Knowledge Centre

You'll turn to the Knowledge Centre again and again for credible, authoritative analysis, extending beyond the "what" to the "how."

The Knowledge Centre Archive allows you to filter materials by the markets we serve and by material type.

• May

  8

  2013

  April 2013 Monthly Market Commentary

  Japan hit the headlines by announcing dramatic quantitative easing initiatives. Global equity and fixed income markets both experienced gains, although equities maintained their edge. The appetite for risk continued within fixed income, favouring emerging market debt and high yield bonds.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• May

  2

  2013

  Futurewealth Report Part 4: The Digital Future of Client Relationships

  Futurewealthy clients like brands that deliver innovation as well as superior quality, experience and the personal touch. Firms that have embraced the multi-faceted nature of digital relationships today have created new opportunities to influence the Futurewealthy, according to the latest research.

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Partner,Audience:Press,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Categories:Private Banking.Managing Money,Categories:Private Banking.Managing Your Business,Content Types:White Paper
• Apr

  30

  2013

  Annual Market Commentary to 31 March 2013

  At this stage of the market cycle, we expect stock markets to rally on good economic news, even if bond prices react negatively. Of course, there is enough political and economic uncertainty in the world that it is difficult to make sweeping generalisations even within asset classes. We have been neutral on the bond/stock call in the short-term, but expect equities to be the better-performing asset over the next five-to-10 years.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  22

  2013

  Getting a Grasp on Actively Managed ETFs Before the Boom

  Many regard exchange-traded funds (ETFs) as purely passive, beta-indexing tools for basic market exposure. To date, this has been generally true, but...

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Apr

  10

  2013

  First Quarter 2013 Market Commentary

  After an optimistic January, the mood in February and March was more downcast. Global equity markets held up well amidst the bad news in the quarter and outperformed the fixed income market. Risk appetite was apparent in the global fixed income markets and high yield bonds performed well.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  3

  2013

  Waiting for Gilt Yields To Rise? Whitepaper Now Available

  Pension scheme trustees are all too aware that gilt yields are hovering at historic lows and forecasting when they will begin to rise again is very difficult. Predicting gilt yield movements is difficult. trustees need to determine a strategic and tactical position for their schemes that sits within the context of a Journey Plan focused on their long term goals.

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Content Types:White Paper
• Mar

  26

  2013

  6 Ways Hedge Funds Need to Adapt Now

  In SEI's sixth annual hedge fund survey, institutional investors and fund managers speak out on what it takes to succeed in a tough climate.  Hedge funds may be facing challenges, but investors still need them and want them in their portfolios.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Content Types:White Paper
• Mar

  6

  2013

  February 2013 Monthly Commentary

  After an optimistic January, the mood in February was more downcast. Major central banks remained accommodative in an effort to help stimulate growth. Global financial markets declined marginally. Risk appetite in fixed income markets continued to expand, while demand for risk within equities was more muted.

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  28

  2013

  Futurewealth Report Part 3: Helpful Investment Technologies

  The Futurewealthy are putting themselves at the forefront of the technology revolution. According to the findings in the third paper of the 4-part series, Helpful Investment Technologies, investment technology should not only be safe and practical, it should also be informative, intelligent, and state-of-the-art.

  [... More]
  Article Types:Featured,Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Categories:Private Banking.Managing Your Business,Content Types:White Paper
• Feb

  13

  2013

  January 2013 Monthly Commentary

  2012 ended on a positive note and this sentiment extended into and throughout January. Major central banks remained accommodative in an effort to help stimulate growth. Global equities experienced respectable gains for the month as investor sentiment remained buoyed, while global bonds declined marginally. Risk appetite in the financial markets was high in January.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  5

  2013

  SEI Knowledge Partnership: H2 2012 Industry Update

  The SEI Knowledge Partnership explores a traditional and alternative look at the second half of 2012

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:Presentation,Content Types:Video
• Feb

  5

  2013

  Remuneration Rules: What Should European Alternative Fund Managers Expect?

