                                                                                                                                                                                                                                                                                              inco me alloc                 folio with           high    yield bond               et instrume
                                                                                                                                                                                                                                                                                                                                                                                                                                             ide the
                                                                                                                                                                                                                                                                                                                                                                                                                                                                      income,                           ey mark
                                                                                                                                                                                                                                                                                                                                                                                                                               bonds prov                  nal xed                           to a mon
                                                                                                                                                                                                                                                                                                                                                                                                                                            to internatio                   is allocated
                                                                                                                                                                                                                                                                                                                                                                                                                               exposure                            percent
                                                                                                                                                                                                                                                                                                                                                                                                                                                         n. One
                                                                                                                                                                                                                                                                                                                                                                                                                                              rsi catio
                                                                                                                                                                                                                                                                                                                                                                                                                                added dive                 ns.
                                                                                                                                                                                                                                                                                                                                                                                                                                            g transactio
                                                                                                                                                      sion of                                                                                                                                                                                                                                                                   facilitatin

                                                                                                                                            me)’s Vi                                                                                                                                                                                                                                                                                                                                                                       of 2006

                                               am                                      personal. It tells a clear story, and
                                                                                       pe                                         (Client Na ellness
                                                                                                                                           lW                                   goals and
                                                                                                                                                                                                     s. As dem
                                                                                                                                                                                            objective urces it requires
                                                                                                                                                                                               and reso you associate                                                                                                                                                                                                                          Portfolio
                                                                                                                                                                                                                                                                                                                                                                                                                                                                    for                     the Four
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    th Quarter
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                      Large Cap

                                      lth Progr                                                                                    Financia
                                                                                                                                                                        nd your      the time
                                                                                                                                                            ussion arou is unique in          with the
                                                                                                                                                                                                       risk         mea-                                                                                                                                                                                                                                                                                                                           Small Cap
                                                                                                                                                 recent disc                          , along               s us to

                            lized Wea
                                                                                                                                                                  ctives                                              ities             em allow
                                                                                                                                                                     d on our            your obje      list of prior mind, our syst              ance for
                                                                                                                                                                                                                                                           risk                                                                                                                     Large Cap                                     Value
                                                                                                                                                           t is base            each of       dynamic                                  idual toler                                                                                                                                  Value 18%                                         Small Cap
                                                                                                                                             wing char                 ework,                                      in

                                                                                                                                   The follo goals-based fram              falls with
                                                                                                                                                                                      in your         With that             your indiv                                                                                                                                                                                                Growth
                                                                                                                                                                                             process.            well as
                                                                                                                                                                each goal the planning                 eve, as
                                                                                        leads your client step-by-step
                                                                                                                                   within this                                              ing to achi
                                                                                                                                                eved. How             key to
                                                                                                                                    to be achi goal, will be the that you are striv                                                                                                                                                                                                                                                                 l
                                                                                                                                     with each progress the goal .                                                                                                                                                                                                                 Markets                                              Equity 12%
                                                                                                                                                                     goal                                                                                                                                                                                               Emerging
              ed for                                                                                                                 sure your that particular                                                                                                                                                                                                          Debt 4%
                                                                                                                                               to                             rities:
                                                                                                                                                                  ciated Prio                                    Head                     Here                                                                                                                                        l Fixed                                                  Markets
                e                                                                                                                                 ls and Asso                                                                  d Goes                                                                                                                                    Internationa                                               Emerging
      Client Nam                                                                                                                                                                                                  Subhea
                                                                                                                                       Your Goa                                                                                         and here
                                                                                                                                                                                                                                                                                                                                                                          Income                                                     Equity 6%
                 e                                                                                                                                                                                                             go here
      Client Nam

