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. 16 ©2022 SEI SEI perspective as it relates to XYZ Client's allocation Opportunities/positioning in 20XX/20XX • Current allocation – has been accretive to client; continues to be well positioned given ERM review of client and economic forward looking view • Broad sources of return – blended ownership of megacaps with other lower PE, lower "durated" equity assets • Diversified fixed income portfolio – blending quality, duration, yield • International vs. US – balanced exposures as valuation dispersions are high • Full market exposure – portfolio fully exposed to expected market returns to extent acceptable, reevaluate risk and sustainable level of exposure • Downside risk mitigated – position in high quality fixed income, diversification among asset classes and geographies, coupled with multi-manager approach