  SEI hosted a joint forum with AIMA in London which included legal and regulatory specialists providing an update on the issues of Remuneration Under the AIFMD.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Regulatory and Compliance,Content Types:Commentary
• Feb

  5

  2013

  2012 SEI Global Private Equity Report

  The private equity market is finally exhibiting some vital signs, several years after activity came to a virtual standstill when cheap credit evaporated amid the global financial crisis. Fund managers and investors alike are relieved to see unmistakable signs of a recovery.  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:Commentary,Content Types:White Paper
• Jan

  31

  2013

  2012 Annual Market Commentary

  For 2012 as a whole, global high yield debt and emerging market bonds performed best within the fixed income markets as gains in the “risk on” periods outweighed losses in the “risk off” ones. Global government bonds lagged notably in comparison. However, government bonds did remain somewhat in demand and consequently yields generally fell (while prices rose). European government bonds - especially Greek sovereigns - rallied in particular.

  SEI believes that 2013 will be characterised by improved global economic growth, less volatility in the European financial markets, and by a calming of the political waters in the U.S. and elsewhere.

  We favour equities over bonds, believing that current valuations on the global equity markets are reasonable, and that fixed income markets are at present much more expensive than equity markets.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jan

  28

  2013

  Retail Prices Index: ONS decision surprises; DB schemes should take stock

  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Content Types:White Paper
• Jan

  16

  2013

  Fourth Quarter Market Commentary

  Investor focus switched from the U.S. elections to the looming U.S. “fiscal cliff” and ongoing worries surrounding the fate of the eurozone. Major central banks once again remained accommodative in an effort to help stimulate growth. Global equities experienced respectable gains for the quarter as investor sentiment improved, while global bonds declined marginally. Equities outperformed fixed income securities for the period as a whole.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jan

  15

  2013

  Futurewealth Report Part 2: Stepping into the Communication Age

  According to the findings in the second paper of the 4-part Futurewealth series, Stepping into the communication age, individuals with more than US$4 million expect to be using a broad range of digital communications with their financial providers going forward.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Categories:Private Banking.Managing Your Business,Content Types:White Paper
• Jan

  2

  2013

  The Fiscal Cliff: A Deal of Sorts

  Despite the partial solution, we view the progress as a positive sign and (from an asset allocation perspective) plan to take a more aggressive, pro-cyclical stance in favor of equities as a result.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Dec

  13

  2012

  November 2012 Market Update

  Investor focus remained on the looming “fiscal cliff” in the U.S. and on ongoing worries surrounding the fate of the eurozone in November. Major central banks once again remained accommodative in an effort to help stimulate growth. 

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Dec

  4

  2012

  Seven Ways to Reinvention: Evolving and Enhancing the Funds of Hedge Funds Model

  While predictions of the fund of hedge funds (FoHFs) industry’s demise appear to be off the mark, the need for innovation is undeniable. Request our 20-page paper to find out more about the headwinds facing the FoHF industry, and where investor/consultant and manager responses diverge on key issues. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Dec

  3

  2012

  Top 10 Operational Risks

  Operational risk is a grave concern not only to investment management firms, but also to their clients, investors, regulators and trading partners.   We believe effective risk management is the foundation of operational excellence. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Commentary,Content Types:Video
• Nov

  27

  2012

  Futurewealth Report Part 1: The Digital World of the Futurewealthy

  The ongoing Futurewealth Project undertaken by Scorpio Partnership and co-sponsored by SEI — a long-term initiative that began in 2009 — is designed to uncover the attitudes and aspirations of wealth creators around the world. According to the findings revealed in the first paper, The Digital World of the Futurewealthy, the world's wealthy appreciate the value of innovation in wealth management and are users of the latest technology. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:White Paper
• Nov

