Issue link: https://info.seic.com/i/1518106
5 Equity investment styles, managers, and investment mandates Investment style Manager Investment mandate Mandate minimum Large Cap Growth Fred Alger Management, LLC Focus Equity SMA $50,000 Lord, Abbett & Company Focused Growth $50,000 MFS Investment Management Large Cap 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 Geneva Capital Management LLC U.S. Mid Cap Growth $50,000 Small-Mid Cap Core Copeland Capital Management, LLC SMID Cap Dividend Growth $50,000 Great Lakes Advisors, LLC Disciplined Equity SMidCap $80,000 Parametric Portfolio Associates LLC Custom Core U.S. Mid and Small Cap 1000 $250,000 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 Parametric Portfolio Associates Custom Core U.S. Small Cap $250,000 Small Cap Value Clifford Capital Partners, LLC Focused Small Cap Value $50,000 Leeward Investments, LLC Small Cap Value $50,000 Neuberger Berman Investment Advisers LLC Small Cap Intrinsic Value $50,000 Small Cap Growth ArrowMark Partners Small Cap Growth $80,000 Axiom International Investors LLC U.S. Small Cap Equity $50,000 Geneva Capital Management Small Cap Growth $50,000 Global Equity Jennison Associates LLC Global Equity Opportunities ADR $50,000 Lazard Asset Management, LLC Global Quality Growth ADR $50,000 Lazard Asset Management, LLC Global Sustainable Equity ADR $50,000 Lazard Asset Management, LLC Minerva Gender Diversity ADR $50,000 Loomis, Sayles & Company, L.P. (Equity) Global Growth ADR $50,000 Pzena Investment Management LLC Global Value ADR $50,000 Schafer Cullen Capital Management Global High Dividend Value ADR $50,000 WCM Investment Management Quality Global Growth $50,000 International Equity BlackRock Investment Management, LLC International Equity SMA $50,000 EARNEST Partners, LLC International ADR $50,000 Jennison Associates LLC International Equity Opportunities ADR $50,000 Lazard Asset Management LLC International Equity Select with Emerging Markets ADR $50,000 Lazard Asset Management LLC International Quality Growth ADR $50,000 Parametric Portfolio Associates LLC Custom Core Global ex-US ADR $150,000 Wellington Management Company International Equity ADR $50,000 As of 3/17/25 and subject to change.