Advisor Flipbooks

6 Equity investment styles, managers, and investment mandates Investment style Manager Investment mandate Mandate minimum International Developed Markets Causeway Capital Management LLC International Value Equity ADR $50,000 Dundas Global Investors International Equity Growth ADR Unconstrained $50,000 Lazard Asset Management LLC International Equity Select ADR $50,000 Neuberger Berman Investment Advisers LLC International ADR $50,000 Parametric Portfolio Associates LLC Custom Core Developed International ADR $125,000 Pzena Investment Management LLC International Value ADR $50,000 Schafer Cullen Capital Management International High Dividend Value ADR $50,000 Wellington Management Company International Developed Equities ADR $50,000 International Emerging Markets Neuberger Berman Investment Advisers LLC Emerging Markets Equity ADR $50,000 Pzena Investment Management LLC Emerging Markets Select Value ADR $50,000 Equity Income Invesco Advisers, Inc. Diversified Dividend $50,000 Schafer Cullen Capital Management High Dividend Value Equity $50,000 Managed Volatility Acadian Asset Management LLC U.S. Managed Volatility Equity $80,000 Allspring Global Investments U.S. Low Volatility Equity $80,000 Managed Volatility (Tax-Sensitive) Allspring Global Investments U.S. Tax-Sensitive Low Volatility Equity $80,000 Sustainable Investing Coho Partners, Ltd. Relative Value ESG $50,000 Parametric Portfolio Associates LLC Custom Core U.S. SRI Broad Cap $100,000 SEI manager lineup: Fixed income managers and investment mandates SEI Investment Management Corporation: Fixed Income Portfolio Management Investment style Mandate minimum Government/Corporate Bonds Ladder 0-3 years $50,000 Ladder 0-5 years $50,000 Ladder 0-10 years $50,000 Ladder 0-20 years $250,000 Ladder 0-30 years $250,000 Bullet $50,000 Term Maturity (3, 6, 9, 12 month) $50,000 Barbell 0-5 and 15-20 years $250,000 Barbell 0-5 and 20-25 years $250,000 As of 3/17/25 and subject to change.

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