  27

  2012

  Fiscal Cliff--We May Not Dive Off, But We're Not Climbing Either

  In the U.S., a series of large spending cuts and tax increases collectively referred to as the “fiscal cliff,” are set to kick in on 1 January 2013. If they do, they could tip the U.S. economy into recession. SEI believes U.S. legislators will find a way to avoid the worst-case scenario, possibly delaying automatic actions in order to give politicians more time to negotiate a compromise.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  19

  2012

  Noise, News and Investment Strategy

  The headline news is currently filled with an overwhelming volume of scary, negative stories. Investment professionals often refer to this as “noise.” Rather than providing insight or direction, the net effect is often to simply cause investors to want to take action. Understanding the news behind the noise is the key to making intelligent investment decisions that match your investment objectives regardless of the current environment.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  16

  2012

  Liability Driven Investing: The 6th Annual Global LDI Poll

  Stricter funding requirements, volatile capital markets and fluctuating pension liabilities over the past few years have led global corporate pension sponsors to consider implementing libility driven investing (LDI) strategies. For the sixth consecutive year, the Pension Management Research Panel conducted its annual global LDI poll examining how perceptions, implementation, and use of LDI has changed through the years. Download the results. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Nov

  12

  2012

  U.S. Election Results: Similar Configuration, Same Challenges

  After a long, gruelling and occasionally bitter campaign, Election Day in the U.S. has finally come and gone. President Obama won re-election, the Democratic Party added marginally to its majority in the Senate, and the Republican Party retained control of the House of Representatives. The immediate political challenges facing the country - most notably the “fiscal cliff,” a package of federal tax hikes and spending cuts scheduled to occur early in 2013 - have been apparent for over a year. The divided government must address long-term budget concerns without derailing a multi-year but still-fragile economic recovery. How effectively the President and current or subsequent Congress deal with these challenges remains to be seen. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Nov

  8

  2012

  October 2012 Monthly Commentary

  The focus remained on Europe, the upcoming U.S. elections and slowing growth in China in October. Leading central banks remained accommodative in October as part of continued efforts to help stimulate global growth. Global equities and bonds both experienced losses in the month, with fixed income performing marginally better as investor sentiment waned. Within fixed interest, emerging market debt and high yield bonds did best. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Oct

  19

  2012

  Webinar: Cross Border Distribution

  Industry experts discuss the critical issues alternative investment managers face in distributing their products outside their home countries. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:Video
• Oct

  12

  2012

  Third Quarter 2012 Market Update

  The financial markets were once again dominated by events in Europe and concerns about the global economic outlook, but central bank actions helped to bolster investor sentiment. Market activity and trading volumes slowed at mid-quarter due to the summer holidays, pushing volatility to lows unseen for several years. Global equities and bonds both experienced gains in the quarter, with equities pulling ahead as riskier assets returned to favour. Within fixed income, emerging market debt and high-yield bonds did best. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Sep

  19

  2012

  August 2012 Market Update

  Summer holidays ensured a quiet August as market activity and trading volumes slowed. Volatility dipped to levels unseen for several years, as investors waited for politicians and central bankers to return to work in September and provide a better steer on how the global economy and troubles in the eurozone will develop. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Aug

  16

  2012

  July 2012 Market Update

  A degree of calm returned to the financial markets, but disappointing economic data releases ensured a subdued mood for much of July. Reassurance from the European Central Bank that they were committed to do "whatever it takes" helped buoy sentiment at month end. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Aug

  15

  2012

  International Home Furnishings Retailer Embraces Fiduciary Management

  With SEI's help, the Trustees for an international home furnishings retailer have a more holistic view of the key component of the strategy, the scheme’s funding position, and a better understanding of the interplay between the scheme’s assets and liabilities. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Jul

