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Sei Institutional Managed Trust U.s. Fixed Income Fund Class Y (SUSWX)
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9.92
0.00
0.00%
10/08 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 146.58M
SEI US Fixed Income Y (SIMT)
9.92
0.00
0.00%
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SUSWX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust U.s. Fixed Income Fund Class Y. Learn about the key management, total assets, investment strategy and contact information of SUSWX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jarad Vasquez | - | 2017 | Now |
| Biography | Jarad Vasquez is a senior portfolio manager and co-head for the Montgomery Fixed Income at Wells Fargo Asset Management. Prior to joining the firm in 2007, Jarad was a trader at Susquehanna International Group where he traded MBS in a proprietary relative value strategy and equity options as a specialist on the Philadelphia Stock Exchange. He has been in the investment industry since 2001. Jarad earned a bachelor’s degree in management science from the Massachusetts Institute of Technology. | ||
| Maulik Bhansali | Senior Portfolio Manager | 2017 | Now |
| Biography | Maulik Bhansali is a senior portfolio manager and co-head for the Wells Fargo Asset Management (WFAM) Montgomery Fixed Income team. Prior to joining the team in 2006, he was an equity research analyst responsible for quantitative modeling and portfolio construction in addition to fundamental analysis. Prior to joining the firm in 2001, Maulik worked with Watson Wyatt Worldwide where he served as a retirement actuary. He earned a bachelor’s degree in economics and international studies from Yale University, where he graduated cum laude. Maulik also earned a master’s degree in financial engineering at the University of California, Berkeley. He is an Associate of the Society of Actuaries and has earned the right to use the CFA designation. | ||
| Samuel B. Kaplan | Managing Director | 2016 | Now |
| Biography | Samuel B. Kaplan, CFA, Managing Director and Fixed Income Portfolio Manager.Mr. Kaplan joined Jennison in March 2008 as a Fixed Income Trader and became a Fixed Income Portfolio Manager in February 2016. | ||
| James Gaul | Managing Director | 2016 | Now |
| Biography | James Gaul, CFA, joined Jennison in February 2016 as a Managing Director and Fixed Income Portfolio Manager with expertise in the investment grade credit sector. Prior to Jennison, Mr. Gaul was with Standish Mellon Asset Management Company from 2006 to 2016 where he served as the Director of Investment Grade Credit since 2011 and a Credit Portfolio Manager since 2009. | ||
| Richard A. Bamford | Portfolio Manager | 2014 | Now |
| Biography | Mr. Bamford serves as a Portfolio Manager for the Fixed Income Team within the Investment Management Unit. His duties include manager analysis and selection, strategy development and enhancement as well as investment research. Prior to joining SEI in 1999, Richard worked as a Municipal Credit Analyst for Vanguard. He received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and a Master of Business Administration with a concentration in Finance from St. Joseph's University. | ||
| Erin K. Garrett | Portfolio Manager | 2014 | Now |
| Biography | Ms. Garrett serves as a Portfolio Manager for the SEI US Investment Grade fixed income strategies within the Investment Management Unit. Ms. Garrett is responsible for the selection of fund sub-advisers and the allocations among these managers to optimize diversification of style and alpha source within the fixed income funds. In this capacity, Ms. Garrett primarily oversees daily cash flows, portfolio exposures, portfolio risks, and performance attribution. In her preceding role, Ms. Garrett was an Analyst on the Global Fixed Income team responsible for in-depth due diligence on existing and prospective investment managers for SEI's US fixed-income portfolios. Ms. Garrett earned a Bachelor of Science in Business Administration/Finance and her M.B.A. with concentrations in Strategic Management and International Business from the Villanova University School of Business, where she graduated magna cum laude. Ms. Garrett is the former President of SEI's Women's Network and currently serves on the SEI Corporate Innovation team. | ||
| S. Kenneth Leech | CIO (Chief Investment Officer) | 2014 | Now |
| Biography | S. Kenneth Leech is the Chief Investment Officer of Western Asset. He has been with Western Asset since 1990. | ||
| Miriam Zussman | Managing Director | 2013 | Now |
| Biography | Ms. Zussman joined Jennison in May 2004 as a senior vice president and fixed income portfolio manager. From 2006 to January 2012, she provided her credit expertise on a full time basis to Jennison as an outside consultant. Ms. Zussman rejoined Jennison beginning February 2012 as a managing director and fixed income portfolio manager. Zussman has been the director of credit research for Neuberger & Berman since January 1996. She began her investment career in 1988. | ||
| Eric G. Staudt | Managing Director | 2012 | Now |
| Biography | Eric G. Staudt, CFA, Managing Director and Portfolio Manager. Mr. Staudt joined Jennison in 2010 to add to the depth of Jennison's credit team and is responsible for developing and implementing strategies in the credit sector. For the previous 11 years, Mr. Staudt worked at UBS Global Asset Management. While there, he was a senior credit analyst for three years prior to becoming a fixed income portfolio manager in 2001 and senior fixed income portfolio manager in 2005. | ||
| Erik S. Brown | Managing Director | 2010 | Now |
| Biography | Mr. Brown joined Jennison in 1989 as a Fixed Income Trader specializing in mortgage securities. Since 1997 Mr. Brown has been part of the portfolio management team with primary responsibility for mortgage strategies; he also develops and implements strategy for yield curve, Treasury/agency securities and futures. | ||
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