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- October 31, 2011
- SEI Compliance Poll: For Second Consecutive Year, CCO's Stifled By Increased Responsibilities and Lagging Resources
- According to results of a poll released today by SEI, for the second consecutive year chief compliance officers are taking on more and more responsibility while struggling to keep up with the pressure of ongoing regulatory changes. [... More]
- October 27, 2011
- SEI Survey: Wealthy Parents Putting Off 'Money Talk' Until Children Reach Adulthood
- While the majority of wealthy parents have strong ideas about how their children should use the wealth they will inherit, most are waiting until their children are well into adulthood to discuss those ideas, according to a recent SEI survey. [... More]
- October 25, 2011
- SEI Adds Over US $1.2 Billion (765M Pounds) In New United Kingdom Fiduciary Management Assets
- SEI, a leading global provider of fiduciary management, today announced strong one-year sales of the company’s fiduciary management offering in the United Kingdom resulting in 11 new fiduciary management clients and over US $1.2 billion (£765 million) in new assets under management. [... More]
- October 24, 2011
- SEI Report: Majority Of Investors Prefer Online Communication To Face-To-Face Meetings
- According to research released today by SEI, entitled Communication in the Information Age, while nine out of 10 wealth managers still regard face-to-face meetings as the most important communication method, the large majority of investors want to receive communications electronically. [... More]
- October 21, 2011
- SEI Named 'Best Administrator - Single Manager Hedge Funds' At HFMWeek Hedge Fund Services Awards
- SEI today announced that it was named “Best Administrator – Single Manager Hedge Funds” in the 2011 HFMWeek U.S. Hedge Fund Services Awards, among service providers with over $30 billion in assets under administration. [... More]
- October 20, 2011
- SEI Global Wealth Services Selected To Support ARIA Growth Ambitions
- SEI announced today that it has been selected as a strategic partner to ARIA Capital Management to support their discretionary investment management services through its Global Wealth Services solution. [... More]
- October 19, 2011
- SEI Reports Third-Quarter 2011 Financial Results
- SEI Investments Company today announced financial results for third-quarter 2011. [... More]
- October 13, 2011
- SEI Selected As Fiduciary Manager For Draka UK Pension Plan Following KPMG Review
- SEI, a leading global provider of fiduciary management, today announced that it has been hired by the trustees of the Draka UK Pension Plan (Draka) to provide fiduciary management services for the defined benefit pension plan, representing approximately £60 million in assets. [... More]
- October 12, 2011
- SEI To Announce Third-Quarter Earnings On Wednesday, October 19, 2011
- SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 19, 2011, before the markets open. [... More]
- October 04, 2011
- SEI Survey: Private Equity Managers Struggling To Keep Up With Increasing Investor Transparency Demands
- While nearly everyone in the private equity space agrees that there has been an increased focus on portfolio transparency and client reporting over the past few years, investors remain dissatisfied with the information they receive from managers, according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
- October 03, 2011
- SEI Receives Peer Reviewed Designation From Healthcare Financial Management Association (HFMA)
- The Healthcare Financial Management Association (HFMA) recently reviewed SEI, using the Peer Review Process. [... More]
- September 30, 2011
- SEI Wealth Network Recognized As A 2011 NABCAP Premier Advisor
- SEI announced today that the SEI Wealth Network® has been included in the National Association of Board Certified Advisory Practices’ (NABCAP) Premier Advisor list, published today by the Philadelphia Business Journal. [... More]
- September 29, 2011
- SEI Finds 'Upside Of Downside' The Key To New Era Of Investing
- SEI offers investors the option to adopt a managed volatility strategy designed to lower absolute risk, minimize losses, and achieve market-like returns through its U.S. Managed Volatility Fund. [... More]
- September 27, 2011
- SEI Survey Shows Majority Of Wealthy Families Unprepared For Wealth Transfer
- While wealthy families agree nearly unanimously that their wealth is a catalyst for family success, many don’t have a plan or strategy in place to transfer their wealth to future generations, according to a recent SEI survey. [... More]
- September 22, 2011
- SEI Quick Poll: Nonprofits Continue To Increase Diversification To Help Manage Market Volatility
- An SEI Quick Poll released today reveals that nonprofits are continuing to add new asset classes to portfolios in an effort to decrease ongoing investment volatility. [... More]
- September 20, 2011
- SEI Selected By SpareBank1 Markets To Provide Outsourcing Services For UCITS Fund
- SEI announced today that it has been selected by SpareBank1 Markets AS, a leading Nordic investment manager, to provide full fund administration and trustee and custodial services for its new Irish-registered UCITS fund. [... More]
- September 19, 2011
- Fusion Wealth Goes Live With SEI Global Wealth Services
- SEI today announced that Fusion Wealth has gone live with the company’s Global Wealth Services (GWS) solution. [... More]
- August 30, 2011
- SEI Survey: Investors' High Hopes For Private Equity Come With Higher Expectations For Managers
- With sluggish returns projected for many asset classes, institutional investors are turning to private equity as a source of alpha but expect greater transparency, reporting and risk management from managers according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
- August 29, 2011
- SEI Identifies 4 Ways For Advisors To Boost Client Referrals In Any Market
- While financial advisors agree that client referrals are critical to a firm’s growth, nearly half of advisors say they’ve asked only “a small percentage” of their clients for a referral, according to an SEI Quick Poll released today. [... More]
- August 25, 2011
- SEI Quick Poll: More Pensions Using Alternatives; Funded Status Volatility Continues To Be A Concern
- An SEI Quick Poll released today shows a significant increase in the percentage of pension portfolios investing in alternatives when compared to the previous three years of polling. [... More]
- August 22, 2011
- SEI Introduces Functionality To Support UCITS IV Requirements
- SEI announced today the launch of new tools designed to assist investment managers in meeting mandatory requirements under the Undertakings for Collective Investment in Transferable Securities IV (UCITS) Directive. [... More]
- August 15, 2011
- SEI Canada Expands Team With Appointment Of Brent Wilkins
- SEI announced today the appointment of Brent Wilkins as Head of Asset Management Distribution for SEI’s Canada office. [... More]
- August 15, 2011
- SEI Selected By Granite Investment Partners To Provide Comprehensive Middle- And Back-Office Outsourcing
- SEI today announced that it has been selected by Granite Investment Partners to provide a complete back- and middle-office outsourcing solution for the firm’s separate accounts. [... More]
- August 08, 2011
- SEI Global Wealth Services And Paradigm Group Partner To Launch Workplace Platform
- SEI announced today that it has been selected as a strategic partner to the Paradigm Group to launch a workplace investment platform accessed through JargonFreeBenefits, a front-end flex benefit system to manage workplace pensions, benefits, and payroll. [... More]
- August 02, 2011
- SEI Report: Nearly 2 Out Of 3 Investors Say Wealth Management Industry Struggles To Demonstrate 'Empathy'
- While wealth managers have long referred to the wealth management industry as a “relationship business,” the majority of investors disagree, feeling that their needs are anything but central to the service they receive. [... More]
- July 21, 2011
- SEI Reports Second-Quarter 2011 Financial Results
- SEI Investments Company today announced financial results for second-quarter 2011. [... More]
- July 20, 2011
- SEI Named 'Fiduciary Management Firm Of The Year'
- SEI today announced that the company has been named “Fiduciary Management Firm of the Year” at the 4th annual European Pensions Awards ceremony. [... More]
- July 14, 2011
- SEI To Announce Second-Quarter Earnings On Thursday, July 21, 2011
- SEI Investments Company announced today that it intends to release second-quarter earnings on Thursday, July 21, 2011, before the markets open. [... More]
- June 16, 2011
- SEI Quick Poll: 61 Percent Of Wealth Management Organizations Are Taking Action To Improve Client Centricity
- According to an SEI Quick Poll released today, 61 percent of wealth managers say their organizations are either actively engaged in centricity programs or have plans to launch such programs in the next 12 months. [... More]
- June 16, 2011
- SEI Quick Poll: 1 In 4 Top Financial Advisors Use Electronic Tablets For Client And Prospect Meetings
- Top advisors remain frustrated by the use of technology in their business, identifying “lack of integration” (50 percent), “complexity” (28 percent) and “managing multiple vendors” as their key challenges, according to an SEI Quick Poll released today. [... More]
- June 06, 2011
- SEI Named Best Funds Of Hedge Funds Administrator At HFMWeek's European Service Provider Awards
- SEI today announced that it was named “Best Funds of Hedge Funds Administrator” in the 2011 HFMWeek European Service Provider Awards among service providers with over $30 billion in assets under administration. [... More]
- May 31, 2011
- SEI Quick Poll: Advisors Say Majority Of Investors Are 'Worried They Will Outlive Their Savings'
- Investors are worried about retiring later and with less, according to an SEI Quick Poll released today. [... More]
- May 25, 2011
- SEI Declares Increased Dividend of $.12 Per Share And Increase In Stock Repurchase Program
- The Board of Directors of SEI Investments Company today declared an increased dividend of $.12 (twelve cents) per share. [... More]
- May 25, 2011
- SEI To Hold Investor Conference
- SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 1, 2011, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
- May 18, 2011
- SEI Named 'Service Provider Of The Year' At MMI Industry Leadership Awards
- SEI today announced that it was named “Service Provider of the Year” at the annual Money Management Institute (MMI) Advisory Solutions Industry Leadership Awards ceremony. [... More]
- May 11, 2011
- SEI's Pension Lifecycle Meter Shows 60 Percent of US Corporate Pension Plans Are Closed To New Entrants
- SEI today released the findings of a new gauge that will provide updated statistics on the state of plan design for U.S. corporate defined benefit plans. [... More]
- May 10, 2011
- SEI Adds Series Of Enhancements To Investor Reporting Website
- SEI today announced that it has deployed a series of cutting-edge enhancements to the company’s Investor Dashboard which address emerging trends in the market. [... More]
- May 05, 2011
- SEI Report: Investors Directly Equate Objectivity To The Quality Of Their Wealth Management Relationships
- According to research released today by SEI, both wealth managers and investors agree that objectivity – focusing on clients’ needs first – is the key to establishing wealth management as a relationship-oriented business. [... More]
- May 03, 2011
- SEI's Global Wealth Services Selected By Premier Asset Management For Investment Processing Services
- SEI today announced that it has been selected by Premier Asset Management to provide investment processing services through its Global Wealth Services solution. [... More]
- April 27, 2011
- SEI Reports First-Quarter 2011 Financial Results
- Diluted earnings per share were $.31 in first-quarter 2011 and first-quarter 2010. These results include gains from Structured Investment Vehicles (SIV) securities of $6.9 million or approximately $.02 diluted earnings per share in first quarter 2011 compared to $17.3 million or approximately $.05 diluted earnings per share in first-quarter 2010. [... More]
- April 25, 2011
- SEI Finds That Fear And Confidence Issues Hinder Affluent Families From Effectively Passing Wealth To Future Generations
- Insights from a recent SEI Wealth Insight Initiative roundtable suggest that fear of negative outcomes and a lack of confidence in heirs are two of the biggest barriers to families sustaining and growing wealth over time. [... More]
- April 18, 2011
- SEI Quick Poll: When It Comes To Tax Management, Clients Don't Ask, Advisors Don't Tell
