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. 3 ©2022 SEI Client meeting plan for XYZ Client Date Agenda / Topics 4 th Quarter 20XX • Economic, market and portfolio report • Ongoing enterprise risk management, asset allocation / investment policy statement monitoring • Review and edit IPS as necessary • Planning for 20XX 1 st Quarter 20XX • Economic, market and portfolio report • Ongoing enterprise risk management, asset allocation / investment policy statement monitoring • Enterprise Risk Management analysis using updated system forecasts, operating information, and most recent SEI Capital Market Assumptions 2 nd Quarter 20XX • Economic, market and portfolio report • Ongoing enterprise risk management, asset allocation / investment policy statement monitoring 3 rd Quarter 20XX • Market and portfolio report • Economic analysis and Point of View discussion with Jim Solloway, CFA, Chief Economist • Ongoing enterprise risk management, asset allocation / investment policy statement monitoring