  26

  2012

  Second Quarter 2012 Market Update

  Optimism turned sour in April and reached panic levels in May when concerns about economic and political problems in the eurozone resurfaced with a vengeance. Events surrounding the French and Greek elections led to increased uncertainty, as did the deepening eurozone debt crisis when troubles in Spain and Italy hit the headlines. Economic data released during this time painted an uncertain picture and seemed to indicate a pause in global economic growth. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jul

  25

  2012

  Analysing the Complexities of Bank Debt Investments: Operational, Legal & Accounting Best Practices

  SEI partnered with HFMWeek to host a best practice panel on bank debt investments. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Partner,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Infrastructure and Operations,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:Video
• Apr

  23

  2012

  2012 SEI Executive Conference Summary

  Key insights and guidance from the 2012 SEI Executive Conference. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Infrastructure and Operations,Categories:IMS.Regulatory and Compliance,Content Types:White Paper
• Feb

  23

  2012

  2012 SEI Global Hedge Fund Survey

  SEI's fifth annual survey of institutional hedge fund investors focuses on hedge fund allocations, objectives, performance, vehicle and strategy preferences. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Feb

  8

  2012

  SEI Research: The Top Challenges and Priorities for Pension Scheme Trustees in 2012

  The Top Challenges and Priorities for Pension Fund Trustees in 2012  [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Jan

  27

  2012

  Regulated Alternatives: The New Conventional

  The evolution of investment philosophies and strategies is causing previously distinct investor segments and products to converge.  The trend of packaging alternative investment strategies within mutual funds and UCITS continues unabated, with new products being introduced regularly and asset flows gaining momentum. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Jan

  16

  2012

  The Future Wealth Report: A Client Revolution

  As part of SEI's commitment to delivering solutions that are both relevant and innovative, today and tomorrow, we are proud to be a partner on the Futurewealth Project. This project is creating a very unique body of empirical research on the global high-net-worth individual investor market. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Press,Audience:Prospect,Categories:Private Banking
• Jan

  9

  2012

  5th Annual Liability Driven Investing (LDI) Poll: More Scheme Sponsors Using LDI than in Years Past

  The Pension Management Research Panel recently conducted the 5th Annual Global Quick Poll on liability driven investing (LDI). The poll was completed by 100 pension executives from the United States, Canada, the United Kingdom, and Netherlands. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Dec

  21

  2011

  Demystifying De-risking

  Back in July 2011, the FTSE 100 index pushed through the 6000 barrier but by early October had dropped substantially, at one point to 4944. UK Bond yields peaked at 4.39% in February 2009 yet at the end of October 2011 stood at 2.68%1. Many UK pension funds must be wishing they had ‘locked in’ to these rates at the right time and protected their funding levels.But how many have a mechanism in place to identify and quickly exploit such opportunities? Funding volatility is high and chances to capitalise on upside and mitigate downside scenarios are missed at Trustees’ peril. It is against this backdrop that de-risking has become a much discussed investment strategy in the pension world. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Dec

  21

  2011

  Tail-risk, Market Turbulence and Surviving the Perfect Storm

  For pension scheme trustees and sponsors the global economic turmoil of the past few years has placed risk management firmly in the spotlight. Drawing on this theme, this edition of SEI Perspectives examines one of the most currently talked about subjects, tail-risk. We explore its background and causes, its potential impact on pension schemes, and the options available to hedge against it. Furthermore, we explain why in our view, hybrid options could offer the most sensible form of tail-risk mitigation. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Dec

  7

  2011

  The Generation Gap

  Centered around the findings of the SEI Family Wealth and Succession Survey conducted in June 2011, The Generation Gap elucidates the issues many wealthy families face when mapping out their succession plans. Affluent family heads face a multitude of challenges inherent in effectively passing wealth to the next generation. Knowing how other families handle these issues can help you make better decisions when the time comes to decide your own legacy plan. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Content Types:Commentary
• Oct

  11

  2011

  2011 Annual CFO Forum for Alternative Managers

  Insights from SEI's Annual CFO Forum for Alternative Managers. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Infrastructure and Operations,Categories:IMS.Regulatory and Compliance,Content Types:Quick Poll,Content Types:White Paper
• Jun

  20

  2011

  U.K. Government Debt Downgrade: Would it Matter to Investors?