- According to an SEI Quick Poll released today, more than 90 percent of financial advisors say their clients rarely or occasionally ask about ways to minimize taxes on their investments, yet more than two-thirds of advisors say they can help preserve more than 3 percent of their clients’ wealth through specific tax-management strategies. [... More]
- April 14, 2011
- SEI Poll: Investment Managers Optimistic But Remain Focused On Increasing Efficiency
- Despite ongoing regulatory challenges and political uncertainty, investment managers are optimistic about their business outlooks. [... More]
- April 07, 2011
- SEI To Announce First-Quarter Earnings On Wednesday, April 27, 2011
- SEI Investments Company announced today that it intends to release first-quarter earnings on Wednesday, April 27, 2011, before the markets open. [... More]
- April 07, 2011
- SEI Report: Wealth Managers And Clients Differ On Definition And Importance Of Independence
- According to research released today by SEI, in collaboration with Scorpio Partnership, while nearly three out of four investors regard “independence” as important or somewhat important, many investors believe that independence in a wealth industry relationship remains more a hope than an expectation. [... More]
- April 05, 2011
- SEI Quick Poll: Advisors Say Lack Of Frequency 'Common Pitfall' Of Client Communications
- Nearly two-thirds (62 percent) of financial advisors say their greatest pitfall in communicating with clients is lack of frequency, according to an SEI Quick Poll released today. [... More]
- March 29, 2011
- SEI Launches Goals-Based Global Strategic Portfolios
- SEI today announced the launch of a new range of investment solutions, the SEI Global Strategic Portfolios. [... More]
- March 14, 2011
- SEI Extends Operational Outsourcing Relationships With Multiple Mutual Fund Clients
- SEI today announced that it has secured long-term contract extensions with several existing mutual fund clients to provide full-service operational outsourcing through the company’s Advisors’ Inner Circle Fund® (AIC) series trust offering. [... More]
- March 08, 2011
- SEI Advisor Network Signs More Than 400 New Advisors And Receives $5 Billion In Assets For 2010
- SEI today announced that 2010 was a year of strong growth for the SEI Advisor Network as it signed on 406 new Registered Investment Advisors, increased assets under management to nearly $31 billion and generated $5 billion in new receipts. [... More]
- March 07, 2011
- SEI Selected By Allianz Global Investors Managed Accounts To Provide SMA Outsourcing Solution
- SEI today announced that it has been selected by Allianz Global Investors Managed Accounts (AGIMA) to provide a full suite of operations outsourcing services for the firm’s separately managed account (SMA) business. [... More]
- February 28, 2011
- SEI Named To Global Outsourcing 100
- SEI today announced that it has been named to The 2011 Global Outsourcing 100® by the International Association of Outsourcing Professionals® (IAOP). [... More]
- February 14, 2011
- SEI Quick Poll: Heart Trumps Head In Investing For Wealthy Individuals
- A new Quick Poll from SEI today showed that more than two-thirds (68 percent) of high-net-worth individuals surveyed have let their emotions get in the way of making the best investment decisions. [... More]
- February 10, 2011
- SEI Quick Poll: Nonprofits Focused On Downside Risk And Aligning Portfolio With Organizational Finances
- An SEI Quick Poll released today found that nonprofit finance executives say their highest investment priority for 2011 is to make asset allocation changes focused on downside risk protection. [... More]
- February 08, 2011
- SEI Quick Poll: Pension Sponsors Identify Controlling Volatility, Establishing Long-Term Strategies As Top Priorities For 2011
- An SEI Quick Poll released today found that, for the second consecutive year, pension plan sponsors say their number one priority for the coming year is finding a way to control funded status volatility. [... More]
- February 07, 2011
- SEI Selected By 36 South To Provide Outsourcing Services For Irish Registered Funds
- SEI announced today that it had been selected by absolute return manager 36 South Capital Advisors LLP to provide full-service operational outsourcing for the firm’s recently re-domiciled volatility funds. [... More]
- February 03, 2011
- SEI Adds 24 New Institutional Clients in 2010
- SEI today announced strong 2010 global institutional sales resulting in 24 new institutional clients. [... More]
- January 27, 2011
- SEI's Global Wealth Services Infrastructure Chosen To Support True Potential's Innovative Wrap Platform
- SEI announced today that the company’s Global Wealth Services infrastructure has been selected by True Potential to power the firm’s new wrap platform. [... More]
- January 26, 2011
- SEI Reports Fourth-Quarter 2010 Financial Results
- SEI Investments Company today announced financial results for fourth-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to fourth-quarter 2009. [... More]
- January 20, 2011
- SEI To Announce Fourth-Quarter Earnings On Wednesday, January 26, 2011
- SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, Jan. 26, 2011, before the markets open. [... More]
- January 20, 2011
- SEI Recontracts With RiverFront Investment Group To Provide SMA Outsourcing Solution
- SEI today announced that it has extended its relationship with RiverFront Investment Group, LLC to provide operations outsourcing services for the firm’s separate account business for an additional three years. [... More]
- January 18, 2011
- SEI Study: Hedge Fund Managers Must Focus On Risk Management To Capitalize On Renewed Investor Commitment
- Institutional investors are bolstering their commitment to hedge funds, but expect greater transparency and solid risk management infrastructures from managers, according to an annual global study released today by SEI in collaboration with Greenwich Associates. [... More]
- January 13, 2011
- SEI Survey: Advisors More Optimistic About 2011 Than Their Clients
- Financial advisors are more optimistic about the economy than their clients heading into 2011, according to an SEI Survey released today. [... More]
- January 11, 2011
- SEI Renews Long-Term Relationship With The Trust Company Of Oklahoma
- SEI announced today that it has renewed a multi-year agreement with the Trust Company of Oklahoma to provide core processing and accounting systems, as well as additional processing services, to its private client and institutional businesses. [... More]
- January 10, 2011
- Fiduciary Manager SEI Expands Team With Appointment Of Geoffrey Randells
- SEI, the first and largest global provider of Fiduciary Management, today announced that it has expanded its institutional investment team with the appointment of Geoffrey Randells as a Client Investment Strategist for the EMEA region. [... More]
- January 10, 2011
- SEI Poll: Biggest Challenges For Hedge Fund CFOs Is Meeting Regulatory Requirements And Investor Expectations
- While the economy remains a concern, hedge fund CFOs say addressing new regulatory requirements and meeting evolving investor expectations are the biggest challenges for 2011, according to a poll released today by SEI. [... More]
- January 10, 2011
- SEI Shariah Investment Solution Launches On Allfunds Platform
- SEI, a leading global provider of outsourced asset management, investment processing, and investment operations solutions, announced today a partnership with Allfunds Bank to offer a greater choice of investment solutions for Shariah investors in the Gulf Cooperation Council (GCC). [... More]
- January 06, 2011
- SEI Expands Middle-Office Services With Enhanced Pricing and Valuation Capabilities
- SEI today announced that it has extended its array of middle-office services by enhancing its asset pricing and valuation validation solution for investment managers. [... More]
- December 16, 2010
- SEI Releases 2011 Update Of Research On Pension Accounting Disclosure Assumptions
- According to an annual research study on pension accounting released today by SEI, the range of discount rates being used by defined benefit plan sponsors continues to widen compared to years past. [... More]
- December 14, 2010
- New Report From SEI Shows Disconnect On Meaning Of Transparency
- SEI today released the latest in a series of special interest papers that examines the changing relationship between investors and their wealth managers. [... More]
- December 14, 2010
- SEI Declares $.10 Per Share Dividend
- The Board of Directors of SEI Investments Company today declared a dividend of $.10 (ten cents) per share. [... More]
- December 07, 2010
- SEI Research Reveals Innovative Communication Strategy Essential To Client-Wealth Manager Relationships
- SEI today released the fifth in a series of special interest papers, entitled 'The Information Age,' which looks at the value clients place on the dialogue they have with their wealth adviser and the expansion of technological tools within the market that enable open-channel communication. [... More]
- December 01, 2010
- SEI Global Poll: 4th Annual Poll Finds Interest In Liability Driven Investing Remains High
- An SEI Global Quick Poll released today shows that the number of pension plans adopting liability driven investing (LDI) strategies has remained steady over the past year. [... More]
- November 30, 2010
- SEI Enhances Goals-Based Strategic Portfolios With Addition Of Absolute Return Strategies
- SEI today announced the addition of absolute return strategies to their goals-based strategic portfolios with the aim of delivering further diversification and exposure to long-term capital growth whilst reducing risk. [... More]
- November 22, 2010
- SEI Makes Senior Hire For Global Wealth Services
- SEI announced today the appointment of David Simpson as Senior Business Development Director. [... More]
- November 19, 2010
- SEI Investments Canada Company Announces Intention To Terminate The Enhanced Global Bond Fund And International Synthetic Fund
- SEI Investments Canada Company, manager of the Enhanced Global Bond Fund and the International Synthetic Fund, announced today that it intends to terminate the Funds on or about Tuesday, January 18, 2011, following written notice to existing unitholders of the Funds. [... More]
- November 18, 2010
- SEI Renews Long-Term Relationship With Suntrust
- SEI announced today that it has renewed a multi-year agreement with SunTrust Banks, Inc. to provide core processing and accounting systems, as well as added services that assist with processing, to its private client and institutional businesses. [... More]
- November 11, 2010
- SEI Expands Relationship With Pennant Management To Include Mutual Fund Operations Outsourcing
- SEI today announced that it has been selected by Pennant Management to provide full-service operational outsourcing for the firm’s recently launched mutual fund offerings. [... More]
- November 09, 2010
- SEI Advisor Network Pledges 'No Fees, No Matter What' To Advisors
- In a program called No Advisor Fees, No Matter What, SEI Advisor Network, a business unit of SEI (NASDAQ:SEIC), today announced that it is committed to maintaining a no-fees policy for its existing and new advisor clients, regardless of the amount of assets a firm has under management. [... More]
- November 02, 2010
- SEI Named 'Most Innovative Fund Administrator' And 'Best Funds of Hedge Funds Administrator' At HFMWeek Hedge Fund Service Awards
- SEI today announced that it was named “Most Innovative Fund Administrator” and “Best Funds of Hedge Funds Administrator” in the 2010 HFMWeek US Hedge Fund Services Awards among service providers with over $30 billion in assets under administration. [... More]
- October 29, 2010
- SEI Quick Poll: Advisors Say Upcoming Elections Breed 'Fear And Uncertainty' Among Investors
- Nearly half of financial advisors believe the upcoming elections have created “fear and uncertainty” among their clients, according to an SEI Quick Poll released today. [... More]
- October 27, 2010
- Bestinvest Chooses SEI's Global Wealth Services As New Platform Partner
- Bestinvest today announced that it has selected SEI to provide its Global Wealth Services (GWS) offering to the firm. [... More]
- October 26, 2010
- SEI Compliance Poll: Too Many Responsibilities, Too Few Resources Greatest Impediments To CCO Effectiveness
- Chief compliance officers continue to take on more and more responsibility while struggling to keep up with the pressure of ongoing regulatory changes, according to a poll released today by SEI. [... More]
- October 25, 2010
- SEI Institutional Client Honored With Pension Plan Implementation Award
- SEI today announced that for the second consecutive year, one of the company's institutional clients – Magnetek, Inc. – was recognized with the "Solutions Superstar" award by EmployersWeb. [... More]
- October 21, 2010
