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.

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  • Jun
    27
    2014

    2014 Futurewealth Report Part 4: The advocacy impact

    The final paper of the 2014 series takes an in-depth look at what behaviours and circumstances would trigger Futurewealthy clients to refer friends and colleagues to their wealth manager. 

    [... More]

  • Jun
    24
    2014

    Where are Active ETFs Headed?

    While some still regard exchange traded funds (ETFs) as passive, beta-indexing tools for basic market exposure, the rise of active management in the ETF space may well be the industry’s next evolutionary step. [... More]

  • Jun
    4
    2014

    May 2014 Monthly Market Commentary

    Economic growth showed measured improvement globally, and inflation remained below target in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—saw government bond yields fall, while global equity markets were again positive. While not as robust early in 2014 as they were last year, we believe equities have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

  • May
    7
    2014

    April 2014 Monthly Market Commentary

    Economic growth remained mixed across the globe, and inflation was tame in most regions. Most major bond markets—U.S., U.K., Japan and the eurozone—experienced a modest decrease in government bond yields. Global equity markets showed impressive resilience and were again positive. Global equity markets have not been as robust early in 2014 as they were last year, but we believe they have held up quite well in the face of political tensions and emerging-market growth concerns. [... More]

  • May
    6
    2014

    2014 Futurewealth Report Part 3: Enhancing the customer service curriculum

    The third paper of the 2014 four-part series takes an in-depth look at what causes Futurewealthy clients to stick with their wealth manager for the long haul. 

    [... More]

  • Apr
    24
    2014

    Going Beyond DGFs

    DGFs are funds that invest across a range of asset classes and use tactical asset allocation to generate long term returns, but with bond-like volatility. Their appeal lies in their aims and qualities, which are superficially consonant with the growth strategy of defined benefit schemes. [... More]

  • Apr
    24
    2014

    CLOs, CDOs and the Search for High Yield

    Against a sterile investment landscape, the hunt for alternative sources of yield has become hugely challenging for pension trustees. There are certain asset classes which are often overlooked by pension schemes which, in certain forms, offer the potential to provide the strong, long term liability matching cash flows highly coveted by pension schemes. We examine the viability of Collateralised Debt Obligations (CDOs) and Collateralised Loan Obligations (CLOs).

    [... More]

  • Apr
    24
    2014

    A Solution for Capturing Growth?

    Fiduciary Management is becoming more widely used by Defined Benefit pension schemes. However, there remains a misconception amongst some Trustees that Fiduciary Management is synonymous with de-risking a pension plan, which may not be appropriate for certain schemes. SEI’s view is that Fiduciary Management should be customised to the needs and goals of each Trustee board. Many [... More]

  • Apr
    21
    2014

    Addressing Global Regulatory Challenges

    Today's economic and regulatory climate has placed a tremendous burden on investment managers to provide increased financial reporting and transparency to both regulators and investors. [... More]

  • Apr
    21
    2014

    Annual Market Commentary - March 2014

    For the twelve month period ending 31 March, global high-yield debt performed particularly well, while emerging-markets debt and global government bonds suffered declines. Despite recent volatility, especially within emerging markets, the MSCI AC World Index remains near an all-time high.

    [... More]

  • Apr
    8
    2014

    First Quarter 2014 Market Commentary

    Optimism continued in advanced economies, while emerging economies faced multiple challenges. Easing of inflation pressures around the world should keep global monetary policies accommodative. Global equities reached positive territory by quarter end, while fixed income gained as interest rates generally fell. [... More]

  • Mar
    26
    2014

    The 2014 Futurewealth Report Part 2: Upgrading the service delivery

    The second paper of the 2014 four-part series focuses on what defines a positive customer experience for Futurewealthy clients. [... More]

  • Mar
    25
    2014

    FATCA: What Managers Need to Know

    With the initial FATCA deadline approaching, managers may be underestimating the amount of time and resources they will need to fulfill the requirements. [... More]

  • Mar
    12
    2014

    Reaching the Retirement Market with a CIT

    Placing Collective Investment Trust (CIT) assets within Defined Contribution Plans is a rising trend that is expected to continue growing at a rate of about 13% to 18% per year. In this webinar, learn about the advantages of CITs and operational considerations for launching entering this market.