  In recent weeks, major credit rating agencies have expressed renewed concern over the financial outlook for the U.K., perhaps eventually losing its AAA rating. What are the implications for investors? [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Jun

  1

  2011

  Institutional Hedge Fund Investing Comes of Age: A New Perspective on the Road Ahead

  SEI's white paper on insights from our fourth annual survey of institutional investors highlighting their concerns, challenges and expectations. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Apr

  7

  2011

  Investment Managers Optimistic But Remain Focused on Increasing Efficiency

  A recent SEI poll of approximately 60 senior investment management operations, distribution, and investment professionals revealed that investment managers felt overwhelmingly optimistic (88%) about their business prospects. They also identified their most daunting challenges, including new regulatory requirements. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:Commentary
• Mar

  29

  2011

  Video: SEI Fiduciary Management: An Integrated Approach to Pension Funding Goals

  Pension Scheme Management has become more complex, with increased regulatory burden on pension Trustees and increased financial impact on plan sponsors. Decision making is cited as a major reason for failing to achieve success. This video explores the benefits of SEI's Fiduciary Management model. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Content Types:Commentary,Content Types:Video
• Mar

  25

  2011

  The Futurewealth Report: The Essence of Success

  SEI has joined the Future Wealth project, dedicated to empirical research on the global high-net-worth individual investor market. The Future Wealth Report captures insight from 1,800 high-net-worth (HNW) individuals who are on the fast track to generating wealth, and identifies what it takes to be financially successful. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Content Types:Commentary
• Mar

  21

  2011

  Fiduciary Management Brings Tangible Benefits to European Pension Fund

  How Fiduciary Management can bring tangible benefits displayed in a case study of a European Pension Fund. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Mar

  16

  2011

  Japan: Too Early to Tell

  Japan, the third-largest economy in the world, has endured earthquakes, a tsunami and multiple nuclear reactor failures. The long-term downstream consequences will not be clear for quite some time. Gross domestic product (GDP) will be negatively impacted in the short term, but rebuilding should help economic activity rebound. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Mar

  15

  2011

  UK Pension Schemes Challenged with Managing Risk within the Portfolio

  The Pension Management Research Panel recently conducted a Quick Poll of pension trustees or internal pension/finance employees from 32 different organisations within the United Kingdom. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Mar

  15

  2011

  Poll Results: Top Priorities for UK Pension Scheme Sponsors in 2011

  The Pension Management Research Panel conducted a Quick Poll asking executives to identify their organisation's top pension priorities for the year. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Mar

  3

  2011

  Video: Institutional Outlook for 2011

  SEI experts review the key points from 2010 and discuss the conditions in the UK and European economies, as well as SEI's view on the emerging markets, in an Economic Outlook for 2011. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Content Types:Commentary,Content Types:Video
• Mar

  1

  2011

  Are You Prepared for the Long Reach of Uncle Sam?

  For several years, non-U.S. investment advisers have been able to avoid registration with the U.S. Securities and Exchange Commission (SEC) by relying on an exemption under the Investment Advisers Act of 1940 (Advisers Act) that applied to advisers with fewer than 15 clients in the preceding 12 months who did not publicly hold themselves out in the U.S. as an investment adviser. In lieu of this broad “private adviser” exemption, the SEC has proposed rules aimed at implementing Title IV of the Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd-Frank Act), which would result in a significantly narrower basis for exemption from registration under the Advisers Act.  Find out key considerations and a roadmap to adviser registration with the SEC. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:White Paper
• Feb

