KNOWLEDGE CENTER

You’ll turn to the Knowledge Center again and again for credible, authoritative analysis, extending beyond the “what” to the “how.”

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

 

Filter By:

  • Jul
    23
    2014

    Midyear 2014 Economic Review

    Jim Solloway, Managing Director and Portfolio Manager in SEI’s Investment Management Unit, provides a midyear update to share SEI's views on the current capital markets environment. [... More]

  • Jul
    17
    2014

    Video: Q2 2014 Global Economic Market Review

    Kevin Barr, Head of SEI’s Investment Management Unit, gives a quarterly update on the global financial markets and how they impact our strategies. The review touches on the MSCI All Country World index and leading sectors for the quarter. [... More]

  • Jul
    16
    2014

    Video: June 2014 Payroll Report

    Sean Simko, managing director of SEI Fixed Income Portfolio Management reviews June’s employment data, including the nonfarm payroll number and the market’s initial reaction. A mixed bag in economic growth coupled with continued growth within the labor market will push the Fed to continually alter its guidance, which could create added uncertainty within the financial markets. [... More]

  • Jul
    16
    2014

    Developing an Investment Strategy that Considers Enterprise Risks

    Learn the key components that make up an Enterprise Risk Management strategy and how it can be implemented to help your organization better manage the risks of each asset pool.

    [... More]

  • Jul
    15
    2014

    Video: June 2014 Monthly Market Commentary

    The quarter started with the hope of better weather which, if you remember, was primarily to blame for slower economic growth and data early in the year. It was hoped that a break in the weather would translate into increased consumer spending and, ultimately, a stronger economy. Sean Simko, managing director of SEI Fixed Income Portfolio Management, provides a recap for the second quarter.

    [... More]

  • Jul
    10
    2014

    Second Quarter 2014 Market and Performance Update

    Uneven worldwide economic growth has resulted in global monetary policy at various stages of ebb and flow. Global inflation pressures may begin to weigh on accommodative central banking. Most developed-market equities continue to see earnings growth. A turnaround in Europe is one of the keys to global market performance in the months ahead.

    [... More]

  • Jul
    10
    2014

    Poll: Nonprofit Investment Challenges 2014

    The Nonprofit Management Research Panel conducted a poll to gauge the current investment challenges, concerns and priorities for nonprofits in 2014.

    [... More]

  • Jul
    9
    2014

    Video: High Yield and Emerging Market Debt

    SEI fixed income expert reviews our current point of view about high yield and emerging market debt in this brief video.

    [... More]

  • Jul
    7
    2014

    Economic Outlook: And the Music Plays On

    Equity markets are sitting at record highs and bond markets continue to defy gravity. The big question should be obvious: how much longer can it last?

    While developed market equity valuations are somewhat elevated and credit spreads narrow, we think it’s premature to adopt a strongly defensive investment stance. The global economy continues its slow recovery process, and there has rarely been a time when the world’s central banks have been as active in their efforts to support economic recovery and growth as they are presently.

    [... More]

  • Jul
    7
    2014

    Radio: Sean Simko Addresses How Central Bank Policy Changes Affect Bond Markets

    Sean Simko, managing director of SEI Fixed Income Portfolio Management, discusses how central bank policy changes affect bond markets and factor into fixed income investment decisions. [... More]

  • Jul
    2
    2014

    Japan: Value Trap or Opportunity

     Japanese equity markets have stalled following a strong rally in 2013. The short-term outlook for Japanese equities is generally positive, but faces challenges. We are optimistic on the long-term prospects for Japan and are evaluating the opportunities.

    [... More]

  • 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 behaviors and circumstances would trigger Futurewealthy clients to refer friends and colleagues to their wealth manager. 

    [... More]

  • Jun
    25
    2014

    International Equities Market Update

    Investment Management Unit expert provides a brief overview of SEI's thoughts on international equity markets in this three minute video.

