SEI Trust Company Continues as Trustee for LCG Fund

SEI Trust Company continues to act as Trustee and fiduciary manager for the Winslow Large Cap Growth Fund, the collective investment trust utilized by the Melbourne Firefighters' Retirement System for its U.S. large cap growth allocation. The fund has operated since December 11, 2020 with SEI overseeing management and investment decisions.

Document date · March 31, 2025

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Fund inception 12/11/2020; relationship ongoing as of 3/31/2025

Renewal

Ongoing trustee and fiduciary services arrangement for the collective investment trust; no specific expiration or renewal terms disclosed in the report.

Document type

Report

Source document

winslow-capital-management-llc-portfolio-review_93e.pdf

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Melbourne?

Sei Trust Company was awarded this financial services contract by City of Melbourne, as recorded on March 31, 2025.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in winslow-capital-management-llc-portfolio-review_93e.pdf (Report), dated March 31, 2025 from City of Melbourne. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Sei Trust Company hold?

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