Advisor Flipbooks

©2023 SEI 34 SEI Managed Account Solutions: Manager Lineup For Financial Intermediary Use Only. Not for Public Distribution. SEI MANAGER LINEUP: DIFFERENTIATED INVESTMENT STYLES Equity Asset Classes & Managers Investment Style Manager Investment Mandate Manager Minimum Equity Income Brown Advisory, LLC Equity Income $50,000 Invesco Advisers, Inc. Diversified Dividend $50,000 Schafer Cullen Capital Management High Dividend Value Equity $50,000 Managed Volatility Allspring Global Investors Analytic Investors U.S. Low Volatility Equity $80,000 Acadian Asset Management LLC U.S. Managed Volatility Equity $80,000 SEI Investments Management Corporation U.S. Low Volatility Equity $80,000 Managed Volatility (Tax-Sensitive) Allspring Global Investors Analytic Investors U.S. Tax-Sensitive Low Volatility Equity $80,000 Socially Responsible Investing Coho Partners, Ltd. Relative Value ESG $50,000 Parametric Portfolio Associates LLC Custom Core U.S. SRI Broad Cap $100,000 Fixed Income Asset Classes & Managers Preferred Securities Spectrum Asset Management, Inc. Preferred Securities SMA $150,000† Spectrum Asset Management, Inc. Tax-Advantaged Preferred Securities SMA $150,000† Spectrum Asset Management, Inc. Preferred SMA with Capital Securities $100,000† Alternative/Specialty Asset Classes & Managers REIT CenterSquare Investment Management, LLC U.S. Real Estate Securities $50,000 Security Capital Research & Management, Inc. Growth & Income (REIT) $50,000 Alternative – Hedge Multi-Strategy SMA IndexIQ Advisors LLC IQ Hedge Multi-Strategy SMA $50,000

• Cover