- SEI To Discuss Continued Innovation At Sibos Conference In Amsterdam
- SEI announced today that it will make two presentations on the need for continued innovation in financial services and wealth management at the Sibos conference, in Amsterdam, Oct. 25-29, 2010. [... More]
- October 20, 2010
- SEI Reports Third-Quarter 2010 Financial Results
- SEI Investments Company today announced financial results for third-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to third-quarter 2009. [... More]
- October 19, 2010
- SEI Quick Poll: Wealthy Individuals Use Social Media More Than Most Americans
- A new Quick Poll from SEI today showed that 70 percent of high-net-worth individuals surveyed are users of Facebook and other social media sites. [... More]
- October 19, 2010
- SEI Announces Increase In Stock Repurchase Program
- The Board of Directors of SEI Investments Company today approved an increase in its stock repurchase program by an additional $100 million. [... More]
- October 14, 2010
- SEI Investment Solution Launches On Ascentric
- SEI today announced that it has expanded the distribution of its investment solution to the U.K. IFA marketplace by adding its suite of strategic portfolios to Ascentric, the independent wrap platform for financial advisers. [... More]
- October 13, 2010
- SEI To Announce Third-Quarter Earnings On Wednesday, October 20, 2010
- SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, Oct. 20, 2010, before the markets open. [... More]
- October 04, 2010
- SEI Enhances Compliance Offering To Help Managers Meet Changing Regulatory Demands
- SEI today announced that it has enhanced its ComplianceAdvantage program to help investment managers ease the burden of increasing regulatory complexity due to recent SEC rule changes. [... More]
- September 28, 2010
- SEI Selected By Sands Capital Management To Provide Operational Outsourcing
- SEI announced today that it has been selected by Sands Capital Management to provide full-service operational outsourcing for the firm’s recently created U.S. mutual fund and Dublin-based UCITS (Undertakings for Collective Investment in Transferable Securities) offerings. [... More]
- September 22, 2010
- SEI Launches 'Ready-4-Reform' To Aid Advisors With New Regulations, Promote Business Growth
- SEI today announced it has launched Ready-4-Reform, a program to help advisors prepare for the new regulatory environment and pending legislative changes. [... More]
- September 13, 2010
- SEI Quick Poll: Pension Plans Increase Use Of Alternative Investments
- An SEI Quick Poll released today shows a significant increase in the percentage of pension portfolios investing in alternatives, when compared to the previous two years. [... More]
- September 13, 2010
- Fiduciary Manager SEI Expands Team With Appointment Of Bruce Rogerson
- SEI, the first and largest global provider of Fiduciary Management, today announced that it has expanded its U.K. client service team with the appointment of Bruce Rogerson as a Client Service Director. [... More]
- September 06, 2010
- SEI South Africa Appoints Managing Director
- SEI Investments (South Africa) Limited, a subsidiary of SEI Investments Company, has appointed Giles Mokoka as Managing Director and head of its South African operation based in Johannesburg. [... More]
- August 25, 2010
- SEI To Provide Collateral Management Solution For OTC Derivatives
- SEI announced today that it has expanded its middle office outsourcing services to include collateral management for OTC derivatives, providing its asset manager clients with a more automated, controlled, and independent method by which to manage their counterparty exposure. [... More]
- August 23, 2010
- SEI's ETF Platform Trades Over 50 Percent Of All U.S. ETF Assets
- SEI today announced that it supports authorized participant (AP) trading for over 300 Exchange Traded Funds (ETFs). [... More]
- August 19, 2010
- SEI Adds 15 Clients, $2.5 Billion In New Institutional Assets In First Half of 2010
- SEI today announced strong global institutional sales resulting in 15 new institutional clients and nearly $2.5 billion in assets under management through the first half of 2010. [... More]
- August 17, 2010
- SEI Quick Poll: Nonprofit Investment Committees Continue To Face Significant Challenges
- An SEI Quick Poll released today shows nonprofits have considered switching to an outsourced CIO model to manage assets, as a result of recent economic conditions. [... More]
- August 09, 2010
- SEI Selected By Aviva Investors North America To Provide Mutual Fund Operations Outsourcing
- SEI today announced that it has been selected by Aviva Investors North America to provide full-service fund operations outsourcing for the firm’s recently created mutual fund offering. [... More]
- August 05, 2010
- SEI Grows Wealth Management Offering With New Appointment
- SEI announced today the appointment of Cedric Bucher as Director of Client Investment Strategy (Private Client). [... More]
- July 29, 2010
- Fiduciary Manager SEI Expands Advice Team With Appointment Of Cyprian Njamma
- SEI, the leading global provider of Fiduciary Management, today announced that it has expanded its institutional advice team with the appointment of Cyprian Njamma as an asset and liability analyst. [... More]
- July 26, 2010
- SEI Quick Poll: Private Banking Wealth Managers Are Ramping Up Client Reporting in a Post-Madoff World
- According to a new Quick Poll conducted by SEI, private banking wealth managers and operations personnel say their clients want significantly enhanced financial reporting in a “post-Madoff world.” [... More]
- July 22, 2010
- SEI Quick Poll: Majority Of Advisors Unfamiliar With Financial Reform And Unclear On Impact To Business, Clients
- A majority of financial advisors say they are unfamiliar with many of the details surrounding financial reform and its potential impact on their business and clients, according to an SEI Quick Poll released today. [... More]
- July 21, 2010
- SEI Reports Second-Quarter 2010 Financial Results
- SEI Investments Company today announced financial results for second-quarter 2010, reporting an increase in net income attributable to SEI and diluted earnings per share compared to second-quarter 2009. [... More]
- July 19, 2010
- SEI Appointed As Fiduciary Manager For Jeyes Pension Funds
- SEI, a leading global provider of Fiduciary Management, today announced that it has been appointed as Fiduciary Manager to the £22 million Jeyes Pension Fund and the £2.6 million Jeyes Supplementary Pension Scheme. [... More]
- July 15, 2010
- SEI To Announce Second-Quarter Earnings On Wednesday, July 21, 2010
- SEI Investments Company announced today that it intends to release second-quarter earnings on Wednesday, July 21, 2010, before the markets open. [... More]
- July 13, 2010
- SEI Unveils New Liquidity Management Tool
- SEI today unveiled a new front-office liquidity management tool that allows its asset manager clients to continuously track, analyze, and manage the portfolio positions of their funds as well as investor redemption provisions. [... More]
- July 13, 2010
- SEI Named A Finalist For Nonprofit 'Multi-Manager Of The Year'
- SEI today announced that the company is a finalist for nonprofit “Multi-Manager of the Year” at the 10th Annual Nonprofit Awards for Excellence sponsored by Foundation & Endowment Money Management Magazine (FEMM). [... More]
- June 30, 2010
- SEI Research Reveals Objectivity Key To The Future Of Wealth Management Client Relationships
- SEI today released the third in a series of special interest papers, entitled, 'Objectivity and the Client Experience,' which looks at the changing relationship between private clients and their wealth managers. [... More]
- June 23, 2010
- SEI Survey: New Reality Of Advisor-Client Relationship Takes Focus Away From Top-Line Growth
- A recent SEI survey of 150 strategic financial advisors that work with SEI found that even among this elite group, advisors continue to spend more of their time reassuring existing clients than actively acquiring new ones. [... More]
- June 22, 2010
- SEI Research: Multiemployer Plans Considering Changes In Wake Of Poor Funded Status
- New research from SEI’s Pension Management Research Panel outlines four key issues impacting multiemployer plans and addressing poorly funded plans. [... More]
- June 17, 2010
- SEI Quick Poll: Private Banking Wealth Managers Identify Industry Shift Towards Client-Centric Focus
- According to a new Quick Poll conducted by SEI, private banking wealth managers and operations personnel say the industry is in a period of significant change and many believe that end–investors will emerge as the big winners. [... More]
- June 16, 2010
- SEI To Provide Processing Services For Wilmington Trust's Advisory Businesses
- SEI announced today that it has entered into a long-term agreement with Wilmington Trust to provide core processing and accounting systems for the firm’s two advisory businesses, Wealth Advisory Services and Corporate Client Services. [... More]
- June 09, 2010
- SEI To Hold Investor Conference
- SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 16, 2010, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
- May 25, 2010
- SEI Declares $.10 Per Share Dividend
- The Board of Directors of SEI Investments Company today declared a dividend of $.10 (ten cents) per share. [... More]
- May 24, 2010
- SEI White Paper: Investor Demand Drives Growth Of Alternative Mutual Funds In U.S. And Europe
- In the wake of historic market losses and epic scandals, a restless and empowered investor base is demanding greater transparency and liquidity from managers, while focusing on absolute returns and uncorrelated investment strategies. [... More]
- May 19, 2010
- SEI To Provide Global Wealth Services To PFP Wealth Management
- SEI today announced that it has been selected by PFP Group LLP (PFP), to provide its Global Wealth Services (GWS) offering to the firm. [... More]
- May 18, 2010
- SEI Selected By The Corporate Executive Board For Vendor Management Case Study
- SEI announced today that the company was selected by The Corporate Executive Board to be the focus of a vendor management case study. [... More]
- May 17, 2010
- SEI Enhances Private Equity Reporting Platform To Deliver Portfolio Company Level Transparency
- SEI today announced that it has partnered with the Burgiss Group to enhance its private equity platform by providing new levels of transparency and reporting to its private equity fund of funds clients. [... More]
- May 17, 2010
- SEI’s Global Wealth Services To Support UK Wealth Management's Ambitious Growth Plan
- SEI today announced that it has been selected by UK Wealth Management (UKWM) to provide its Global Wealth Services (GWS) offering to the firm. [... More]
- May 04, 2010
- SEI Quick Poll: Majority of Advisors Say Learning Best Practices from Peers is Critical to Success
- A majority of financial advisors believe they can learn how to make their business more efficient and effective through their peers, according to an SEI Quick Poll released today. [... More]
- April 29, 2010
- SEI Quick Poll: Bank Wealth Managers Concerned By Increased Regulatory Pressure
- According to a new Quick Poll conducted by SEI, bank wealth managers are feeling overwhelmed by ever-increasing compliance and regulatory issues. [... More]
- April 28, 2010
- SEI Reports First-Quarter 2010 Financial Results
- SEI Investments Company today announced financial results for first-quarter 2010, reporting an increase in net income attributable to SEI, and diluted earnings per share compared to first-quarter 2009. [... More]
- April 28, 2010
- SEI And Cofunds Partner To Provide An Outsourced Investment Solution To Benefit UK IFA Market
- SEI today announced the launch of its new investment solution to the UK IFA marketplace, through a strategic partnership with Cofunds, one of the UK's largest investment platforms. [... More]
- April 26, 2010
- SEI Launches Comprehensive Online Global Asset Management Product Guide
- SEI today launched The Global Asset Management Product Guide, a comprehensive online resource that details the key features and requirements of the investment product packaging options predominant in today’s market. [... More]
- April 26, 2010
- SEI Research Reveals Only 1 In 3 Private Clients Believe Independence In A Wealth Industry Relationship Is Achievable
- SEI today released the second in their series of special interest papers, which looks at the changing relationship between private clients and their wealth managers. [... More]
- April 21, 2010
- SEI To Announce First-Quarter Earnings On Wednesday, April 28, 2010
- SEI Investments Company announced today that it intends to release first-quarter earnings on Wednesday, April 28, 2010, before the markets open. [... More]
- April 19, 2010
