Issue link: https://info.seic.com/i/1489585
©2023 SEI 35 SEI Managed Account Solutions: Manager Lineup For Financial Intermediary Use Only. Not for Public Distribution. SEI FIXED INCOME PORTFOLIO MANAGEMENT Investment Style Manager Minimum Investment Style Manager Minimum Government/Corporate Bonds 0-3 Years $100,000 Municipal 0-3 Years National $100,000 0-5 Years $100,000 0-5 Years National $100,000 0-10 Years $100,000 0-5 BBB $250,000 0-20 Years $250,000 0-10 Years National $100,000 0-30 Years $750,000 0-20 Years National $250,000 Bullet $100,000 0-30 Years National $750,000 Barbell 0-5 and 15-20 Years $250,000 0-5 Years State-Focused* $100,000 Barbell 0-5 and 20-25 Years $250,000 0-10 Years State-Focused* $100,000 Corporate Bonds 0-3 Years $100,000 0-5 Years State-Specific** $100,000 0-5 Years $100,000 0-10 Years State-Specific** $100,000 0-5 Years BBB $100,000 Bullet $100,000 0-10 Years $100,000 National Barbell 0-5 and 15-20 Years National $250,000 0-20 Years $250,000 Barbell 0-5 and 20-25 Years National $250,000 Bullet $100,000 Barbell 0-5 and 15-20 Years State-Focused* $250,000 Barbell 0-5 and 15-20 Years $250,000 Barbell 0-5 and 20-25 Years State-Focused* $250,000 Barbell 0-5 and 20-25 Years $250,000 Certificate of Deposit (CD) 0-2 Years $100,000 TIPS 0-3 Years $100,000 FDIC Portfolio (0-5 Years) $100,000 0-5 Years $100,000 *State-Focused mandates: CA, CO, CT, GA, HI, MA, MI, MN, NC, NJ, NY, OH, OR, PA, SC, UT. 0-10 Years $100,000 **State-Specific mandates: CA, CT, MA, MI, MN, NC, NJ, NY, SC, UT, PA. Bullet $100,000 Government Securities 0-3 Years $100,000 0-5 Years $100,000 0-10 Years $100,000 1 SEI Fixed Income Portfolio Management is a team within SEI Investments Management Corporation (SIMC). Fees for the SEI Fixed Income Strategies can be accessed in the Managed Account Solutions Fee schedule.