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SEI Investment Management Corporation: Fixed Income Portfolio Management
Investment style Mandate minimum
Corporate Bonds
Ladder 0-3 years
$50,000
Ladder 0-5 years $50,000
Ladder 0-5 years BBB $50,000
Ladder 0-10 years $50,000
Ladder 0-20 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
Government Securities
(U.S. Treasury Bond)
Ladder 0-3 years $25,000
Ladder 0-5 years $25,000
Ladder 0-10 years $25,000
Term Maturity (3, 6, 9, 12 month) $25,000
Municipal Fixed Income
Ladder 0-3 years National $75,000
Ladder 0-5 years National $75,000
Ladder 0-10 years National $75,000
Ladder 0-20 years National $250,000
Ladder 0-30 years National $250,000
Ladder 0-5 years State-Focused* $100,000
Ladder 0-10 years State-Focused* $100,000
Ladder 0-5 years State-Specific** $100,000
Ladder 0-10 years State-Specific** $100,000
Term Maturity (12 month) National $75,000
Barbell 0-5 and 15-20 years National $250,000
Barbell 0-5 and 20-25 years National $250,000
Barbell 0-5 and 15-20 years State-Focused* $250,000
Barbell 0-5 and 20-25 years State-Focused* $250,000
Multi-Sector Fixed Income
Ladder 0-3 years National $75,000
Ladder 0-5 years National $75,000
Ladder 0-5 years State Specific** $100,000
Ladder 0-10 years National $75,000
Ladder 0-10 years State Specific** $100,000
TIPS
Ladder 0-3 years $25,000
Ladder 0-5 years $25,000
Ladder 0-10 years $25,000
Bullet $25,000
Certificate of Deposit (CD)
Ladder 0-2 years $25,000
Ladder 0-5 years $25,000
As of 3/17/25 and subject to change.