                                                                                        to the investment solution that
                                                                                                                                                                                                                   • Points
                                                                                                                                                                                                                                                                                                                                                                             High Yield Bond                                          Market
                                                                                                                                                                                                                                   go here                                                                                                                                                                                    Money
                                                                                                                                              Head                     Here                                         • Also they
                 by                                                                                                                                         d Goes
       Presented                                                                                                                                           go here
                                                                                                                                                                     and here                                                                                                                                                                                                                    Core Fixed
                Name                                                                                                                           • Points                                                                                                                                                                                                                                                                                                                                                                                                        Equity:
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         U.S. 42% l 18%
        Advisor                                                                                                                                                 go here                                               Head                   Here                                                                                                                                                                                                                                                                                                                        Internationa
                                                                                                                                                                                                                                  d Goes
                                                                                                                                                • Also they                                                                                                                                                                                                                                                                     Grade 31% 8%                                                                                                                                      As of 10/06

                                                                                                                                      Want To
                                                                                                                                                                                                                                                                                                                                                                                                                         ment –
        Firm Nam
                 e                                                                                                                                                                                                    Subhea               and here                                                                                                                    as of
                                                                                                                                                                                                                                                                                                                                                                                                               e: Invest        ent – Grade

                                                                                                                                                                                                                                  go here                                                                                                                                                          Fixed Incom Non-Investm
                                                                                                                                                                                                                       • Points                                                                                                                              Name)
         Phone Num                                                                                                                                                                                                                                                                                                                                (Portfolio             number : 1%
                                                                                                                                                                                                                                                            aged De
                                                                          ion with

                                                                                         works best to meet their goals.
                                                                  conjunct                                                                        Head                         e                                                      go here                                                                                          within the             oximate
                                                             in                                                                                                   Goes Her                                              • Also they                                                                                           holdings               the appr
                                                    Prepared                                                                                                    d                                                                                                                                                                             gh to                          e).
                                                                                                                                                  Subhea                                                                                                                                                             n of the         s, throu                  tfolio Nam
                                                                                                                                                                        and here                                                                                                                       a breakdow ses and style                        the (Por
          Date                                                                                                                                     • Points
                                                                                                                                                               go here                                                                                                                     illustrates            t clas            diversi
                                                                                                                                                                                                                                                                                                                                             cation of                                                                                                                                                                                                                                          25
                er 12, 2012                                                                                                                                        go here                                                Head                  Here                              le chart           to sub-asse sense for the
          Decemb                                                                                                                                    • Also they                                                                      d Goes                 following                   t classes,               ral
                                                                                                                                                                                                                          Subhea                   hereThe                  -level asse              you a gene
                                                                                                                                                                                                                                              and                      high             ld provide
                    Number                                                                                                                                                                                                 • Points
                                                                                                                                                                                                                                     go here           10/06. From          , this shou                                                                                                                                             t Name
           Proposal                                                                                                                                   Head                   Here                                           • Also they
                                                                                                                                                                                                                                         go here        of secu
                                                                                                                                                                                                                                                                 rities held
                                                                                                                                                                                                                                                                                                                                                                                    Cash 1% 789 / Clien
                                                                                                                                                                                                                                                                                                                                                                                                            t Name
                                                                                                                                                                                                                                                                                                                                                                                                                      and Clien
                                                                                                                                                                  d Goes                                                                                                                                                Classe
            123 456
                      789                                                                                                                             Subhea               and here                                                                                                                         5 Ass et                                                 ds 10%
                                                                                                                                                                                                                                                                                                                                                          Int’l Bon 2012 / 123
                                                                                                                                                                  go here                                                                                                                                                                    ds 29% December 12,
                                                                                                                                                       • Points                                                                                                                                                                    U.S. Bon
                                                                                                                                                        • Also they
                                                                                                                                                                      go here
                                                                                                                                                                                                         Goals             Hea      d   Her             e                                                  Int’l Stoc
                                                                                                                                                                                                                                                                                                                       ks 18%
                                                                                                                                                                                                                                 d Goes
                                                                                                                                                                                                                           Subhea             and here                                      U.S. Stoc
                                                                                                                                                                                                                                                                                                      ks                     42%                                                                                                                                                                           Money
                                                                                                                                                                                                                                      go here                                                                                                                                                                             s                                                           Emerging             Market
                                                                                                                                                                                                                            • Points                                                                                                                                                                     Classe                                                                                4%            1%
                                                                                                                                                                                                                                                                                                                                                                                     - Ass et
                                                                                                                                                                                                                                                                                                                                                                                                                                                                Int’l Fixed          Mkts Debt
                                                                                                                                                            Head         Here                                                            go here                                                                                                                 11 Sub                                                                    High Yield          Income

