Advisor Flipbooks

Q3 2023 Strategies Guide

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©2023 SEI 31 SEI Managed Account Solutions: Manager Lineup For Financial Intermediary Use Only. Not for Public Distribution. SEI has a 38.7% minority ownership interest in LSV Asset Management as of March 31, 2022. Investment Style Manager Investment Mandate Manager Minimum Large Cap Value Acadian Asset Management LLC U.S. Value Equity $80,000 Brandywine Global Investment Management Classic Large Cap Value $50,000 Ceredex Value Advisors LLC Large Cap Value Equity $50,000 Coho Partners, Ltd. Relative Value Equity $50,000 Easterly Investment Partners Snow Focused Value $50,000 Lazard Asset Management U.S. Equity Value $50,000 LSV Asset Management Large Cap Value $80,000 Large Cap Growth Fred Alger Management, LLC Focus Equity SMA $50,000 Lord, Abbett & Company Focused Growth $50,000 Mar Vista Investment Partners, LLC Strategic Growth $50,000 Mid Cap Core PGIM Quantitative Solutions Mid Cap Core $80,000 Mid Cap Value Leeward Investments, LLC Mid Cap Value $50,000 Mid Cap Growth J.P. Morgan Investment Management Inc. Mid Cap Growth $50,000 Small-Mid Cap Core Copeland Capital Management, LLC SMID Cap Dividend Growth $50,000 Great Lakes Advisors, LLC SMID Cap $80,000 Small-Mid Cap Value Cardinal Capital Management, L.L.C. SMID Cap Value $50,000 Integrity Asset Management Small/Mid Cap Value Equity $80,000 Small-Mid Cap Growth ArrowMark Partners Small Mid Cap Growth $80,000 Rice Hall James & Associates, LLC SMID Cap Opportunities $50,000 Small Cap Core ClearBridge Investments, LLC Small Cap $50,000 Copeland Capital Management, LLC Small Cap Dividend Growth $50,000 Small Cap Value Clifford Capital Partners Focused Small Cap Value $50,000 Easterly Investment Partners Snow Small Cap Value $50,000 Leeward Investments, LLC Small Cap Value $50,000 Neuberger Berman Investment Advisers LLC Small Cap Intrinsic Value $50,000

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