- SEI’s Institutional Nonprofit Business Adds More Than $500 Million In New Assets
- SEI today announced continued sales growth in its foundation and endowment institutional business with the addition of more than $500 million in new nonprofit assets under management during the previous two quarters. [... More]
- April 15, 2010
- SEI Selected By Wells Fargo To Provide Processing For Wealth Management And Institutional Retirement Businesses
- SEI announced today that it has entered into a multi-year agreement with Wells Fargo & Company to provide core processing and accounting systems for the firm’s wealth management and institutional retirement businesses. [... More]
- April 08, 2010
- SEI Selected By PIMCO To Provide SMA Outsourcing Solution
- SEI today announced that it has been selected by PIMCO to provide separate account outsourcing services for the firm’s Laddered Municipal Bond strategy. [... More]
- April 06, 2010
- SEI Enhances Side Pocket Processing Capabilities
- SEI today announced that it has further expanded its capabilities related to the processing and accounting of side pocket investments for fund managers. [... More]
- March 23, 2010
- SEI Named To Philadelphia Inquirer's List Of Top Workplaces
- SEI announced today it has been named one of the Top Workplaces by The Philadelphia Inquirer. [... More]
- March 17, 2010
- SEI Introduces Enhanced Portfolio And Account Monitoring Services For Wealth Managers
- SEI announced today that it is now offering enhanced portfolio and account monitoring services, which provides institutions with flexible management reporting capability, thereby increasing the efficiency and effectiveness of the account review process. [... More]
- March 11, 2010
- SEI's PensionConnect 360 Completes Its 1,000th Pension Plan Analysis
- SEI today announced record sales growth in its corporate defined benefit business over a five year period. [... More]
- March 08, 2010
- SEI Chosen By AlphaOne Capital Partners To Provide Operations Outsourcing
- SEI today announced that it has been selected by AlphaOne Capital Partners to provide a complete outsourcing solution, including middle- and back-office services, for the firm’s portfolio of investment products. [... More]
- March 04, 2010
- SEI Advisor Network Signs 250 New Advisors And Receives $4.5 Billion In Assets For 2009
- SEI today announced that 2009 was a year of positive business growth for the SEI Advisor Network. [... More]
- February 22, 2010
- SEI Selected To Deliver Global Wealth Services To The Cavanagh Group
- SEI today announced that it has been selected to provide Global Wealth Services to The Cavanagh Group, one of the UK's largest IFAs. [... More]
- February 16, 2010
- SEI Selected By Fred Alger Management, Inc. To Provide SMA Outsourcing Solution
- SEI today announced that it has been selected by Fred Alger Management, Inc. to provide operations outsourcing services for the firm’s separately managed account (SMA) business. [... More]
- February 16, 2010
- SEI Ranked #1 For Best Mutual Fund Statement Reporting And Documentation Of Goals And Progress
- SEI announced today that it has been recognized by Dalbar’s 12th Annual Trends and Best Practices in Investor Statements report for having the best documentation of goals and progress. [... More]
- February 11, 2010
- SEI Quick Poll: Pension Sponsors Say Controlling Volatility, Improving Funded Status Top Priorities
- An SEI Quick Poll released today shows that pension plan sponsors say their number one priority for 2010 is finding a way to control funded status volatility. [... More]
- February 03, 2010
- SEI Research Highlights Gulf Between Expectations Of Wealth Managers And Their Clients
- SEI today released the first in a new series of special interest papers that look at the changing relationship between private clients and their wealth managers, entitled, 'Tackling Transparency.’ [... More]
- February 01, 2010
- SEI Selected By Faithshares Advisors To Provide Turnkey Solution To Support New Exchange Traded Funds
- SEI today announced that it has been selected by FaithShares Advisors LLC to provide a fully integrated, turnkey solution to support the firm’s faith-based exchange traded funds (ETFs). [... More]
- January 27, 2010
- SEI Reports Fourth-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for fourth-quarter 2009, reporting increases in revenues and net income attributable to SEI, and diluted earnings per share compared to fourth-quarter 2008. [... More]
- January 25, 2010
- SEI Survey: Investors' Continued Commitment To Hedge Funds Comes With Rising Expectations
- In the wake of the investment scandals, market dislocations, and regulatory scrutiny of the past year, transparency and liquidity risk have surpassed poor performance as the top concerns for institutional investors investing in hedge funds, according to a global survey report released today by SEI in collaboration with Greenwich Associates. [... More]
- January 21, 2010
- SEI To Announce Fourth-Quarter Earnings On Wednesday, January 27, 2010
- SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, Jan. 27, 2010, before the markets open. [... More]
- January 19, 2010
- SEI Extends Outsourcing Relationship With Causeway Funds
- SEI today announced that it has extended its relationship with Causeway Capital Management Trust to provide outsourcing services for the firm’s expanding family of international funds. [... More]
- January 14, 2010
- SEI Quick Poll: Advisors Set To Grow Business, Increase Client Contact And Improve Technology In 2010
- A majority of advisors and investors are optimistic for 2010 and more than half have reentered the markets, according to an SEI Quick Poll released today. [... More]
- January 07, 2010
- SEI’s Enhanced Bank Loan Outsourcing Services Deliver Integrated, Automated Loan Data And Middle-Office Processing
- SEI today announced that it is enhancing its bank loan operational outsourcing solution by leveraging new technologies that increase loan processing automation and incorporate in-depth independently-sourced data. [... More]
- January 06, 2010
- SEI Poll: Nonprofit Investment Committees Aim To Address Liquidity Needs And Fiduciary Roles In 2010
- An SEI Quick Poll released today shows that nonprofit foundations and endowments are concerned about liquidity, defining fiduciary roles, and protecting against potential inflation as they head into 2010. [... More]
- December 17, 2009
- Prins Bernhard Cultuurfonds Selects SEI As Fiduciary Manager
- Prins Bernhard Cultuurfonds (Cultuurfonds), a well known charitable foundation dedicated to supporting culture, heritage, and nature conservation in the Netherlands, and SEI, the leading global provider of Fiduciary Management, announced today that SEI has been appointed as Fiduciary Manager. [... More]
- December 16, 2009
- SEI Releases 2010 Update Of FAS 87 Disclosure Assumption Research For Pension Plan Sponsors
- According to an annual research study on Financial Accounting Standards No. 87 (FAS 87) released today by SEI, capital market and interest-rate volatility persisting throughout 2009 create a challenging environment for plan sponsors selecting Discount Rates and Return On Asset (ROA) assumptions for 2010. [... More]
- December 16, 2009
- SEI Targets Growth In Canada
- SEI today affirmed its strategic commitment to grow its Canadian operations with the appointment of five new team members to the Canadian Private Banks segment. [... More]
- December 15, 2009
- SEI Partners With RiskMetrics Group To Deliver Independent Risk Reports To Clients
- SEI today announced it is collaborating with long-standing partner RiskMetrics Group, a leading provider of risk management and corporate governance services to the global financial community, to provide its investment manager clients and their investors with in-depth, independent risk management and reporting services that will integrate directly into the company’s flexible Manager Dashboard tool. [... More]
- December 15, 2009
- SEI Declares $.09 Per Share Dividend And Increase In Stock Repurchase Program
- The Board of Directors of SEI Investments Company today declared a dividend of $.09 (nine cents) per share. [... More]
- December 14, 2009
- SEI Renews Relationships With Three Wealth Management Firms To Provide Wealth Processing Services
- SEI announced today that it has renewed multi-year agreements with three long-time clients to provide outsourced back-office investment accounting and processing services, as well as outsourced wealth management solutions. [... More]
- December 07, 2009
- SEI Survey: Investors Demand Greater Transparency, Communications From Private Equity Managers
- Institutional investors remain committed to private equity investing, but seek greater portfolio transparency and higher quality reporting from managers amid growing liquidity and performance concerns, according to a survey report released today by SEI. [... More]
- December 02, 2009
- SEI Advisor Network Survey Finds Fiduciary Standard Widely Supported And Understood
- According to a survey released today by SEI, a majority of brokers and advisors support and understand key elements of the fiduciary standard. [... More]
- December 01, 2009
- SEI Selected By Evercore Trust Company And Evercore Wealth Management To Provide Trust And Wealth Processing Services
- SEI announced today that it has entered into a multi-year agreement with Evercore Trust Company, to provide outsourced back-office investment accounting and processing services. [... More]
- November 30, 2009
- SEI Named Best Fund Administrator At Buy-Side Technology Awards 2009
- SEI today announced that it has won the award for Best Fund Administrator at the annual Buy-Side Technology Awards, held at the Lanesborough Hotel, in Mayfair, London. [... More]
- November 30, 2009
- Oh Canada! SEI Launches Canadian Focused Portfolios
- SEI today announced the launch of two new SEI Portfolios which will invest primarily in Canadian stocks and bonds with limited foreign investment. [... More]
- November 18, 2009
- SEI Global Poll: 3rd Annual Liability Driven Investing Poll Finds A Significant Increase In Adoption
- An SEI Global Quick Poll shows that the percentage of pensions employing a Liability Driven Investing strategy has nearly tripled over the past three years from 20 percent in 2007 to 54 percent in 2009. [... More]
- November 17, 2009
- SEI Advisor Network Paper Reveals New Set Of Emerging Risks Threatening Advisory Firms
- According to a whitepaper released by SEI, advisory firms face new vulnerabilities caused by a powerful combination of risks. [... More]
- November 12, 2009
- SEI Appoints Head Of Canadian Institutional Sales
- SEI today announced it has appointed Michael Chwalka as Head of Institutional Sales for SEI Investments Canada. [... More]
- November 10, 2009
- SEI’s Global Unconstrained Alpha Equity Fund Proves Its Worth In First Full Year
- Little more than a year after its launch, the SEI Global Unconstrained Alpha Equity Fund – the first of its kind in South Africa for offshore institutional investors – has become one the of the country’s most successful funds with its value already approaching US$300 million. [... More]
- November 09, 2009
- SEI ETF Series Outlines Manager Challenges, Opportunities In Rapidly Growing Space
- SEI recently released a two-part research series examining the ETF landscape to help managers understand the challenges and opportunities posed by this rapidly growing product. [... More]
- November 04, 2009
- SEI Advisor Network Launches Service Delivery Initiative To Help Advisors Answer Critical Service Needs
- Recognizing advisors’ critical need for enhanced client service in the current financial environment, SEI has increased its investment in advisor service technologies to the highest level in more than three years. [... More]
- November 03, 2009
- SEI Named Best Funds Of Hedge Funds Administrator At HFMWeek Service Provider Awards
- SEI today announced that it was named Best Funds of Hedge Funds Administrator in the 2009 HFMWeek US Service Provider Awards. [... More]
- October 29, 2009
- SEI Defined Benefit Client Wins Top Treasury Award
- SEI today announced that one of the company’s institutional clients – Diakon Lutheran Social Ministries – was recognized with an Alexander Hamilton Award at the 14th annual awards ceremony last night in New York City. [... More]
- October 28, 2009
- SEI Named To Deloitte's 2009 Greater Philadelphia Fast 50
- SEI today announced that it has been named to the 2009 Greater Philadelphia Fast 50, Deloitte’s ranking of the 50 fastest growing technology, life sciences, and cleantech companies in the Greater Philadelphia Region. [... More]
- October 22, 2009
- SEI Grows UK Global Wealth Services Offering With Key Appointments
- SEI has made two key appointments to its UK Global Wealth Services (GWS) team. [... More]
- October 21, 2009