                                                                                                                                                                  d Goes                                                     • Also they                                                                                                                                                                          Core Fixed                Bond 4%
                                                                                                                                                            Subhea                                                                                                                                                                                                                            Emerging                   25%                                                                       es
                                                                                                                                                                              and   here                                                                                                                                                                                     Int’l             Market s                                                                      es
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         15 Countri
                                                                                                                                                                      go here                                                                                                                                                                                             Equity 12%           Equity 6%
                                                                                                                                                                                                                                                                                                                                                                                                                                                                   12 Countri
                                                                                                                                                            • Points                                                                                                                                                                             Small Cap

                                                                                                                                                                         go here                                              Head         Here                                                                              Small Cap           Growth
                                                                                                                                                             • Also they                                                            d Goes                                                              Large Cap             Value 3%
                                                                                                                                                                                                                                                                                                                                                                                                 27 Countri
                                                                                                                                                                                                                                               Large Cap                                                Growth                                                                      es
                                                                                                                                                                                                                                            here 18%
                                                                                                                                                                                                                                                 and                Value                                                                                                 21 Countri
                                                                                                                                                                                                                                         go here
                                                                                                                                                                                                                               • Points
                                                                                                                                                             Head         Here                                                              go here
                                                                                                                                                                   d Goes                                                       • Also they                                                                                                                                                                                                                                                                      Prime/

The Traditional Proposal.

                                                                                                                                                  Have To
                                                                                                                                                             Subhea     and here                                                                                                                                                                                                                                                                                                   /
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                              Emerging          Domestic

                                                                                                                                                                                                                                                                                                                                                                                            49 Styles
                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Country             Global
                                                                                                                                                                        go here                                                                                                                                                                                                                                                                                                    y
                                                                                                                                                              • Points                                                                                                                                                                                                                                                                   ion
                                                                                                                                                                                                                                                                                                                                                                                                                                                       Core                Currenc
                                                                                                                                                                           go here                                               Head         Here                                                                                                                                                                        Full Discret                                      Allocato

                                                                                                                                                               • Also they                                                             d Goes
                                                                                                                                                                                                                                                                                                                                                                                                    Emerging                                                                                   Opport unistic
                                                                                                                                                                                                                                 Subhea             and             here                                                                                                      Develop
                                                                                                                                                                                                                                                                                                                                                                                     ed Int’l.
                                                                                                                                                                                                                                                                                                                                                                                                                                                                           Opport unistic
                                                                                                                                                                                                                                            go here
                                                                                                                                                                                                                                                                                                                                                             GARP                                                                                  Opport unistic
                                                                                                                                                                                                                                  • Points                                                                   Emerging
                                                                                                                                                                                                                                                                                                                                  Deep Value                                                                                    Value

                                                                                                                                                                Head         Here                                                              go here                                                                                                                          Quantit ative          Emerging
                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 EMBI Global
                                                                                                                                                                      d Goes                                                       • Also they                                      Contrarian                Growth                                                               Core

                                                                                                                                                                Subhea             and here
                                                                                                                                                                                                                                                                                      Value                                                     ed           Contrarian                                                                                 High Yield

Here, you provide your client with a more factual, straightforward
                                                                                                                                                                                                                                                                                                                                       Disciplin                                            Value                                      Value
                                                                                                                                                                                                                                                                                                                                                                                 Relative                                    Strategic
                                                                                                                                                                           go here                                                                                                                                                        Value                                                                                                            Value
                                                                                                                                                                 • Points                                                                               Later                                                                                   13
                                                                                                                                                                                                                                                                                                                                                                                                         Global Growth
                                                                                                                                                                              go here                                                                                                 Relative                                                                                              ization         Emerging
                                                                                                                                                                  • Also they                                                                                                          Value                                             Private                         ed         Custom                                                                         Value
                                                                                                                                                                                                                                                                                                                                                 s              Disciplin                                                                               Relative
                                                                                                                                                                                                                                                                                                                                         Busines                                                                                               Alpha
                                                                                                                                                                                                                                                                                                                                                                  Growth                                                       Core High
                                                                                                                                                                                                                                                                                                              Quality                                                                  Enhanced              Contrarian
                                                                                                                                                                                     Now                            t Name                                                                                                                        s
                                                                                                                                                                                                                                                                                                                                                                                       Cash Alpha
                                                                                                                                                                                                        e and Clien
                                                                                                                                                                                                                                                                                        Blended                                           Busines

