South Burlington Continues Pension Investment Services With SEI
City of South BurlingtonCity · South Burlington, VT- Disclosed value
- 62 basis points total fee; 52 basis points for the SEI OCIO solution and 10 basis points for SEI alternative investments; custody services and benefit payments included
- From agendapacket
- Document date
- Oct 20, 2026
The 30-second brief
The City of South Burlington continues its investment management relationship with SEI Investments Management Corporation. SEI manages the pension portfolio and provides OCIO, custody, reporting, and related services for a total stated fee of 62 basis points, with custody and benefit payments included.
Sei Investments Management Corporation (Simc) holds this financial services contract with City of South Burlington.
Term as filed: Ongoing existing institutional investor relationship; fee summary based on target allocations and market values as of January 1, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- 62 basis points total fee; 52 basis points for the SEI OCIO solution and 10 basis points for SEI alternative investments; custody services and benefit payments included
- Document date
- October 20, 2026
- Term
- Ongoing existing institutional investor relationship; fee summary based on target allocations and market values as of January 1, 2026
- Vendor
- Sei Investments Management Corporation (Simc)
- Agency
- City of South Burlington
- Source document
- City of South Burlington AgendaPacket Pension Advisory Committee Meeting Agenda 2026-10-20 (AgendaPacket)
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Questions about this contract
Who was awarded the financial services contract by City of South Burlington?
Sei Investments Management Corporation (Simc) was awarded this financial services contract by City of South Burlington, as recorded on October 20, 2026. The contract value is 62 basis points total fee; 52 basis points for the SEI OCIO solution and 10 basis points for SEI alternative investments; custody services and benefit payments included.
How much is the Sei Investments Management Corporation (Simc) contract with City of South Burlington worth?
The Sei Investments Management Corporation (Simc) contract with City of South Burlington is valued at 62 basis points total fee; 52 basis points for the SEI OCIO solution and 10 basis points for SEI alternative investments; custody services and benefit payments included, covering financial services work.
What type of contract is this?
This is a Financial Services contract, documented as a agendapacket record.
Where was this contract approved?
This contract appears in City of South Burlington AgendaPacket Pension Advisory Committee Meeting Agenda 2026-10-20 (AgendaPacket), dated October 20, 2026 from City of South Burlington. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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