    [... More]

  • Jun
    25
    2014

    Investment Fundamentals: Interest Rates

    An interest rate is a measure of the compensation that lenders receive from borrowers in exchange for a loan. The Federal Reserve (Fed) sets the fed funds rate, a short-term interest rate for borrowing and lending between major banks, which serves as a reference point for most other financing activity in the U.S. [... 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
    20
    2014

    Video: Federal Open Market Committee Meeting June 2014

    Sean Simko. managing director of SEI Fixed Income Portfolio Management, comments on the most recent meeting of the Federal Open Market Committee, or FOMC, including the release of the Committee’s statement and the market’s initial reaction. [... More]

  • Jun
    18
    2014

    Investment Fundamentals: Inflation

    Inflation measures the price change of a basket of goods and services over time. Rising prices can erode consumer purchasing power, so investors should account for inflation in their plans. Central banks seek to target low-expected inflation by adjusting benchmark interest rates. [... More]

  • Jun
    16
    2014

    Video: Sean Simko's May 2014 Commentary

    Sean Simko of SEI’s Investment Management Unit discusses May performance, including the fall in interest rates and bond prices increasing. [... More]

  • Jun
    13
    2014

    Video: Can DB Practices Help Solve a DC Participant Problem?

    Learn how incorporating established DB practices to your DC plan can help yield better participant results in this brief video.

    [... More]

  • Jun
    11
    2014

    What to Know When Approaching the RIA Market

    The RIA market is often an initial target area for mutual fund or ETF managers due to the institutional and entrepreneurial nature of RIAs.  Before developing an RIA strategy there are several questions that need to be answered and servicing requirements that must be addressed. [... More]

  • Jun
    9
    2014

    Acquisition and Succession: Shift Your Focus from Retirement to Growth

    Succession planning is not an end-game strategy for your business. If anything, it is about building a bigger,
    stronger business that one day can work for you. [... More]

  • Jun
    6
    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]

  • Jun
    6
    2014

    DC Poll Part 2: A Focus on Simplifying Investment Lineups for Participants

    Read the results of a recently conducted survey that gauges the current thinking around DC plan menu simplification and asset management practices.

    [... More]

  • May
    29
    2014

    Refining for Results

    Giving your practice an occasional tune-up is the key to improving your profitability. The best time to make changes is when market performance has been strong over a sustained period. When the next crisis comes, you probably won’t have time to refine your practice. [... More]

  • May
    20
    2014

    An Introduction to Pension Plan Management

    In a CE eligible video, Jon Waite, Director of Investment Management Advice and Chief Actuary, provides an introduction to pension plan management. [... More]

  • May
    14
    2014

    Podcast: Sean Simko on the April 2014 Federal Open Market Committee Meeting

     Sean Simko weighs in on the recent FOMC meeting, including the release of the Committee's statement and the market's initial reaction.

    [... More]

  • May
    12
    2014

    The Benefits of Discretionary Outsourcing

    Learn why more institutional investors are considering discretionary asset management in this brief video.

    [... More]

  • May
    9
    2014

    Succession Planning Considerations for Financial Advisors

    Are you looking for guidance around succession planning for your financial advisory practice? This new webinar from the Advisor Network will help you identify key issues and build a personalized path for you and your firm. [... More]

  • May
    9
    2014

    De-Risking Considerations for Pensions

    SEI expert Tom Harvey reviews why plan sponsors should re-evaluate the impact of their current strategy against future market scenarios to better protect well-funded status.

    [... More]

  • May
    8
    2014

    2014 Executive Conference

    SEI’s annual Executive Conference is one more way we help our clients navigate the challenges of the operational frontier and a rapidly evolving industry. [... More]

  • May
    7
    2014

    April 2014 Monthly Market Commentary

    Economic growth remains 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 resiliency and were again positive. While global equity markets have not been as robust early in 2014 as they were last year, 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]

  • May
    5
    2014

    Enterprise Risk Management Framework for Investment Strategies

    Learn the importance of using enterprise risk management (ERM) principles as an integral part in the development and implementation of effective investment management programs.

