Issue link: https://read.uberflip.com/i/1490964
For existing institutional investor client use only. Not for public distribution. The information contained herein is confidential and proprietary to SEI and is not to be reproduced or made available in any form to any persons without the express prior written consent of SEI. 2 ©2022 SEI Agenda • Client meeting plan for 20XX/20XX • Executive summary dashboard • SEI economic point of view • Investment portfolio analysis • Annual IPS review and recertification • Appendix • Historical fund performance and manager detail • Portfolio activity details • Disclosures