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SEI Appendix A - Form ADV
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© 2023 SEI 1 SEI Appendix A Form ADV
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SIMC Form ADV Part 2A Institutional Group - March 31_ 2023
Item 4 – Advisory Business
Item 5 – Fees and Compensation
Item 6 – Performance Based Fees and Side-By-Side Management
Item 7 – Types of Clients
Item 8 – Methods of Analysis, Investment Strategies and Risk of Loss
Item 9 – Disciplinary Information
Item 10 – Other Financial Industry Activities and Affiliations
Item 11 – Code of Ethics, Participation or Interest in Client Transactions and Personal Trading
Item 12 – Brokerage Practices
Item 13 – Review of Accounts
Item 14 – Client Referrals and Other Compensation
Item 15 – Custody
Item 16 – Investment Discretion
Item 17 – Voting Client Securities
Item 18 – Financial Information
SIMC Form ADV Part 2B Institutional Group June 30 2023
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