Knowledge Partnership

Insights for Investment Managers

Part think-tank, part senior-level executive forum, the SEI Knowledge Partnership provides an ongoing stream of action-oriented business intelligence and insights to help investment managers:

  • Craft winning business strategies
  • Implement best practices
  • Act on emerging issues

You can browse our research below.

The SEI Knowledge Partnership is a service of the Investment Manager Services unit, an internal business unit of SEI Investments Company.

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    • 30 August 2011
    • 2011 SEI Global Private Equity Survey
    • 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]
    • 07 April 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]
    • 01 March 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]
    • 09 September 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]
    • 29 July 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]
    • 28 July 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]
    • 16 March 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]
    • 12 March 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]
    • 15 January 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]

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Latest Research: Institutional Hedge Fund Investing: A New Perspective on the Road Ahead