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Sei Institutional Managed Trust Conservative Income Fund Class F (COIAX)
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SEI Conservative Income F (SIMT)
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- Overview
- Profile
- Historical Data
- Holdings
COIAX Overview
On this page you'll find an in-depth profile of Sei Institutional Managed Trust Conservative Income Fund Class F. Learn about the key management, total assets, investment strategy and contact information of COIAX among other information.
Investment Strategy
The investment seeks principal preservation and a high degree of liquidity while providing current income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. dollar-denominated debt securities that the fund's sub-adviser (the Sub-Adviser) believes present minimal credit risks to the fund. It will invest at least 25% of its assets in securities issued by companies in the financial services industry, but may invest less than 25% of its assets in this industry as a temporary defensive measure.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Philip Terrenzio | Portfolio Manager | 2022 | Now |
| Biography | Philip Terrenzio serves as an assistant portfolio manager for the Fixed Income Team within the Investment Management Unit. He works directly under portfolio managers and assists them with monitoring portfolio exposures, portfolio risks, performance attribution, and daily cash flows for money market, liability driven investing, core, high yield and government funds. Prior to joining the Investment Management Unit, Mr. Terrenzio started his career at SEI in 2013 as a mutual fund accountant and supervisor within SEI's Investment Management Services where he worked on the operations and administration of SEI's mutual funds. Mr. Terrenzio earned a Bachelor of Science in Business Administration with a major in Finance from Saint Joseph's University, graduating cum laude, and is a CFA charterholder. | ||
| Anthony Karaminas | Head | 2021 | Now |
| Biography | Anthony Karaminas, CFA, serves as Head of SIMC Fixed Income & Multi-Asset, within SIMC's Investment Management Unit. In this role, Mr. Karaminas is responsible for Portfolio Management leadership and oversight duties for the entirety of the SIMC Fixed Income & Multi-Asset Business. Prior to joining SEI, he was an associate portfolio manager/analyst within the Multi-Manager Solution team at UBS Asset Management. He previously held the role of Sector Head of Global Fixed Income and Global High Yield funds research in London with S&P Capital IQ; prior to that, he served as an analyst in Melbourne, Australia. Anthony was also a senior analyst at Goldman Sachs JBWere. Anthony earned a Bachelor of Business (with honors) from Swinburne University in Melbourne, Australia. He is a CFA charterholder and a member of the CFA Institute. | ||
| Edward C. Ingold | portfolio manager | 2019 | Now |
| Biography | Edward C. Ingold, CFA, Director, is a portfolio manager within the Cash Management Group. His primary responsibility is managing US Liquidity Portfolios, including retail and institutional money market funds. Mr. Ingold has managed prime retail and institutional money market funds at BlackRock since 2006. | ||
| Eric Hiatt | Director | 2016 | Now |
| Biography | Eric Hiatt, CFA, FRM, has been a Managing Director at BlackRock since 2017. Mr. Hiatt has been a Director of BlackRock, Inc. since 2012. Prior to his appointment as Director, Mr. Hiatt was a Senior Vice President and Portfolio Manager at Dwight Asset Management from 2009 to 2012. | ||
| Richard A. Bamford | Portfolio Manager | 2016 | Now |
| Biography | Richard A. Bamford serves as a Portfolio Manager for the Fixed Income Team within SIMC's Investment Management Unit. Mr. Bamford is responsible for investment grade debt and municipal bond portfolios. Mr. Bamford's duties include manager analysis and selection, strategy development and enhancement as well as investment research. Mr. Bamford has over 20 years of investment experience in investment management. Prior to joining SEI in 1999, Mr. Bamford worked as a Municipal Credit Analyst for Vanguard. Mr. Bamford received a Bachelor of Science in Economics/Finance and Accounting from the University of Scranton and an M.B.A. with a concentration in Finance from St. Joseph's University. | ||
| Richard Mejzak | Portfolio Manager | 2016 | 2023 |
| Biography | Richard Mejzak has been with BlackRock since 1990, including his years with Merrill Lynch Investment Managers, which was acquired by BlackRock in 2006. Mr. Mejzak became a portfolio manager for BlackRock Fund Advisors in 2012. | ||
| Erin K. Garrett | Portfolio Manager | 2016 | 2020 |
| Biography | Erin Garrett is a portfolio manager in the T. Rowe Price ActivePlus Portfolios Program, Target Allocation Active Series and an associate portfolio manager for the Target Allocation strategies. Erin is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Erin’s investment experience began in 2007, and she has been with T. Rowe Price since 2020, beginning in the Multi-Asset Division. Prior to this, Erin was employed by SEI as a portfolio manager, overseeing $45 billion in U.S. taxable and tax-exempt fixed income mutual funds and separate accounts. She was responsible for the selection of fund subadvisors and the allocations among these managers to optimize diversification of style, alpha source, and risk. She was shortlisted for best manager in the “Bonds” category for the 2019 Women in Asset Management Awards. Erin earned a B.S. in business administration/finance and an M.B.A., with concentrations in strategic management and international business, from Villanova University. | ||
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