Issue link: https://read.uberflip.com/i/1508147
A discretionary investment management program designed to deliver results Our fiduciary management program is designed to deliver strong, risk-adjusted returns for multiemployer plans. We bring together discretionary investment management with plan-level advice to provide improved focus and efficiency, timely decision making, and favorable fees. Proactive, customized advice and modeling Our investment and advice professionals work with you to create a customized asset allocation based on your plan goals and risk constraints. • Scenario testing and proprietary technology show potential outcomes of asset allocation decisions • Proactive recommendations and ongoing monitoring based on our active view, your goals, and the health of your plan Active, multi-manager investment implementation We implement your portfolio using diversified multi-manager strategies. Our goal is to identify specific opportunities for excess returns and hire managers who we believe can deliver consistent results within those areas. • Broad manager and asset class diversification with a blend of active and passive strategies • Active management at multiple levels, designed to capture market opportunities to help enhance returns • Rigorous manager selection, analysis and monitoring to ensure the best fitting managers are included in your portfolio • Team of seasoned professionals, responsible for investment implementation and oversight, is supported by established processes, and cutting-edge technology 30+ year track record Pioneer in taking discretion for client investment portfolios $399 billion in aum* With 39 Taft–Hartley accounts* More than 300 professionals Includes experts on asset allocation, manager research and risk management Taft-Hartley focus Advisory and investment professionals dedicated to needs of Taft–Hartley plans Manager Access Scale and network to identify and access the best emerging and specialist managers we can find Broad diversification Portfolios built with broad manager and asset class diversification Cost-effective Buying power to often negotiate favorable manager fees 1 *Information as of December 31, 2022. 1 Pensions & Investments, July 2022. SEI ranked as one of the largest outsourcer based on worldwide institutional outsourced assets under management. Fiduciary Management for Multiemployer Plans.