    [... More]

  • May
    5
    2014

    Russia - Balancing the Risks against the Realities

    Russian involvement in Ukraine’s political upheaval has escalated since the beginning of 2014, fostering a diplomatic conflict with Europe and the U.S. Developments on the ground in Ukraine indicate a complex and volatile situation that seems likely to persist for some time. For global investors, the situation shines a light on the constant need to assess a wide variety of risks while balancing them against long-term return objectives. [... More]

  • Apr
    28
    2014

    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]

  • 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
    16
    2014

    Video: Q1 2014 Global Economic Market Review

    The first quarter started off with significant declines in most developed markets. Much of February was spent regaining lost ground. By the end of March, slow economic improvement and ongoing central bank stimulus efforts helped equity markets close higher for the quarter. Despite the volatility, investors returned to the markets. [... More]

  • Apr
    16
    2014

    NCSE: 2013 in Review

    Expert Mary Jane Bobyock provides an overview of NACUBO's 2013. The study gauged how high education institutions addressed key areas of endowment investment management. [... More]

  • Apr
    15
    2014

    Video: March 2014 Monthly Commentary

    It was not a big surprise that the tone of the financial markets was driven largely by comments from the Federal Open Market Committee (FOMC) and newly appointed Federal Reserve Chairwoman Janet Yellen. [... More]

  • Apr
    11
    2014

    Video: March 2014 Payroll Report

    Overall, the March payroll report sends mixed signals. Although the headline jobs number points to growth, various components—such as hours worked and hourly earnings—depict a softer labor market. [... More]

  • Apr
    9
    2014

    SEI Executive Connections Insights: Can segmentation lead to sustainable profits?

     The key to client satisfaction and loyalty is to understand that one size does not always fit all.

    [... More]

  • Apr
    8
    2014

    First Quarter 2014 Market and Performance Update

    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]

  • Apr
    2
    2014

    An Economic Thaw, but a New Cold War

    Global stock markets bounced higher following a brief dip in the latter part of January, with the U.S. leading the way. The ability of equities to quickly overcome periodic stumbles (in the U.S. and other developed markets, at least) underscores investors’ willingness to assume risk even when economic and geopolitical uncertainties are on the rise. The fact that developed market equity pullbacks remain brief and shallow suggests that the rotation out of cash and fixed-income assets and into stocks is still very much in play. 

    [... More]

  • Mar
    28
    2014

    Outsourced CIOs: The Interrogation

    What questions are institutional investors asking during their search for a discretionary provider? Listen in to this Q&A panel to get answers to important questions that your peers asked the experts. [... More]

  • Mar
    27
    2014

    Winding Down Fannie and Freddie - What Impacts Could it Have?

    Recently, the Senate Banking Committee released draft legislation designed to reform housing finance in the U.S. It contained numerous proposals, including one that caught the eye of many investors—the winding down of government-sponsored enterprises Fannie Mae (the Federal National Mortgage Association) and Freddie Mac (the Federal Home Loan Mortgage Corporation). For several reasons, we do not expect GSE reform to have a significant impact on investors in the short-to-intermediate term, nor do we expect it to have a noticeable impact on our strategies.

    [... 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
    24
    2014

    Poll: Defined Contribution Trends 2014: Part 1

    The Defined Contribution Research Panel recently conducted a poll to gauge how plan sponsors will implement target date solutions moving forward. This summary, part 1 of a 3 part series, reviews the findings.

    [... More]

  • Mar
    13
    2014

    Podcast: February 2014 Payroll Commentary

    Payroll increases for February printed at 175,000, which was above expectations. This number could have been stronger, but the report was favorable overall. There were solid gains in both the construction and temporary help areas, rising by 15,000 and 24,000 respectively.

    [... 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
    10
    2014

    Video: February 2014 Monthly Commentary

    "Let's blame it on the weather" was not a good enough reason to account for mixed data from both the U.S. and China. The general optimism that economic growth would accelerate--welcomed and needed--may have been premature.

    [... More]

  • Mar
    6
    2014

    February 2014 Market and Performance Update

    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]

  • Mar
    3
    2014

    Escalating Turmoil in Ukraine

    The Russian-backed President of Ukraine has been ousted. Russia has significantly expanded its military presence in the Crimea region in southeastern Ukraine. SEI Funds have little direct exposure to Ukraine and modest exposure to Russia.

