INS Flipbooks

Purchase SEI Appendix E - Form ADV

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

Contents of this Issue

Navigation

Page 277 of 278

© 2022 SEI 1 Tianyu Xu Quantitative Analyst, Investment Management Unit - Portfolio Management Team +44 203 810 7893 SEI Investments Management Corporation 1 Freedom Valley Drive, Oaks, Pennsylvania 19456, 1-800-DIAL-SEI www.seic.com This Brochure Supplement provides information about Tianyu Xu 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: 1994 Professional designations held: CFA Formal education after high school: Tianyu Xu earned his Master of Science in Mathematics and Finance from Imperial College London. Business Background: Mr. Xu works in the London Office (Alphabeta, 14-18 Finsbury Square, London EC2A 1BR). Tianyu Xu works in the London Office. Tianyu Xu serves as a Quantitative Analyst in the Quantitative Equity Management. 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 Tianyu Xu. 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. Tianyu Xu 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 Management Team works in a team environment and is supervised by Mr. Jason Collins. The telephone number for Mr. Collins is +44 2038107581. 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. June 30, 2022 Institutional Group.

Articles in this issue

Links on this page

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