  28

  2011

  It’s All About the Oil: A View of Events in Libya

  The ousting of Tunisia’s President Zine al-Abidine Ben Ali on January 14 was the first domino to fall in a series of uprisings in Africa and the Middle East. The protests were largely a sideshow for the financial markets…until Libya exploded. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  24

  2011

  Roundtable Update: Effective Support Through Fiduciary Management

  SEI, the first and largest global Fiduciary Manager, hosted a roundtable with Pitmans Trustee Services; 'Effective support through Fiduciary Management'. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Feb

  10

  2011

  Oil, Water, Food and Money: A Macro View of Political Tensions

  Ongoing political turmoil in Egypt led to the temporary closure of that country’s stock market and banking system and sparked a short-term flight-to-quality move in the bond markets reminiscent of the eurozone crisis. Regional unrest has raised questions about the implications for the global economy and financial markets. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Dec

  1

  2010

  4th Annual LDI Poll: LDI is a Critical Part of Pension Risk Management

  The Pension Management Research Panel conducted the 4th Annual Global Quick Poll on LDI. The aim of the poll and this summary is to examine how feelings around LDI strategies have changed over the past four years. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Sep

  14

  2010

  Fiduciary Management Perspective September 2010: RPI - RIP?

  SEI's Charles Marandu, FIA CFA, highlights potential policy changes and how they might affect pension schemes. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:Commentary,Content Types:White Paper
• Sep

  9

  2010

  Exotic to Mainstream

  The financial crisis caused investors to reconsider several fundamental investment tenets – with some even questioning the legitimacy of modern portfolio theory and its diversification underpinning. Nonetheless, respected investment strategists have concluded that diversification remains a valid approach, although it has become more difficult to achieve and warrants incorporation of a broader set of risk exposures and asset classes, both long and short, in investor portfolios. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Jul

  30

  2010

  European Bank Stress Test Results and SEI’s Funds

  Confidence in the European banking system was buoyed by largely positive stress test results published on 23 July, although the initial market reaction was somewhat subdued. Most broad indices made marginal gains on the first day of trading, and prices for European Financials and peripheral government bonds also rose after the results were posted. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary
• Jul

  29

  2010

  The Era of the Investor

  What are institutional investors' thoughts on hedge fund investing?  How do investors view their hedge fund investments after having a year to reflect on their performance and liquidity (or lack thereof), not to mention the Madoff scandal? [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:Commentary,Content Types:White Paper
• Jul

  28

  2010

  What are Institutional Investors Saying About Private Equity?

  SEI Knowledge Partnership's research report, "Private Equity Investors – Committed Yet Concerned," provides valuable information for private equity managers about institutional investors’ current behaviors, motivations, and concerns.
  [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:Commentary,Content Types:White Paper
• May

  7

  2010

  An Update on the Greek Sovereign Debt Crisis

  In the past few weeks, concerns about whether or not Greece will default on payments related to its sovereign debt have reached a fever pitch. Investors are increasingly worried that other nations with heavy amounts of debt versus their gross domestic products (GDP) will soon face the same troubles.  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Apr

  5

  2010

  Roundtable Update: Fiduciary Management - Focus on Funding

  SEI hosted a roundtable; "Time to focus on funding - using Fiduciary Management to help control funding levels." The event provided a unique opportunity to understand and discuss Fiduciary Management with first hand experiences and opinions. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary
• Mar

  30

  2010

  Commentary: Outlook on Global Sovereign Debt

  Fears about sovereign debt have escalated in recent months, as the global recession has forced governments to run massive deficits. Media attention has led to speculation about possible sovereign debt defaults and raised questions about the viability of investing in sovereign debt securities issued by developed nations. Download our five-page commentary. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Content Types:Commentary
• Mar

  23

  2010

  Fiduciary Management Perspectives: The Outlook for UK Gilts

  Charles Marandu FIA, CFA discusses the current status of the UK gilt market, what the future holds, and what actions to take. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Mar