- SEI Reports Third-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for third quarter 2009, reporting decreases in revenues and increases in net income attributable to SEI and diluted earnings per share compared to third quarter 2008. [... More]
- October 15, 2009
- SEI To Announce Third-Quarter Earnings On Wednesday, October 21, 2009
- SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 21, 2009, before the markets open. [... More]
- October 15, 2009
- SEI Appoints Director Of Client Service For SEI Netherlands
- SEI (NASDAQ: SEIC), the leading global provider of Fiduciary Management, has appointed Alexander van Aken as Director of Client Service for the Netherlands. [... More]
- October 15, 2009
- SEI Doubles Private Equity Outsourcing Business
- SEI today announced that the company’s private equity business has more than doubled in the past 18 months, as more firms adopt operational outsourcing to focus resources on core business functions. [... More]
- October 14, 2009
- SEI Defined Benefit Client Recognized With Leading Plan Design Award
- SEI today announced that one of the company’s institutional clients – Meda Pharmaceuticals – was recognized with the “Solutions Superstar” award by EmployersWeb. [... More]
- October 13, 2009
- SEI Signs Ten Collective Investment Trust Managers
- SEI today announced that it has signed ten new Collective Investment Trust (CIT) managers over the past eight months. [... More]
- September 09, 2009
- SEI Appoints Head Of UK And European Equities
- SEI has appointed Jason Collins as Head of UK and European equities. [... More]
- September 02, 2009
- SEI Extends Outsourcing Relationship With Edgewood Management
- SEI today announced that it has extended its relationship with Edgewood Management LLC to provide the firm with a complete investment operations outsourcing solution encompassing Edgewood’s investment products. [... More]
- August 25, 2009
- SEI Global Poll: Companies Taking Back Control Of Pension Finances In Wake Of Market Volatility
- An SEI Global Quick Poll released today shows that as companies attempt to regain control of pension finances there is a paradigm shift in the focus of resources. [... More]
- August 11, 2009
- SEI Roundtable Research: Financial Executives Look For Answers To Critical Pension Questions
- Ongoing investment volatility, asset losses, lower funded levels and increased focus on fiduciary obligation have created unprecedented difficulties for financial executives managing pension plans according to research released by SEI. [... More]
- August 10, 2009
- Leading Fiduciary Manager SEI Appointed By East Of England Co-operative Pension Schemes
- SEI, the leading global provider of Fiduciary Management, has announced their appointment to the East of England Co-operative Society’s two defined benefit pension schemes representing £78m of assets. [... More]
- July 22, 2009
- SEI Reports Second-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for second-quarter 2009, reporting decreases in revenues, net income attributable to SEI, and diluted earnings per share compared to second-quarter 2008. [... More]
- July 16, 2009
- SEI Will Discuss Second-Quarter Earnings on Wednesday, July 22, 2009 at 2:00 p.m. EDT
- The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents. [... More]
- July 14, 2009
- SEI Appointed As Fiduciary Manager For Jotun Paints Pension Scheme
- SEI, the leading global provider of Fiduciary Management, today announced that it has been appointed as Fiduciary Manager to the £14m Jotun Paints (Europe) Limited Pension Scheme. [... More]
- July 13, 2009
- SEI Further Expands Workflow Automation For Hedge Fund Outsourcing Services
- SEI today announced that it has enhanced the workflow processes and capabilities associated with its hedge fund outsourcing services to improve transparency, automation and controls, and operational risk reporting. [... More]
- July 07, 2009
- SEI Quick Poll: Nonprofits Focused On Investment Management Model And Defining Fiduciary Responsibilities
- An SEI Quick Poll released today shows that nonprofit foundations and endowments are thoroughly evaluating their overall investment management process in response to continued market volatility. [... More]
- June 16, 2009
- SEI Quick Poll: Healthcare Organizations Look To Integrate Investment Decisions With Overall Finances
- An SEI Quick Poll released today shows that increased scrutiny and subsequent changing expectations of credit agencies and other analysts have forced healthcare organizations to find more effective means of overall financial management. [... More]
- June 10, 2009
- SEI Launches Corporate Governance, Social And Environmental Engagement Service For UK And European Clients
- SEI, the first and largest global provider of Fiduciary Management services, today announced that it has strategically partnered with F&C Management Limited (F&C) to launch an engagement service for its Dublin registered equity funds. [... More]
- June 08, 2009
- SEI Advisor Network Reveals Cutting Expenses Is Last Resort For Restoring Advisor Firm Revenue
- A recent SEI survey of more than 200 independent financial advisors revealed that cutting expenses — especially by reducing staff — is a last resort for many advisors as they attempt to restore firm profitability. [... More]
- May 28, 2009
- SEI To Hold Investor Conference
- SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 3, 2009, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
- May 21, 2009
- SEI Declares $.08 Per Share Dividend
- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) today declared a dividend of $.08 (eight cents) per share. [... More]
- May 12, 2009
- SEI and Tenon Form a Strategic Partnership to Embrace Innovative Wealth Management Model
- With this new relationship, Tenon has made the strategic decision to transform the business model of its financial services division, enhance its existing advisory business and support a discretionary management offering. [... More]
- May 07, 2009
- SEI Quick Poll: Advisors Cite Outside Influences - Legislation, Industry Scandals - Among Biggest Threats to Firm Revenue
- In the poll entitled “How Are You Restoring Your Firm’s Revenue?” participants were asked to indicate what they felt to be the biggest threat to their efforts to restore firm revenue (other than market performance). [... More]
- May 04, 2009
- SEI Selected By Global X Management to Provide Turnkey Solution to Support Their Exchange Traded Funds
- SEI today announced that it has been selected by Global X Management Company to provide a fully integrated, turnkey solution to support the firm’s global exchange traded funds (ETFs). [... More]
- April 30, 2009
- SEI Thought Leadership Series Outlines Strategies, Opportunities For Competing In Multi-Trillion Dollar DCIO Market
- According to a four-part research series by SEI, with more than a trillion dollars in DCIO assets up for grabs over the next five years, managers with the strongest products, distribution strategies and sales support will be the ones that capture assets and maintain profit margins. [... More]
- April 30, 2009
- SEI Launches Solution Aimed at New UK IWA Business Model
- SEI has announced the launch of a new range of services in the UK, enabled by SEI’s Global Wealth Platform, and developed specifically for a new business model in the wealth management industry. [... More]
- April 23, 2009
- SEI Reports First-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for first-quarter 2009, reporting decreases in revenues, net income and earnings per share compared to first-quarter 2008. [... More]
- April 17, 2009
- SEI Will Discuss First-Quarter Earnings On Thursday, April 23, 2009 at 2:00 PM ET
- SEI, a leading global provider of outsourced asset management, investment processing and investment operations solutions, will conduct a conference call to review first-quarter earnings on Thursday, April 23, 2009 beginning at 2:00 PM ET. [... More]
- April 14, 2009
- SEI Expands Relationship With Geni Capital to Service Middle Eastern Product Offering
- SEI today announced that it will be expanding its outsourcing services for Geni Capital LLP ("Geni") to support Geni's partnership with AREIT Management Limited and the newly launched Geni GCC Commercial Real Estate Opportunities Fund. [... More]
- April 14, 2009
- SEI Chosen By Coast Capital Savings To Provide Investment Management Services
- SEI announced today that it has been selected by Coast Capital Savings, Canada's second largest credit union, to provide investment management services for their new investment offering. [... More]
- March 16, 2009
- $33 Million (24 Million Pound) Habitat UK Pension and Life Assurance Plan Appoints SEI For Fiduciary Management
- SEI, one of the largest fiduciary managers in the world, today announced that it has been appointed as fiduciary manager to the $33 million (£24 million) Habitat UK Pension and Life Assurance Plan (Habitat). [... More]
- March 05, 2009
- SEI Quick Poll: Higher Education Institutions Feel Investment Portfolios Impacting Credit Ratings
- An SEI Quick Poll released today shows that nearly all (97 percent) higher education institutions polled - public and private – feel that current financial metrics have put them at risk for a credit downgrade. [... More]
- March 02, 2009
- SEI Launches New Services For Wealth Managers to Address Challenges of Efficiency and Compliance
- SEI today announced the launch of a new set of services for UK wealth managers. [... More]
- February 25, 2009
- SEI Named to Global Outsourcing 100
- SEI today announced that it has been named to the 2009 Global Outsourcing 100™ by the International Association of Outsourcing Professionals (IAOP). [... More]
- February 17, 2009
- SEI South Africa Responds To Desire For Innovation With Launch Of Unique Fund Designed Specifically For South African Investors
- SEI Investments (South Africa) Limited, a subsidiary of SEI Investments Company, today announced that it has launched an innovative new fund, The SEI Global Unconstrained Alpha Equity Fund, the first of its kind to be launched in South Africa for offshore investors. [... More]
- February 12, 2009
- SEI Quick Poll: Pensions Significantly Impacting Corporate Finances, Re-evaluations Underway
- An SEI Global Quick Poll released today shows that an overwhelming majority of pension sponsors are re-evaluating their investment management as pension shortfalls have begun to significantly impact the overall business. [... More]
- February 04, 2009
- SEI's Institutional Nonprofit Business Experiences Global Growth in 2008
- SEI today announced that as part of its strong 2008 institutional sales, the company’s global nonprofit business continued to expand with the addition of new nonprofit clients in four different countries. [... More]
- February 02, 2009
- SEI Achieves Record Institutional Sales Growth By Adding $7.2 Billion In New Institutional Assets In 2008
- SEI today announced the company achieved record institutional sales growth in 2008 receiving commitments for $7.2 billion in new global institutional assets from 35 new clients. [... More]
- January 29, 2009
- SEI Reports Fourth-Quarter Revenues of $268.4 million, Net Income of $9.6 million
- SEI Investments Company today announced financial results for fourth-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to fourth-quarter 2007. [... More]
- January 26, 2009
- Commercial Bank of Kuwait Partners with SEI for Global Investment Management Solutions
- The Commercial Bank of Kuwait’s (CBK) newly formed Tijari Private Bank (TPB) announced a strategic partnership with SEI. [... More]
- January 26, 2009
- SEI and Greenwich Associates Survey: Hedge Fund Managers Should Expect Greater Scrutiny and Transparency Demands From Institutional Investors
- Hedge funds fulfilling performance expectations and embracing transparency will be those that retain and capture assets, according to a global survey report released today by SEI and Greenwich Associates. [... More]
- January 23, 2009
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 29, 2009 at 2:00 PM ET
- SEI (Nasdaq: SEIC) will conduct a conference call to review fourth-quarter earnings on Thursday, January 29, 2009 beginning at 2:00 PM ET. [... More]
- January 15, 2009
- SEI Selected By Montag and Caldwell To Provide Outsourcing Services For New UCITS Fund
- SEI today announced that it has been selected by US-based equity manager Montag & Caldwell to provide outsourcing services for the firm’s newly formed UCITS (Undertakings for Collective Investment in Transferable Securities) fund. [... More]
- January 07, 2009
- SEI Quick Poll: Advisor Resolutions Fixed on Growth, Not Just Survival, in 2009
Independent advisors remain positive about the potential for success in the coming year despite a challenging 2008, according to the most recent Quick Poll released by SEI.
