Knowledge Centre

The Knowledge Centre is your source for perspectives on industry challenges and opportunties affecting you and your clients.

Below are our five most recent Knowledge Centre materials. To view all materials, as well as filter by the markets we serve and by material type please visit our Knowledge Centre Archive.

    • 01 February 2012
    • Annual Market Update to 31 December 2011
    • Volatility persisted throughout the 12 months ending in December, as global equity and bond markets faltered in the wake of bad news; a continuation of the sovereign debt crisis in the eurozone, political turmoil in North Africa and the Middle East, an earthquake and tsunami in Japan and growing fears about the high level of U.S. debt. Events escalated during the latter part of the year and consequently, investors experienced a dramatic and highly volatile third quarter. However, the markets rallied again towards the end of the year. [... More]
    • 16 January 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]
    • 16 January 2012
    • Fourth Quarter 2011 Market Update
    • Stock and bond markets generally rallied in October, declined in November and were mixed in December. The quarter began on a strong note as reports that the eurozone was working on a plan to restructure the European banking sector and positive U.S. economic data releases helped to foster an optimistic mood. Troubles in the eurozone dominated the headlines for much of the period, but positive economic data releases from the U.S. helped ease investor fears. [... More]
    • 21 December 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]
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