Growth Fund

Balanced Growth Fund

Income Fund

Balanced Income Fund

Treasury Obligations Fund





 
 
New Covenant Income Fund


Investment Advisor Profile

The Investment Advisor to the Funds, SEI Investments Management Corporation, is a wholly-owned subsidiary of SEI Investments Company, a publicly-traded diversified financial services firm headquartered suburban Philadelphia, PA. As a leading "manager of managers" provider, SEI brings over 25 years of experience in sub-advisor selection and oversight to the Funds. SEI follows a disciplined and rigorous process that identifies best in class sub-advisors and integrates them in an attempt to achieve each Fund's objective.


Investment Sub-advisor Profile

J.P. Morgan Asset Management (JPM) is a bottom-up* manager with a distinguished skill set in adding value through security selection. We believe JPM has ample capacity to meet the return objectives in a risk-controlled manner.

Western Asset Management (WAM) is a top-down** manager that uses a team approach with groups of specialists dedicated to different market sectors. The team focuses on four key areas to determine portfolio structure: (1) sector allocation, (2) issue selection, (3) duration weighting and (4) term structure weighting. WAM believes that sector allocation is the most important source of value in an actively managed fixed-income portfolio.

Duration is a commonly used measure of the potential volatility of the price of a debt security, or the aggregate market value of a portfolio of debt securities, prior to maturity. Securities with a longer duration generally have more volatile prices than securities of comparable quality with short duration.

For those Funds which employ the 'manager of manager' structure, SEI Investments Management Corporation (SIMC) has the ultimate responsibility for the investment performance of the fund due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement.