Issue link: https://read.uberflip.com/i/1494883
© 2022 SEI 1 Timothy Sauermelch Portfolio Manager, Investment Management Unit - Fixed Income Portfolio Management Team (610) 676-3908 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Timothy Sauermelch 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. Additional information about Timothy Sauermelch is available on the SEC's website at www.adviserinfo.sec.gov. Education Background and Business Experience: Year of Birth: 1983 Professional designations held: CFA Formal education after high school: Timothy Sauermelch earned a Masters of Business Administration with a concentration in Finance from Villanova University and graduated summa cum laude from Kutztown University of Pennsylvania with a Bachelor of Science in Finance and a minor in Economics. Business Background: Mr. Sauermelch works in the Oaks office. Timothy Sauermelch works in the Oaks office. Timothy Sauermelch serves as a Senior Portfolio Manager within SEI Fixed Income Portfolio Management team with primary responsibility for developed market treasury, inflation linked, active return and derivative overlay strategies. 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 Timothy Sauermelch. 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. Timothy Sauermelch 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. An additional factor contributing to the incentive compensation calculation may include growth of assets managed by the team. Supervision: Sean Simko, Managing Director of the Fixed Income Portfolio Management Team, supervises the team's advisory activities through the review of reports generated by the team's trading systems, and by participating in recurring meetings with team members to discuss, among other things, market conditions and investment strategies managed by the team. The telephone number for Mr. Simko is (610) 676-3571. 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. Additional information about Timothy Sauermelch is available on the SEC's website at www.adviserinfo.sec.gov. June 30, 2022 Institutional Group.