Advisor Flipbooks

©2023 SEI 30 SEI Managed Account Solutions: Manager Lineup For Financial Intermediary Use Only. Not for Public Distribution. SEI MANAGER LINEUP: TRADITIONAL INVESTMENT STYLES Equity Asset Classes & Managers Investment Style Manager Investment Mandate Manager Minimum Systematic Core SEI Investments Management Corporation Systematic U.S. All Cap Core $150,000 SEI Investments Management Corporation Systematic U.S. Large Cap Core $80,000 SEI Investments Management Corporation Systematic U.S. Large Cap Core – Momentum Tilt $80,000 SEI Investments Management Corporation Systematic U.S. Large Cap Core – Quality Tilt $80,000 SEI Investments Management Corporation Systematic U.S. Large Cap Core – Value Tilt $80,000 SEI Investments Management Corporation Systematic International Developed Core (ADR) $80,000 All Cap Core EARNEST Partners, LLC All Cap $50,000 Parametric Portfolio Associates LLC Custom Core U.S. Broad Cap $150,000 PGIM Quantitative Solutions All Cap Core $80,000 SEI Investments Management Corporation Factor Based All Cap Core $150,000 All Cap Growth Loomis, Sayles & Company (Equity) All Cap Growth $50,000 Large Cap Core Allspring Global Investments Analytic Investors Core Equity $80,000 Copeland Capital Management Large Cap Dividend Growth $50,000 Invesco Advisers, Inc. Large Cap Core $50,000 Lazard Asset Management LLC U.S. Equity Select $50,000 Parametric Portfolio Associates LLC Custom Core U.S. Large Cap $80,000 PGIM Quantitative Solutions Large Cap Core $80,000 SEI Investments Management Corporation Factor Based Large Cap Core $80,000 SEI Investments Management Corporation Large Cap Core Momentum Factor $80,000 SEI Investments Management Corporation Large Cap Core Quality Factor $80,000 SEI Investments Management Corporation Large Cap Core Value Factor $80,000

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