Read about Innovative thinking on Goals Based Investing from Industry Experts:

Nick Murray’s article, ‘The Fatal Disconnect’ (April, 2006) – 2 pages, 109 KB PDF

Bob Veres’ article on SEI’s Goals-Based approach (March, 2005) – 4 pages, 183 KB PDF

Dan Nevins’ article on Building Goals Based Investment Strategies (March, 2004) – 19 pages, 773 KB PDF

Here are several examples of the type of reasearch that SEI has conducted.

2006

Introduction to U.S. Private Real Estate (July 7, 2006) – 6 pages, 168 KB PDF

Big, Bad Oil (May 15, 2006) – 4 pages, 38 KB PDF

Same Stocks, Different Alpha Sources (April 19, 2006) – 7 pages, 59 KB PDF

All That Glitters… (March 20, 2006) – 4 pages, 62 KB PDF

Cash May Be King, But It’s No Fortune Teller (February 15, 2006) – 4 pages, 48 KB

The Goldilocks Approach to Risk Management (February 1, 2006) – 5 pages, 42 KB PDF

Benchmark Currency Exposures in International Bond Mandates (January 17, 2006) – 5 pages, 63 KB PDF

2005

Oil Prices and the “R” Word (October 4, 2005) – 6 pages, 51 KB PDF

Oil and Inflation: Then and Now (September 7, 2005) – 7 pages, 128 KB PDF

Peer Group Analysis and Survival: Buyer Beware (August 24, 2005) – 5 pages, 56 KB PDF

Good News and Old News for Emerging Market Debt (July 22, 2005) – 4 pages, 54 KB PDF

Exploiting Behavioral Biases to Add Value (July 1, 2005) – 3 pages, 54 KB PDF

Caution – Uneven Pavement Ahead (April 28, 2005) – 3 pages, 49 KB PDF

A Benchmark Construction’s Effect on Active Management (February 2, 2005) – 3 pages, 46 KB PDF

2004

Building Style-Diverse Portfolios in the European Market (August 25, 2004) – 5 pages, 57 KB

Differentiating Between ‘Style Drift’ and ‘Bottom-Up’ Style Management: Market Cap Changes (August 18, 2004) – 1 page, 39 KB PDF

EME: Risk of a One Stock Wonder (July 28, 2004) – 2 pages, 42 KB PDF

Does International Diversification Still Make Sense? (July 21, 2004) – 3 pages, 46 KB PDF

Building Goals-based Investment Strategies (March, 2004) – 19 pages, 771 KB PDF