SEI Appoints New Trustee Director for the SEI Master Trust

LONDON, 30 Nov., 2022 – SEI^® (NASDAQ:SEIC) today announced that Natalie Winterfrost of LawDebenture (LawDeb) has been appointed as Trustee Director to SEI’s Master Trusts, with LawDeb added to the Board of the trustee company, SEI Trustees Limited. The fully independent Trustee Board’s Directors oversee both of SEI’s Master Trusts.

Allan Course, Chair of the Trustee, said:

“We’re excited to welcome Natalie to the Trustee Board. Her industry experience backed up by her deep understanding of the pension landscape will be invaluable as we continue to work to get the best retirement outcomes for members.”

A Chartered Financial Analyst, Winterfrost has more than 25 years of experience in investment consulting and asset management. She has helped large pension schemes address many complex investment issues, including environmental, social, and governance (ESG) and Task Force on Climate-related Financial Disclosures (TCFD).

Working collaboratively with the existing Trustee Board, Winterfrost’s role will be fundamental in helping SEI consistently improve the retirement outcomes for the membership which continues to grow through new client wins and acquisitions.

Winterfrost said:

“I look forward to leveraging my investment and asset management experience to bring enhanced value and focus to delivering better retirement outcomes for the SEI Master Trust’s members.”

About SEI^®

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Sept. 30, 2022, SEI manages, advises, or administers approximately $1.2 trillion in assets. For more information, visit seic.com.

About the SEI Master Trust

The SEI Master Trust provides a fully-bundled solution for employers delivering defined contribution (DC) schemes. An independently-assured DC provision, the Master Trust encompasses investment management, member communications and administration, as well as utilises a manager-of-managers platform established over 25 years ago and overseen by more than 100 in-house investment experts. With its global scale and 15-year heritage as one of the first U.K. Master Trust providers, the SEI Master Trust offers customised solutions and a complete member journey, guiding members through retirement and beyond.

About SEI’s Institutional Group

SEI’s Institutional Group provides clients with a variety of solutions aligned with their investment implementation preferences. As one of the first and largest providers of outsourced investment management services, SEI’s Outsourced CIO (OCIO) platform supports institutional investors who delegate investment management decisions through a flexible implementation model. SEI's Enhanced CIO (ECIO) platform supports internal investment teams through SEI Novus, a global portfolio intelligence tool and SEI’s comprehensive investment processing, shadow accounting, and data and workflow management offerings. More than 465 institutional clients utilize these integrated solutions worldwide as of Sept. 30, 2022. For more information, visit www.seic.com/institutions.