                                                                                                                                                                                             Client Nam
                                                                                                                                                                                                                                                                                         DE/SV                                                                 Relative
                                                                                                                                                                                       789 /                                                                                                                                                                                           EAFE –
                                                                                                                                                                               123 456
                                                                                                                                                                                                                                                                                                               Volatilit y                                                                                      Top Down
                                                                                                                                                                        2012 /                                                                                                                                                                                                         Deep Value
                                                                                                                                                                                                                                                                                          Volatilit y

proposal, rather than integrating life goals and narrative into the
                                                                                                                                                                r 12,                                                                                                                                                                                               Earnings
                                                                                                                                                   Decembe                                                                                                                                 Capture
                                                                                                                                                                                                                                                                                            Value                                                                  Momentum               EAFE –
                                                                                                                                                                                                                                                                                                                       Factor                           Value                            Aggressive
                                                                                                                                                                                                                                                                                                                           ization         Contrarian                                      Growth
                                                                                                                                                                                                                                                                                                                                                                       Earnings          Active Currenc


                                                                                                                                                                                                                                                                                                                                                                                                            6078 Sec

presentation. The customized investment program is presented

                                                                                                                                                                                                                                                                                          Securit ies

to demonstrate an overall plan as well as the investment                                                                                                                                                                                                                                                                                                               e

                                                                                                                                                                                                                                                                                                                                                            Client Nam
                                                                                                                                                                                                                                                                                                                                                   Name and
                                                                                                                                                                                                                                                                                                                                          / Client
                                                                                                                                                                                                                                                                                                                                  456 789
                                                                                                                                                                                                                                                                                                                          2 / 123

recommendations.                                                                                                                                                                                                                                                                                        Decembe
                                                                                                                                                                                                                                                                                                                r 12, 201

Presents Comprehensive Data.                                                                                                   Offers Complete Flexibility.
When you use the SEI Proposal System, you automatically                                                                        Because you are in complete control when you use the SEI
generate a full set of documents for your client: the investment                                                               Proposal System, you not only generate a proposal within
proposal and the Investment Policy Statement, plus detailed                                                                    minutes for your client, but you can also make changes to it
analytical reports and all the corresponding forms to establish                                                                as needed as you discuss the details with your client or as
new accounts. The investment proposal is an effective sales                                                                    your client’s circumstances change over time. You can then
presentation, walking your client through the advantages of                                                                    produce an updated proposal immediately for your client’s
choosing you, SEI, and the customized investment strategies                                                                    review and approval.
that are being recommended. The Investment Policy Statement
delineates comprehensive data about the client and the
investment strategy, including:
                                                                                                                               Begin using the SEI Proposal
  • portfolio implementation                                                                                                   System for all your investment
  • hypothetical performance charts                                                                                            proposal needs!

             How To Access The SEI Proposal System
                                 Watch for an e-mail with your temporary username and password.

                                 Go to and use your temporary username and password to login.

                                 Run a proposal and see the results for yourself!

             If you have any questions about how to access and utilize the SEI Proposal System, call your SEI Relationship Team
             at 1-800-SEI-1003.

                                                      This Proposal was developed using proprietary investment modeling systems designed by SEI Investments
                                                      Management Corporation, a wholly owned subsidiary of SEI Investments Company. The advisor is solely
                                                      responsible for determining the suitability of this Proposal for the Investor, including the suitability of the asset
                                                      allocation strategies and any money manager, mutual fund, security or asset included in the Proposal.
1 Freedom Valley Drive   Oaks, PA 19456   1-800-SEI-1003

                                                                                         7015-2 6/07

To top