    [... More]

  • Mar
    7
    2014

    February 2014 Monthly Market Commentary

    Economic data remained mixed in the U.S., despite some positive forward-looking indicators. Ongoing strength was seen in the U.K. and Japan, along with pockets of both resilience and weakness in Europe. Global bond yields were generally steady in the month following a resetting of levels in January. Global equity markets strongly rebounded as investor optimism was particularly strong across European markets. With positive economic growth in Europe and solid earnings reports from U.S. companies, there is plenty of optimism that 2014 will be a decent year.

    [... More]

  • Feb
    18
    2014

    Client Service: What it Takes to Walk the Talk

    It’s a truism in our industry that the quality of client service is critical to investor satisfaction and to investment managers’ competitiveness.  How are today's managers measuring up?

    [... More]

  • Feb
    13
    2014

    Video: Bernanke Passes the Torch: A Change in Leadership but Probably Not Policy

    There is no question that Bernanke has made his mark, and key among them was his efforts to keep the U.S. economy afloat through three iterations of bond buying. There were also a variety of facilities crafted under his guidance to maintain market liquidity—the ease with which a holding can be bought or sold.—and keep the economy and financial markets working in an orderly fashion.

    [... More]

  • Feb
    7
    2014

    January 2014 Monthly Market Commentary

    The monetary policies of global central banks remain accommodative and are expected to continue as such, while global growth builds momentum. Concerns related to the U.S. Federal Reserve tapering of bond purchases, sustainability of corporate profits and Chinese output resulted in a pullback in global equities, while global fixed income gained. SEI does not believe the elements of a more serious equity bear market are in place. The most important drivers of stock-market performance in our framework are still flashing neutral-to-positive signals.

    [... More]

  • Feb
    4
    2014

    The 2014 Futurewealth Report Part 1: The quest for a valued relationship

    The first paper of the 2014 four-part series takes a close look at what attracts the Futurewealthy to their wealth manager.

    [... More]

  • Jan
    24
    2014

    2013 End-of-Year Commentary

    Our overall view is positive. We believe the U.S. economy will continue to grow at a slow but steady pace as long as politicians and central bankers don’t make any significant mistakes.

    [... More]

  • Jan
    21
    2014

    2013 Annual Market Commentary

    The generally positive sentiment that prevailed at the end of 2012 extended into January 2013. The last-minute (and much needed) passage of the U.S. fiscal cliff legislation on 1 January helped to maintain the encouraging tone. After an optimistic January, February’s mood was marred by the sequestration in the U.S., a disappointing election result in Italy and news of a credit rating downgrade of U.K. sovereign debt. March was dominated by events in the eurozone and Cyprus in particular. March finished on a positive note, as the U.S. Congress passed an extension to the nation’s debt ceiling with little fuss or brinksmanship.

    [... More]

  • Jan
    10
    2014

    Understanding AIFMD and Gaining a Passport to the European Market

    SEI, DMS Offshore Investment Services, Dillon Eustace and KPMG collaborated on this panel discussion to present insight, legal and tax considerations, and timeframes for AIFMD compliance.

    [... More]

  • Jan
    7
    2014

    Fourth Quarter 2013 Market Commentary

    Global central bank policies remained accommodative to close the year, even as the U.S. offered insight into a plan for reducing its economic stimulus efforts in the New Year. Led by developed markets, global equities experienced robust performance for the period, with positive results across all equity sectors. Rising yields kept global bond markets subdued. Government bonds lagged the rest of the fixed-income market.

    [... More]

  • Dec
    9
    2013

    7th Annual Global LDI Poll

    The Pension Management Research Panel conducted its 7th annual liability driven investing poll (LDI). It examines the extent to which pension strategies are implementing LDI.