  16

  2010

  Alternative Investment CFO Forum Executive Summary

  In the Fall of 2009, the SEI Knowledge Partnership gathered top alternative investment researchers and executives to review the alternative investment management landscape and regulatory environment. The key insights from the Forum are detailed in this executive summary. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Regulatory and Compliance,Content Types:White Paper
• Mar

  2

  2010

  CFO Summary: The Implications of the FASB Pension Disclosure Guidelines

  Financial executives overseeing pension plans were thrown yet another challenge in plan management. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Content Types:White Paper
• Jan

  27

  2010

  Commentary: Regulation and Recovery: A Volatile Mix

  Many factors are in play right now as the markets try to find their footing. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Mar

  12

  2009

  Hedge Fund Regulatory Update: The Regulatory Wagons are Circling

  Regulators around the globe are circling the wagons. Some form of hedge fund and hedge fund advisor regulation appears inevitable in most major jurisdictions. This web seminar replay examines the current regulatory climate facing alternative investments. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:Video
• Jan

  15

  2009

  Hedge Funds Under the Microscope

  Developed by SEI and Greenwich Associates, this report uncovers institutional investor attitudes and concerns regarding the hedge fund market. Global institutional investors were interviewed in September 2008, and again in November, providing managers with a current snapshot of investor reaction during these difficult times.  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Content Types:White Paper
• Dec

  10

  2008

  Commentary: A Brief History of US Economic Crises: 1929 - Present

  While no two economic crises have been alike, one factor that they share is that they have all ultimately ushered in a new age of economic growth and prosperity of varying length—hopefully with many lessons learned. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary
• Nov

  3

  2008

  The Benefits of Fiduciary Management

  Fiduciary management is a solution to dynamic investment whose hour has surely come. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Employee,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:Quick Poll,Content Types:White Paper
• Oct

  27

  2008

  Commentary: Presidential Elections and the Stock Market

  As volatile as the markets and economy have been, investors wonder what a victory for either candidate might mean to them financially. While that is nearly impossible to predict with any sense of certainty, history can tell us a great deal about how the equity markets have reacted post election. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary
• Dec

  15

  2007

  Five Critical Challenges for Hedge Funds

  To help hedge fund managers understand the competitive requirements of the institutional landscape, SEI analyzed industry trends and sponsored a survey of more than 100 institutional investors. Our comprehensive review of the hedge fund industry gives you the insights you won’t find anywhere else.

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• ETPs: A Look Ahead

  Exchange Traded Products (ETPs) have experienced phenomenal growth by almost every measure.  Are there still opportunities for newcomers on this increasingly crowded playing field?

  [... More]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:Video,Content Types:White Paper
• Making Risk Assessments More Effective

  These days, systematic, formal risk assessment and related testing of compliance risk areas is a must-have to design and monitor effective compliance programs and to satisfy the SEC. An SEI Web seminar offered some guidelines and interpretation from regulatory experts.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper
• Fiduciary Management vs. Implemented Consulting - SEI Debates the Pros and Cons

  SEI debates the pros and cons of the pooled fund and segregated account approaches. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:White Paper
• Practical Considerations for Managers Launching Long-Short Strategies

  As investors continue to search for higher risk-adjusted returns and investment managers continue their quest to generate alpha, long-short strategies have seen significant asset growth.  This strategy brief explains long/short funds and some of the operational issues which a manager should note when opening a long/short strategy as compared to long only strategy. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• Large Independent Retailer Benefits From Fiduciary Management

  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Content Types:White Paper
• What is Fiduciary Management?

  Fiduciary Management can be defined as a pension management solution which focuses on achieving the long term goals of a pension fund within a defined risk management framework by providing both day-to-day investment management and advisory services. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Employee,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:Quick Poll,Content Types:White Paper
• Top 7 Compliance Issues

  The SEC has put a number of changes before investment advisors and more mandates and challenges lie ahead.  An SEI Web seminar offered guidance on priority issues.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper