Advisor Flipbooks

©2023 SEI 28 SEI Managed Account Solutions: Manager Lineup As of March 31, 2023. SEI Fixed Income Portfolio Management is a team within SEI Investments Management Corporation. SEI Investment Management Corp. in Large Cap Core style includes four options: Factor Based, Momentum Factor, Quality Factor, Value Factor. SEI has a 38.7% minority ownership interest in LSV Asset Management as of March 31, 2022. For Financial Intermediary Use Only. Not for Public Distribution. Large Cap Value Acadian Asset Management** Brandywine Global Investments* Ceredex Value Advisors* Coho Partners* Lazard Asset Management* LSV Asset Management** Easterly Investment Partners * *Minimum: $50,000 **Minimum: $80,000 Large Cap Core Copeland Capital Management* Invesco Advisers, Inc.* Lazard Asset Management* Parametric Portfolio Associates ** PGIM Quantitative Solutions** SEI Investments Management Corp.** Allspring Global Investments** *Minimum: $50,000 **Minimum: $80,000 Large Cap Growth Fred Alger Management* Lord, Abbett & Company* Mar Vista Investment Partners* *Minimum: $50,000 Systematic Core SEI Investments Management Corp. Systematic U.S. All Cap Core** Systematic International Developed Core (ADR)* Systematic U.S. Large Cap Core* (3 tilts available - Momentum, Quality, Value) *Minimum: $80,000 **Minimum: $150,000 All Cap Core EARNEST Partners* Parametric Portfolio Associates*** PGIM Quantitative Solutions** SEI Investments Management Corp.*** *Minimum: $50,000 **Minimum: $80,000 ***Minimum: $150,000 Mid Cap Core PGIM Quantitative Solutions* *Minimum: $80,000 Mid Cap Growth J.P. Morgan Investment Management * *Minimum: $50,000 Small/SMID Cap Core ClearBridge Investments* Copeland Capital Management* Great Lakes Advisors** *Minimum: $50,000 **Minimum: $80,000 Small/SMID Cap Growth ArrowMark Partners** Axiom Investors* Copeland Capital Management* Geneva Capital Management* Rice Hall James & Associates* *Minimum: $50,000 **Minimum: $80,000 Small/SMID Cap Value Cardinal Capital Management* Clifford Capital Partners* Integrity Asset Management** Easterly Investment Partners* Leeward Investments* Neuberger Berman Investment Advisers* *Minimum: $50,000 **Minimum: $80,000 Equity Income Brown Advisory, LLC* Invesco Advisers, Inc.* Schafer Cullen Capital Management* *Minimum: $50,000 Managed Volatility Acadian Asset Management LLC* SEI Investments Management Corp.* Allspring Global Investments* *Minimum: $80,000 Managed Volatility (Tax-Sensitive) Allspring Global Investments* *Minimum: $80,000 Socially Responsible Investing Coho Partners, Ltd.* Parametric Portfolio Associates ** *Minimum: $50,000 **Minimum: $100,000 International Equity BlackRock Investment Management* EARNEST Partners* Jennison Associates* Lazard Asset Management* Wellington Management Company* *Minimum: $50,000 **Minimum: $125,000 International Developed Markets Causeway Capital Management* Dundas Global Investors* Lazard Asset Management* Neuberger Berman Investment Advisers* Parametric Portfolio Associates** Pzena Investment Management LLC Schafer Cullen Capital Management* *Minimum: $50,000 **Minimum: $125,000 Global Equity Jennison Associates* Lazard Asset Management (Sustainable / Gender / Growth)* Loomis, Sayles & Company (Equity)* Schafer Cullen Capital Management* WCM Investment Management* *Minimum: $50,000 International Emerging Markets Lazard Asset Management* Neuberger Berman Investment Advisers* *Minimum: $50,000 Taxable (Active) Loomis Sayles & Company (Fixed Income)*/** Western Asset Management* *Minimum: $100,000 **Minimum: $250,000 Tax-Exempt (Active) Loomis Sayles & Company (Fixed Income)* Nuveen Asset Management* AllianceBernstein L.P. Municipal Fixed Income** *Minimum: $100,000 **Minimum: $250,000 Individual Fixed Income Taxable (Bond Ladder) SEI Fixed Income Portfolio Management Corporate* Corporate (BBB)* Government / Corporate* TIPS* CD** *Minimum: $100,000 **Minimum: $250,000 Tax-Exempt (Bond Ladder) SEI Fixed Income Portfolio Management Municipal – National* Municipal – National (BBB)** Municipal – State-Focused Municipal – State-Specific *Minimum: $100,000 **Minimum: $250,000 Preferred Securities Spectrum Asset Management* *Minimum: $150,000 Mid Cap Value LMCG Investments* *Minimum: $50,000 Alternative / Non-Traditional Asset Classes IndexIQ Advisors (Hedge Multi-Strategy)* CenterSquare Investment Management (REIT)* Security Capital Research & Management (REIT)* *Minimum: $50,000 All Cap Growth Loomis, Sayles & Company (Equity)* *Minimum: $50,000

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