    [... 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
    13
    2014

    Podcast: January 2014 Federal Open Market Committee

    As time goes by, there are days that create a time stamp, marking a point in history. January 29th 2014 is one of those days. To many people it will be just a cold day in the midst of winter, but to those in the investment community, it marks the first FOMC meeting of the year and the transition from Chairman Bernanke to Dr. Janet Yellen.

    [... More]

  • Feb
    7
    2014

    January 2014 Market and Performance Update

    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
    6
    2014

    Helping Clients Remain Rational in an Irrational Marketplace

    Making an investment plan for your clients is easier than ever, but how you keep them from abandoning the plan when the markets become difficult?  This webinar explores the ways you can help your clients remain rational in an irrational marketplace.

    [... 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]

  • Feb
    4
    2014

    Workflows: The Key Ingredient to a Sustainable and Sellable Advisor Business

    The promise of technology is being realized as innovation, integration, automation and an increase in utilization. At a time when investors value guidance and advice more than ever, technology is facilitating the transition of the financial advice industry from a sales-oriented model to a professional service business through customer relationship management (CRM) systems and workflows.

    [... More]

  • Jan
    28
    2014

    Volatility is...Normal

    Concerns surrounding the pace of Chinese growth, the impact of reduced quantitative-easing stimulus and the health of corporate earnings culminated in a sudden shift of investor sentiment last week. SEI is maintaining its favorable view of emerging equities, as we believe catalysts will materialize that should improve the outlook for the asset class. While emerging and developed equities have struggled out of the gate in 2014, we do not believe the elements of a more serious equity bear market are in place.

    [... More]

  • Jan
    17
    2014

    Video: December 2013 Monthly Commentary

    Most market participants endured a wild ride in 2013. Investors had to manage bouts of uncertainty, driven by a slowing global economy, choppy U.S. economic data and changes at the helm of the Federal Open Market Committee (FOMC). Talk of the Federal Reserve tapering its bond-buying program was also making waves, and municipalities had challenges of their own.

    [... More]

  • Jan
    14
    2014

    Video: Q4 2013 Global Economic Market Review

    In many ways, the fourth quarter was a near-mirror image of the third quarter, with economies in around the world showing signs of improvement. For the coming year, we are optimistic that the bull market in equities to continue. Global economic conditions are trending in a favorable direction albeit with smaller gains that seen in 2013.

    [... 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
    9
    2014

    Fourth Quarter 2013 Market and Performance Update

    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]

  • Jan
    7
    2014

    ASC 715: An Update for Disclosures for 2013

    Chief Actuary Jon Waite reviews the year-end pension accounting updates for upcoming financial disclosures. Read the paper for guidance on setting economic assumptions and discount rates.

    [... More]

  • Dec
    19
    2013

    Advisors: What's Your Formula for Growth?

    Are you looking to grow your advisory practice in 2014? If yes, view our new video that breaks down creating a formula for growth and highlights the marketing support available from SEI.

    [... More]

  • Dec
    12
    2013

    Workflows: The Key Ingredient to a Sustainable and Sellable Advisor Business

    Workflows that document and automate business processes are more than the documentation of key processes. They involve integrated technological systems that streamline processes and empower people to provide better service, making business more sustainable and efficient for everyone in the organization.

    [... 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

    SEI Executive Connections Insights: Risk management — a strategy for success

    As current business models in the wealth management space are faced with added risk pressure from expanding industry challenges, now more than ever your firm’s Enterprise Risk Management efforts have become critical in supporting business strategy and growth.

    [... More]

  • Dec
    6
    2013

    November 2013 Market and Performance Update

    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
    29
    2013

    Fixed Income for Nonprofits

    Following over 30 years of a secular bull market in bonds, the recent sharp rise in interest rates has many investors questioning their fixed income strategies. In this paper SEI expert Bill Lawrence explains key considerations for your fixed income strategy.

    [... More]

  • Nov
    20
    2013

    November 2013 Webinar: 2014 Marketing Planning

    Now is a great time for advisors to start planning their marketing for 2014. This webinar gives you tactics to help you take a fresh look at your marketing strategy and give it a competitive edge.

