INS Flipbooks

Purchase SEI Appendix E - Form ADV

Issue link: https://read.uberflip.com/i/1494883

Contents of this Issue

Navigation

Page 179 of 278

© 2022 SEI 1 Jason Collins Global Head of Equity Portfolio Management, Investment Management Unit - Portfolio Management Team +44 203 810 7581 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Jason Collins that supplements the SEI Investments Management Corporation ("SIMC") brochure. You should have received a copy of that Brochure. Please contact 1-800-DIAL-SEI if you did not receive SIMC's Brochure or if you have any questions about the contents of this supplement. Education Background and Business Experience: Year of Birth: 1971 Professional designations held: CFA UKSIP Associate Formal education after high school: Jason Collins earned the Bachelor of Arts Degree(Hons) Financial Services from Bournemouth University, UK. Business Background: Mr. Collins works in the London Office (Alphabeta, 14-18 Finsbury Square, London EC2A 1BR). Jason Collins serves as the Global Head of Equity Portfolio Management. Prior to joining SEI, held various investment research and portfolio manager positions. Disciplinary Information: SIMC is required to disclose any material facts regarding any legal or disciplinary events that would materially impact a client's evaluation of Jason Collins. No events have occurred that are applicable to this item. Other Business Activities: SIMC is required to disclose any outside business activity or occupation for compensation that could potentially create a conflict of interest with clients. Jason Collins is not actively engaged in any such activities. Additional Compensation: Additional compensation is not received beyond salary and regular incentive compensation (which may include stock options) for providing advisory services. Supervision: The IMU's Portfolio Strategies Team works in a team environment. James Smigiel, Managing Director of the IMU Portfolio Strategies Team, supervises the Portfolio Strategies Team's advisory activities on behalf of SIMC by participating in recurring meetings with team members to discuss, among other things, daily performance and risk monitoring. The telephone number for Mr. Smigiel is (610) 676-2754. The Chartered Financial Analyst ("CFA") areas of study include accounting, economics, ethics, equity analysis, fixed income analysis, portfolio management, and statistics. To obtain the CFA designation, a candidate must: (1)have four years of qualified investment work experience;(2)pledge to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct annually; and (3)complete the three levels of the CFA Program, each culminating in a six-hour exam. UKSIP members must hold a bachelor's degree from an accredited academic institution or have equivalent education or work experience. Have attained one or more of the following: be a CFA Charterholder, be a former IIMR Fellow or Associate, qualified by ex June 30, 2022 Institutional Group.

Articles in this issue

Links on this page

view archives of INS Flipbooks - Purchase SEI Appendix E - Form ADV