[... More]
- December 18, 2008
- SEI Introduces New No Minimum, Reduced Custody Fee Pricing Model for Advisors
SEI today announced that the SEI Advisor Network, which serves more than 6,500 independent financial advisors, will eliminate account minimums and reduce custody fees to give more advisors more access to the SEI platform.
[... More]
- December 18, 2008
- SEI Releases 2009 Update of FAS 87 Disclosure Assumption Research for Pension Plan Sponsors
Despite current market conditions and returns for 2008, plan sponsors should not drastically adjust Return On Asset (ROA) assumptions for 2009, according to SEI's 2009 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
[... More]
- December 16, 2008
- SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
[... More]
- December 15, 2008
- SEI Quick Poll: Nonprofits Increase Interest in Global Investing Strategies
While nonprofit organizations are increasingly using global investment strategies, resource and execution challenges continue to make it difficult for investment committees to fully realize the advantage of the approach, according to a Quick Poll released today by SEI.
[... More]
- December 11, 2008
- SEI Launches New Tax-Loss Harvesting Solution to Help Advisors Minimize Clients' Taxes
To help advisors provide relief to clients in volatile markets and save money on their taxes, SEI today announced it has launched the Practice Level Realized and Unrealized Gain/Loss Report for SEI Mutual Fund Portfolios.
[... More]
- December 04, 2008
- SEI Survey: Optimistic Expectations for Exchange Traded Products Despite Market Volatility
- While Exchange Traded Products (ETPs) have experienced unprecedented growth over the past decade, there appears to be more growth on the horizon. [... More]
- November 19, 2008
- SEI Launches South Africa's First Offshore Multi Manager Shari’ah Funds for Institutional and Retail Investors
SEI has become the first global investment management firm to launch an offshore range of Shari’ah compliant (compliant with Islamic Law) investment funds for South African institutional and retail investors.
[... More]
- November 07, 2008
- SEI Quick Poll: Bank Wealth Managers Say Obama Administration Likely to Impact Clients' Finances
- According to a new Quick Poll conducted by SEI the day after Barack Obama's historic election to the Presidency, bank wealth managers say they expect their clients to be impacted by the incoming administration. [... More]
- October 23, 2008
- SEI Named One of the Best Places to Work by Philadelphia Business Journal
- SEI announced today it has been named one of the Best Places to Work by the Philadelphia Business Journal. [... More]
- October 22, 2008
- SEI Reports Third-Quarter Revenues Down 10%, Net Income Down 53%
SEI Investments Company announced financial results for third-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to third-quarter 2007.
[... More]
- October 16, 2008
- SEI Will Discuss Third-Quarter Earnings On Wednesday, October 22, 2008 at 2:00 PM ET
SEI will conduct a conference call to review third-quarter earnings on Wednesday, October 22, 2008 beginning at 2:00 PM ET.
[... More]
- September 23, 2008
- SEI Advisor Network Makes Statement with Launch of Goals-Based Client Reporting System
SEI announced the launch of the SEI Statement and Reporting Platform, distributing new reports to the clients of more than 1,000 of its independent financial advisor clients.
[... More]
- September 09, 2008
- SEI Chosen by Nicholas Investment Partners to Provide Turnkey Total Operations Outsourcing
Nicholas-Applegate founders leverage SEI's infrastructure to jumpstart new venture.
[... More]
- September 08, 2008
- SEI Partners with ANB Invest, a Subsidiary of Arab National Bank, for Global Investment Management Solutions
- SEI announced its strategic partnership with ANB Invest, a subsidiary of Arab National Bank, to deliver comprehensive investment management solutions to investors within Saudi Arabia. [... More]
- August 28, 2008
- SEI Global Quick Poll: Adoption of Liability Driven Investing (LDI) Strategies Doubles in Past Year
An SEI Global Quick Poll released today shows that liability driven investing (LDI) strategies are gaining significant traction in the pension space, as the number of plans implementing these strategies doubled between 2007 and 2008.
[... More]
- August 06, 2008
- SEI Advisor Quick Poll Reveals Opportunities, Demand for Ongoing Tax Management
- An SEI poll released today revealed that while tax management is a major concern for both investment advisors and their clients, the industry is divided on how to optimize it. [... More]
- July 30, 2008
- SEI Selected by Frost Investment Advisors to Provide Investment Operations Outsourcing
SEI announced that it has been selected by Frost Investment Advisors to provide full service fund operations outsourcing for its $1.7 billion mutual fund offering.
[... More]
- July 29, 2008
- SEI Quick Poll: Bank Wealth Managers Say Clients Are Confused About Goals
Wealthy clients planning for retirement don't know what they want or how much they need, according to a new Quick Poll conducted by SEI.
[... More]
- July 28, 2008
- SEI Announces Outsourcing Contract Renewal With CNI Charter Funds
SEI announced that CNI Charter Funds has renewed its contract with the company.
[... More]
- July 28, 2008
- SEI Expands Offering for Institutional Investors with Introduction of World-Screened Funds
SEI announced a broadening of its institutional investment solutions with the launch of the SEI Screened World Equity Ex-U.S. Fund.
[... More]
- July 18, 2008
- SEI Will Discuss Second-Quarter Earnings On Wednesday, July 23, 2008 at 2:00 PM ET
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 23, 2008 beginning at 2:00 PM ET.
[... More]
- July 10, 2008
- SEI Launches Suite of Target-Date Portfolios for Defined Contribution Plans
SEI today announced the launch of a suite of target-date portfolios for defined contribution (DC) plan sponsors.
[... More]
- July 01, 2008
- SEI Named One of Computerworld's Best Places to Work
SEI announced today it has been named one of the Best Places to Work in Information Technology (IT) by IDG's Computerworld, a leading source of technology news and information.
[... More]
- June 23, 2008
- SEI Says Asia Will Benefit from Shift to Advice-Centric Business Model
- At a presentation during the Fourth Annual Private Banking Asia 2008 Conference held recently in Singapore, SEI highlighted the fact that wealth management organizations in Asia are facing tremendous opportunities as the industry shifts from a product-oriented to advice-centric business model. [... More]
- June 12, 2008
- SEI Quick Poll: Advisors Won't Make Knee-Jerk Reactions to Client Portfolios in Tough Markets
- Although studies report investor confidence is down, SEI announced today that a survey of some of its most successful advisor clients revealed that most advisors will resist client urges to move assets. [... More]
- June 10, 2008
- SEI Publishes White Paper 'The Transformation of Wealth Management' -- Part 1
According to the latest white paper from SEI, current market dynamics present wealth management organizations with several challenges to growing revenues, minimizing costs and optimizing capital allocations.
[... More]
- June 03, 2008
- SEI Global Quick Poll: U.S. Pension Plans Willing to Trade Higher Returns for Less Volatility
An SEI Global Quick Poll released today reveals that risk avoidance and volatility are the top priorities for plan sponsors in the wake of the credit crisis and the ongoing turbulence in the capital markets.
[... More]
- May 30, 2008
- SEI to Hold Investor Conference
SEI Investments Company will hold a live webcast of its annual Investor Conference on Wednesday, June 4, 2008, 8:30 AM to approximately 1:00 PM (ET).
[... More]
- May 29, 2008
- SEI Adds $4.1 Billion in New Institutional Assets
SEI announced strong global institutional sales resulting in over $4.1 billion in new institutional assets under management and commitments from 16 new institutional clients through April.
[... More]
- May 20, 2008
- SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
[... More]
- May 19, 2008
- SEI Selected by Riverfront Investment Group to Provide SMA Outsourcing Solution
- SEI announced that it has been selected by the recently-established Riverfront Investment Group, LLC to provide operations outsourcing services for the firm's separate account business. [... More]
- May 15, 2008
- SEI Issues 'War For Talent' White Paper to Bank Wealth Managers
Quick poll series shows compensation not only factor in attracting talent.
[... More]
- May 14, 2008
- SEI White Paper: Collective Trust Product a 'Must' for Asset Managers in 401(K) Market
Collective investment trusts (CITs) are rapidly penetrating the defined-contribution retirement market and represent a "major business opportunity" for asset managers who can meet the requirements of this investment vehicle, concludes a white paper released by SEI.