    [... More]

  • Dec
    6
    2013

    November 2013 Monthly Market Commentary

    Accommodative monetary policies by most global central banks remain in place, with the European Central Bank taking additional steps to aid the eurozone’s recovery. Global fixed-income markets dipped, with emerging market debt retreating much more than investment-grade bonds.  Global equities generally gained, led by the traditional growth sectors of health care, information technology and consumer discretionary.

    [... More]

  • Nov
    7
    2013

    October 2013 Monthly Market Commentary

    Global central banks maintained accommodative monetary policies in an effort to stimulate economic growth. A temporary U.S. government shutdown did not derail the year-to-date rally in global equity markets. Global fixed-income and equity markets were positive for the month, with equity’s leadership supported by the rebound in emerging-market equities.

    [... More]

  • Nov
    6
    2013

    9 Key Considerations for European Managers Approaching the US Market

    With a hyper-competitive landscape and an investor-empowered marketplace, European investment managers may wish to consider being flexible and offering their strategies to US investors.  Here are some considerations to keep in mind...

    [... More]

  • Oct
    9
    2013

    Quarterly Market Commentary For the Three Months Ending 30 September 2013

    The quarter ended with the focus firmly on the U.S. and its upcoming fiscal negotiations.The global fixed-income and equity markets faltered in August, but gained for the quarter as a whole.

    [... More]

  • Sep
    10
    2013

    August 2013 Monthly Market Commentary

    The upcoming fiscal year-end and debt ceiling debate in the U.S., the possibility of military intervention in Syria and emerging-market woes overshadowed positive economic news this month. The recovery witnessed in the global fixed-income and equity markets in July faltered in August, with equities losing their edge. Global government bonds held up best, while emerging-market debt experienced a sharp selloff.

    [... More]

  • Sep
    9
    2013

    Key Course Adjustments for Breaking Through

    SEI's 2013 Private Equity survey explores how private managers can optimise their competitive advantage.

    [... More]

  • Sep
    3
    2013

    Risk Parity: The Concept

    Investors are typically counselled to diversify capital across asset classes in an effort to reduce risk. In light of this, it could be something of a surprise to learn just how concentrated a traditionally diversified portfolio may be in terms of its sources of risk.

    [... More]

  • Jul
    17
    2013

    The Evolution of Fiduciary Management

    [... More]

  • Jul
    15
    2013

    Update on the Alternative Investment Fund Managers Directive

    On 21 July 2011, the EU Alternative Investment Fund Managers Directive (“AIFMD”) came into force with the result that each EU Member State must transpose it into national law no later than 22 July 2013.

    [... More]

  • Jun
    11
    2013

    Private Fund Managers and the Retail Alternatives Phenomenon

    A new wave of growth in alternative investing is underway, only this time it is encompassing the mainstream.

    [... More]

  • May
    31
    2013

    Cleared Swaps for Fund Advisors

    As the swaps markets continue to evolve and adapt to the new regulatory changes brought about by The Dodd-Frank Act, end-users will be required to develop new practices and new strategies to address risks.

    [... More]

  • 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]

  • 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]

  • 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]

  • 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]

  • Mar
    25
    2013

    The UK Budget 2013

    [... More]

  • 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]

  • 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]

  • 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]

  • 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]

  • Jan
    28
    2013

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

    [... More]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • Nov
    15
    2012

    Investing for Growth

    [... More]

  • 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]

  • 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]

  • Oct
    10
    2012

    Managing Inflation

    [... More]

  • 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]

  • 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]

  • Apr
    23
    2012

    2012 SEI Executive Conference Summary

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

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • Oct
    11
    2011

    2011 Annual CFO Forum for Alternative Managers

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

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • 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]

  • Nov
    3
    2008

    The Benefits of Fiduciary Management

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

  • 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]

  • 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.

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  • 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.

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  • 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?

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  • Reinventing Buy-Side Infrastructure

    With unprecedented growth in the complexity and number of business and regulatory requirements affecting today’s asset managers, the sense of uncertainty facing the investment management industry makes long-term business forecasting incredibly difficult. [... More]

  • 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]

  • Large Independent Retailer Benefits From Fiduciary Management

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  • 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]

  • 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.

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