[... More]
- April 22, 2008
- SEI Reports First-Quarter 2008 Results
- SEI Investments Company announced financial results for first-quarter 2008, reporting increases in revenues, and decreases in net income and earnings per share compared to first-quarter 2007. [... More]
- April 22, 2008
- SEI Investments Announces Increase in Stock Repurchase Program
- SEI Investments Company announced that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million. [... More]
- April 17, 2008
- SEI Will Discuss First-Quarter Earnings on Wednesday, April 23, 2008 at 10:00 AM EDT
- SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 23, 2008 beginning at 10:00 AM EDT. [... More]
- April 15, 2008
- SEI Launches Enhanced Integrated Managed Accounts Solution to the U.S. Bank Market
SEI announced that its Private Banking segment has introduced an enhanced integrated managed account solution to the U.S. banking market in response to emerging client needs and an industry moving towards integrated solutions.
[... More]
- April 14, 2008
- SEI Selected by Silver Creek Capital Management to Provide Fund Operations Outsourcing
SEI announced that it has been selected by Silver Creek Capital Management to provide operations outsourcing services for the firm's alternative investment funds.
[... More]
- April 07, 2008
- SEI Announces Distribution Agreement in Mainland China
SEI announced its initial expansion into mainland China through the establishment of an investment advisory agreement with its first client, Yinhua Fund Management Co., Limited (Yinhua) in Beijing, China.
[... More]
- March 25, 2008
- SEI Advisor Resource Center Opens for Business
SEI launches initiative to give advisors access to essential industry marketing materials and resources.
[... More]
- March 13, 2008
- SEI Quick Poll: Endowments Not Responding to Spending Pressures
While some colleges and universities face growing pressure to spend more of their endowment dollars, very few plan to actually change their spending patterns in the upcoming year according to a Quick Poll released by SEI.
[... More]
- March 03, 2008
- SEI Launches in the Middle East
Investors around the Middle East may now have access to the expertise offered by SEI following the opening of its office in the Dubai International Financial Centre (DIFC).
[... More]
- February 28, 2008
- 2007 Recap: SEI Adds 64 New Global Institutional Clients and $7 Billion in Assets
SEI announced strong 2007 global institutional sales resulting in commitments from 64 new institutional clients and $7 billion in new global institutional assets under management.
[... More]
- February 13, 2008
- SEI Launches Cash Management Solution for Advisors
SEI announced the launch of the SEI Cash Access Account, an integrated banking, lending and bill payment solution advisors can offer to their clients.
[... More]
- February 11, 2008
- SEI White Paper: Maturing Hedge Fund Industry Must Shift Gears to Grow Institutional Business
As hedge funds increasingly look to the institutional market for asset growth, they must equip themselves to fit the high expectations and conservative attitudes characterizing institutional investors, concludes a white paper released today by SEI.
[... More]
- February 04, 2008
- 2007 Recap: SEI Adds $680 Million in New Nonprofit Assets
SEI announced that as part of its strong 2007 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $680 million in new foundation and endowment assets under management.
[... More]
- February 01, 2008
- SEI to Provide Global Wealth Services for San Antonio-Based Frost
SEI announced that it will transition Frost, a subsidiary of Cullen/Frost Bankers, Inc., (NYSE: CFR) to SEI's innovative Global Wealth Services solution.
[... More]
- January 31, 2008
- SEI Reports 2007 Results
SEI announced financial results for 2007, reporting increases in revenues, net income and earnings per share compared to 2006.
[... More]
- January 25, 2008
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 31, 2008 at 2:00 PM ET
The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents.
[... More]
- January 24, 2008
- SEI Selected by Turner Investment Partners to Provide SMA Outsourcing Solution
SEI announced that it has been selected by Turner Investment Partners to provide operations outsourcing services for the firm's separately managed account business.
[... More]
- January 23, 2008
- SEI Selected By Graham Capital Management to Provide Operations Outsourcing for Hedge Fund Complex
SEI announced that it has been selected by Graham Capital Management, L.P. to provide operations outsourcing services for the firm's multi-billion dollar, multi-strategy hedge fund complex, which includes hedge funds, managed accounts and proprietary vehicles.
[... More]
- January 22, 2008
- SEI Introduces Private Client Models to Banking Market
In reaction to emerging client asset management needs, SEI's Private Client Models will provide a new type of asset-allocation model that integrates the principles of behavioral finance into the traditional modern portfolio asset allocation mix.
[... More]
- December 19, 2007
- SEI Releases 2008 Update of FAS 87 Disclosure Assumptions Research for Pension Plan Sponsors
Next year will require the implementation of compliance changes, new funding rules and continued accounting scrutiny, resulting in the need for plan sponsors to more diligently select discount rates and expected return on asset (ROA) assumptions, according to SEI's 2008 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
[... More]
- December 14, 2007
- SEI to Advisors: 2008 Is the Year to Communicate
With the holiday season upon us, being disciplined at work gets tougher every day. SEI, however, says now is the time for advisors to buckle down and focus on strengthening their businesses.
[... More]
- December 10, 2007
- SEI Declares $.07 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.07 (seven cents) per share.
[... More]
- December 05, 2007
- SEI Launches Interactive Proposal System to Make Advisor Business Growth Easier
SEI today announced the launch of its Proposal System, a robust solution that advisors can use to build proposals for prospective clients. The tool enables advisors to choose from proprietary SEI investment models based on the needs of each prospective client.
[... More]
- December 04, 2007
- SEI Quick Poll: Relationship Managers Say Compensation Matters, But Isn't Everything
According to a new Quick Poll from SEI, Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.
[... More]
- November 29, 2007
- SEI to Provide Wealth Processing and Operational Services for Massachusetts- Based Rockland Trust
SEI announced today that it has extended its multi-year agreement with Rockland Trust to assume operational responsibility for trust accounting, processing and other operational functions.
[... More]
- November 27, 2007
- SEI Selected by Johnson Bank of Wisconsin for Wealth Management Services
SEI announced today that Johnson Bank has renewed its multi-year agreement with the company and as part of the agreement, SEI will continue to have operational responsibility for trust accounting and processing and other operational functions to the bank.
[... More]
- November 12, 2007
- SEI Private Banking Holds Inaugural U.S. Asset Management Advisory Council Meeting
SEI recently concluded the inaugural meeting of its U.S. Asset Management Advisory Council, which was held October 2 - 3 at SEI's global headquarters in Oaks, Pa.
[... More]
- November 09, 2007
- SEI Will Discuss Third-Quarter 10Q on Monday, November 12, 2007 at 9:00 AM ET
SEI will conduct a conference call to review its third-quarter Form 10Q filing on Monday, November 12, 2007 beginning at 9:00 AM ET.
[... More]
- November 06, 2007
- SEI Defined Benefit Client Recognized With Top Treasury Award
SEI today announced that one of the company's institutional clients -- SAP America, Inc. -- was recognized with an Alexander Hamilton Award at the 12th annual awards ceremony last night in New York City.
[... More]
- November 05, 2007
- SEI Launches Distribution-Focused Strategies for Advisors to Fill Retirement Income Gap
- SEI today announced the launch of Distribution-Focused Strategies (DFS), a turnkey investment solution that enables advisors to provide clients with predictable, consistent distribution levels for retirement. [... More]
- November 01, 2007
- SEI Quick Poll: Nonprofits Want Increased Investments in Illiquid Classes, Challenged by Implementation
A Quick Poll released today by SEI reveals that while a growing number of nonprofits identify investing in illiquid asset classes as a priority, challenges remain around reaching desired allocation levels.
[... More]
- October 29, 2007
- SEI Exceeds $100 Billion in Alternative Assets Under Administration
SEI today announced that it reached a major milestone by exceeding the $100 billion mark in alternative investment assets under administration.
[... More]
- October 25, 2007
- SEI Reports Third-Quarter 2007 Results
SEI Investments Company today announced financial results for third-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
[... More]
- October 23, 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million.
[... More]
- October 23, 2007
- SEI Will Discuss Third-Quarter Earnings On Thursday, October 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review third-quarter earnings on Thursday, October 25, 2007 beginning at 2:00 PM EDT.
[... More]
- October 22, 2007
- SEI Launches Innovative New Funds Providing UK Defined Contribution (DC) Schemes With Improved Asset Allocation
SEI today unveiled the SEI Asset Allocation funds, a new DC fund range designed to make it easier for UK DC investors to make investment choices whilst being able to match their retirement goals and risk preferences.
[... More]
- October 18, 2007
- SEI Recommends Systematic Approach to Compliance Risk Assessment and Testing
According to an SEI white paper released today, improving compliance risk assessment and program testing should be top priorities for Chief Compliance Officers (CCOs).
[... More]
- October 09, 2007
- SEI Cautions That SEC Is Raising Expectations for Compliance Program
According to an SEI white paper released today, funds and investment advisers should be prepared for the SEC to raise the bar for compliance programs.
[... More]
- October 08, 2007
- SEI Private Banking Holds Asset Management Symposium for Bank Wealth Managers
SEI convened a U.S. Asset Management Symposium September 26 - 27 in Washington, D.C. for bank wealth managers.
[... More]
- September 19, 2007
- SEI Quick Poll: Healthcare Organizations Cite Investment Volatility and Expense as Drivers of Pension Decisions
- An SEI Quick Poll released today shows that in response to continued investment and expense volatility, healthcare organizations are in the process of making significant changes to their defined benefit (DB) plans. [... More]
- September 19, 2007
- SEI Advises Money Managers to Move Beyond Traditional Product-Centric View
According to an SEI white paper released today, money managers must shed an outdated "dueling products" mindset and adapt to an era in which investors, intermediaries, and distribution channels dictate product packaging.
[... More]
- September 17, 2007
- SEI Chosen by Eudaimonia Asset Management to Provide Turnkey Total Operations Outsourcing
SEI announced that it has been selected by Eudaimonia Asset Management to provide a turnkey outsourcing solution for their institutional separate accounts.
[... More]
- September 11, 2007
- SEI Partners with Aon to Offer E & O Insurance to Advisors
SEI today announced it has formed a strategic alliance with Aon's Affinity Insurance Services, Inc. (Affinity) to offer Errors & Omissions (E & O) Insurance to participants in its advisory market.
[... More]
- August 22, 2007
- SEI Announces Oak Associates Contract Renewal
SEI today announced that Oak Associates Ltd. has extended SEI's contract to provide fund accounting, administration and marketing support for the Oak Associates Funds.
[... More]
- August 09, 2007
- SEI Adds $450 Million in Nonprofit Institutional Assets in First Half of Year
- SEI today announced that the company received commitments from nine new nonprofit clients, adding $450 million in new foundation and endowment assets under management in the first half of 2007. [... More]
- August 06, 2007
- SEI Converts HSBC Private Bank (UK) to its Global Wealth Services Solution
SEI announced the successful launch of its Global Wealth Services solution through the conversion of its first external client, HSBC Private Bank (UK) (HSBC).
[... More]
- August 01, 2007
- SEI Quick Poll: Broker-Dealers See More Technology and Complexity in the Future
If they had an extra $100,000 to invest in their businesses, most broker-dealers would spend it on technology, reports a Quick Poll from SEI.
[... More]
- July 26, 2007
- SEI Unveils New Workflow and Document Management Tool for Private Equity Funds
SEI today announced that it has launched a new workflow and document management tool to enhance its private equity operations outsourcing services.
[... More]
- July 25, 2007
- SEI Reports Second-Quarter 2007 Results
SEI Investments Company today announced financial results for second-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
[... More]
- July 25, 2007
- SEI Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $75 million.
[... More]
- July 24, 2007
- SEI Will Discuss Second-Quarter Earnings on Wednesday, July 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 25, 2007 beginning at 2:00 PM EDT.
[... More]
- July 16, 2007
- SEI Joins DTCC's Managed Account Communication Service
SEI today announced that it is one of a small group of industry leaders participating in a pilot test of The Depository Trust & Clearing Corporation's (DTCC) Managed Accounts Service.
[... More]
- July 12, 2007
- SEI Private Banking Symposium: Transformation of Wealth Management Business Model Needed
SEI recently held its third annual Executive Symposium outside London.
[... More]
- July 10, 2007
- SEI Launches the First Shariah-Compliant Manager of Managers Equity Funds
SEI today announced the launch of the first dedicated Islamic Manager of Managers equity funds.
[... More]
- June 20, 2007
- SEI Adds $1.3 Billion in Healthcare Assets Under Management
- SEI today announced that it has added over $1.3 billion in new healthcare institutional assets under management and 12 new healthcare clients over the past 18 months including AtlantiCare Health System, Cooper University Hospital and St. Elizabeth Medical Center. [... More]
- June 19, 2007
- SEI Quick Poll: Bank Wealth Managers Say 'Performance' Not Biggest Differentiator
- SEI announced today results from an executive survey conducted at its recent Private Banking Asset Management Symposium. [... More]
- June 11, 2007
- SEI'S SMA Conversion Model Receives Fund Operations Efficiencies Award
SEI today announced that its conversion model for separately managed accounts (SMAs) was recognized as a winner in the SourceMedia Fund Operations Awards (Efficiencies/Streamlining category).
[... More]
- June 06, 2007
- SEI Global Quick Poll: US Implementation of Liability Driven Investing (LDI) Lags Behind Global Counterparts
An SEI Global Quick Poll released today reveals that while Liability Driven Investing (LDI) has received a lot of attention, only 20% of those pension plans polled are currently implementing LDI strategies and 33% are not even considering implementing an LDI approach.
[... More]
- June 04, 2007
- SEI To Hold Investor Conference
- SEI Investments Company will hold a live webcast of its annual Investor Conference on Thursday, June 7, 2007, 8:30 AM to 1:00 PM (EDT). [... More]
- May 23, 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
[... More]
- May 23, 2007
- SEI Declares $.14 per Share Dividend and Announces Two-for-One Split on Common Stock
SEI Investments Company today announced that its Board of Directors declared a cash dividend and approved a two-for-one split on SEI common stock.
[... More]
- May 22, 2007
- SEI Quick Poll: Pure Investment Returns Are Not the Key to Client Satisfaction
Clients want to know they're on their way to achieving their life goals, not just investment performance, says a survey conducted by SEI.
[... More]
- May 17, 2007
- SEI Quick Poll Examines Drivers in Attracting and Retaining Relationship Managers
SEI recently conducted a Private Banking Quick Poll to better understand the key drivers and impact of turnover among Relationship Managers (RMs) at wealth management organizations.
[... More]
- May 15, 2007
- SEI Quick Poll: Nonprofits Lack Strong Inflation Protected Investment Strategies Despite Stated Need
- A Quick Poll released today reveals that while virtually every nonprofit (95%) lists preservation of purchasing power as a key investing goal, less than half (47%) of those polled said their organization currently invests even 10 percent of its overall portfolio in inflation protected asset classes. [... More]
- May 14, 2007
- SEI Facilitates U.S. Bank's Aggressive Growth Strategy and Extends 25+ Year Relationship
SEI announced today that U.S. Bank has renewed its contract with SEI for its portfolio processing and accounting system.
[... More]
- May 08, 2007
- SEI Selected by Accessor Capital Management to Administer Accessor Funds
- SEI today announced that it has been selected by Accessor Capital Management to provide mutual fund administration, accounting, distribution and compliance services for the firm's Accessor Funds. [... More]
- May 02, 2007
- Investment Manager Opportunities Being Shaped by Public Policy Say Experts at SEI Conference
- The asset management industry can do more to play a proactive, forward-looking role in addressing the public policies that are dramatically reshaping the investment landscape, said legal and regulatory experts speaking at the SEI 2007 Executive Conference. [... More]
- May 02, 2007
- SEI Private Banking to Hold Asset Management Symposium For Bank Wealth Managers
SEI announced today that it will conduct its first Asset Management Symposium for bank wealth managers on May 9 and 10 at the Drake Hotel in Chicago, IL.
[... More]
- April 30, 2007
- SEI Conference: Opportunity for New Investment Products to Address Retirement Challenges
- The looming repercussions of low savings rates and the prospect of retirement shortfalls at both individual and institutional levels are challenging the asset management industry and sparking demand for a new generation of investment products, said industry experts addressing the 2007 SEI Executive Conference. [... More]
- April 30, 2007
- SEI Releases Insurance Premium Payment Program to Add Depth to Advisor-Client Relationships
SEI today announced it has launched Insurance Premium Payment Program (IP3), a program for advisors that enables clients to automatically deduct payments for insurance premiums through their asset management accounts.
[... More]
- April 25, 2007
- SEI Investments Reports First-Quarter 2007 Results
- SEI Investments Company announced financial results for first-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
[... More]
- April 23, 2007
- SEI Launches Defined Contribution (DC) Solution for Companies in United Kingdom
- SEI today announced the launch of the SEI DC Master Trust, an innovative Trust-based defined contribution solution designed specifically for United Kingdom-based companies. [... More]
- April 23, 2007
- SEI Will Discuss First-Quarter Earnings On Wednesday, April 25, 2007 at 2:00 PM EDT
- SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 25, 2007 beginning at 2:00 PM EDT.
[... More]
- April 18, 2007
- SEI Research Demonstrates How Balance Sheet Asset Pools Can Cause Risks to Credit Metrics for Healthcare Systems
Healthcare organizations using traditional risk/return asset allocation strategies to invest balance sheet assets are placing their credit ratings and overall debt capacities at significant risk according to SEI.
[... More]
- March 15, 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
[... More]
- March 15, 2007
- SEI Forum Reveals Advisors Looking Internally to Manage and Cultivate Growth
- Growth is both a blessing and a curse, said advisors at a recent forum hosted by SEI. [... More]
- March 06, 2007
- SEI Announces That Long Time Client AmeriServ Trust and Financial Services Company Renews Contract
- SEI announced today that AmeriServ Trust and Financial Services Company has renewed its contract with SEI for its portfolio processing and accounting system. [... More]
- March 06, 2007
- SEI Named to Global Outsourcing 100
SEI has been named to the Global Outsourcing 100 by the International Association of Outsourcing Professionals (IAOP).
[... More]
- February 26, 2007
- SEI and National Compliance Services Partner to Tackle Advisors' Regulatory Needs
- As part of its dedicated effort to deepen its relationships with advisors, SEI announced it has formed a strategic alliance with National Compliance Services (NCS), a compliance and regulatory services consulting firm based in Delray Beach, Florida. [... More]
- February 26, 2007
- SEI White Paper: Continued Regulatory Scrutiny Means Firms Must Raise Their Compliance Standards
Investment managers and mutual funds cannot afford to reduce their compliance focus despite the fact that there were a relatively limited number of major new regulatory or legislative initiatives launched in the past year, according to SEI.
[... More]
- February 21, 2007
- IAA/SEI Survey Finds Operational Complexity Is Driving Up Asset Managers' Technology Spending
Increasingly reliant on technology to operate in a complex business environment, 60% of asset management firms are planning to increase their technology spending in 2007, says a newly released survey.
[... More]
- February 20, 2007
- SEI Selected by Robeco Investment Management to Provide SMA Outsourcing Solution
- SEI today announced that it has been selected by Robeco Investment Management to provide an operations outsourcing solution for the firm's recently launched separate account business. [... More]
- February 20, 2007
- 2006 Recap: SEI Adds Eight New Multiemployer Plan Clients
- SEI today announced that as part of its strong 2006 global institutional sales the company received commitments from eight new multiemployer clients. [... More]
- February 07, 2007
- 2006 Recap: SEI Adds Nearly $1 Billion in New Nonprofit Assets
- SEI today announced that as part of its strong 2006 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $970 million in new foundation and endowment assets under management. [... More]
- February 05, 2007
- SEI Selected By Aberdeen to Serve As Mutual Fund Operations Outsourcing Partner
SEI announced that is has been selected by Aberdeen Asset Management Inc. to provide a turnkey operations or "umbrella trust" solution for its new U.S.-focused mutual fund offering.
[... More]
- February 01, 2007
- SEI Investments Reports Fourth-Quarter 2006 Results
- SEI Investments Company announced financial results for fourth-quarter 2006, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year. [... More]
- January 30, 2007
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, February 1, 2007 at 2:00 PM EST
- SEI will conduct a conference call to review fourth-quarter earnings on Thursday, February 1, 2007 beginning at 2:00 PM EST. [... More]
- January 30, 2007
- 2006 Recap: SEI Adds 65 New Global Institutional Clients and $5.8 Billion in Assets
SEI announced strong 2006 global institutional sales resulting in commitments from 65 new institutional clients and over $5.8 billion in new global institutional assets under management.
[... More]
- January 26, 2007
- SEI Survey Shows Communication at Root of Advisor-Client Relationship Demise
Advisors need to communicate more clearly to avoid straining or losing client relationships, says a survey by SEI.
[... More]
- January 25, 2007
- SEI Selected By Harris Investment Management To Provide SMA Outsourcing Solution
SEI announced that it has been selected by Harris Investment Management to provide operations outsourcing services for the firm's growing separate account business.
[... More]
- January 11, 2007
- SEI Selected by Rock Ridge Advisors to Service Hedge Fund Complex
SEI announced that it has been selected by Rock Ridge Advisors to provide a suite of operational outsourcing solutions for its hedge funds.
[... More]
- January 09, 2007
- SEI Poll: Plan Sponsors Feel Resources Are Not Aligned With New Post-Reform Priorities
A Quick Poll released today by SEI reveals that almost half of the participating plan sponsors feel that the new pension rules demand attention in areas where internal resources are not currently focused.
[... More]