    [... More]

  • Nov
    14
    2013

    Accelerate Pension Contributions

    Plan sponsors must ask a number of questions when it comes to determining the best management strategy for their pension. But one question seems relatively straightforward - how much should be contributed to the pension annually?

    [... More]

  • Nov
    7
    2013

    October 2013 Market and Performance Update

    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

    Five Tax Don'ts Before 2014

    Tax planning is a year-round exercise that requires active participation. Learn how you can help to protect your clients' wealth in a new investor-approved article: Five Tax Don'ts Before 2014.

    [... 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]

  • Nov
    5
    2013

    Video: Pension Contribution Strategies

    SEI expert Tom Harvey discusses the current pension contribution strategies that companies are using to manage their pension plans in this brief video.

    [... More]

  • Oct
    30
    2013

    The Why & How of Having a Fee-based Practice

    Chances are, you've thought about converting some or all of your business to a fee-based model. After all, shouldn't success come with a greater certainty of knowing what you will be earning this year?

    [... More]

  • Oct
    28
    2013

    Advisor as a Business Owner Whitepaper

    As many advisory firms cope with the growth that their independent client-focused model has generated, they are increasingly turning their attention to the challenges of running a business vs. running a practice.

    [... More]

  • Oct
    28
    2013

    Mark-to-Market Accounting in 2013

    Does a switch to mark-to-market accounting makes sense? This video addresses the benefits and risks associated with market-to-market accounting.

    [... More]

  • Oct
    22
    2013

    Should You Consider Investment Outsourcing?

    Determine whether you could benefit from an investment outsourcing partner by reviewing these key challenges.

    [... More]

  • Oct
    16
    2013

    Video: October 2013 Monthly Market Recap

    The third quarter finished with increased volatility, as the nation moved closer and closer to a government shutdown. Fast forwarding a few days into the fourth quarter, the shutdown did occur. Both Democrats and Republicans dug their heels in and were unwilling to budge.

    [... More]

  • Oct
    15
    2013

    The Switch to Mark-to-Market Accounting

    Recent news headlines have highlighted a few examples of Fortune 100 companies making changes to their accounting methods for pension plans and other post-retirement benefits. As financial executives overseeing pension plans read about these examples, questions arise regarding why companies are making these changes and whether or not these changes make sense for their organizations. [... More]

  • Oct
    10
    2013

    Poll Results: Nonprofit Governance

    As the demand for accountability increases, clearly defined governance practices become important. This poll summary reviews the current investment governance practices of nonprofits.

    [... More]

  • Oct
    8
    2013

    Third Quarter 2013 Market and Performance Update

    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]

  • Oct
    3
    2013

    Webinar: Client Advisory Boards

    Advisory boards are powerful tools that can help deepen client relationships and help increase your rate of referrals. New webinar toolkit now available.

    [... More]

  • Oct
    2
    2013

    Third Quarter 2013 Economic Outlook: The Fed Goes Taperless

    The Portfolio Strategies Group recently released its third-quarter 2013 Economic Outlook. At the top of the list are the political games being played in Washington, DC over the 2014 fiscal-year budget, the debt ceiling and the spending sequester. 

    [... More]

  • Sep
    27
    2013

    SEI Executive Connections Insights: The legacy of legacy systems

    What if wealth management firms had no legacy systems and businesses operated on a single, unified platform? For most firms, effective data management drives efficiency. Today, the biggest barrier to effective data management is the many systems firms use to serve their clients.

    [... More]

  • Sep
    26
    2013

    Investment Fundamentals: Beta

    Beta is a measurement of relative volatility. This implies that the beta of an investment indicates how sensitive its price movement is, compared to the price movement of a given benchmark.

    [... More]

  • Sep
    13
    2013

    Do You Feel Stuck?

    This article describes the challenges of wealth and how individuals and families can overcome hidden obstacles to create the clarity necessary to make sound financial decisions with confidence.

    [... More]

  • Sep
    12
    2013

    Risk Parity: The Concept

    “Risk parity”—the concept of achieving diversification by sources of risk—is gaining wider attention. While there are numerous risks involved with investing, “risk,” as we refer to it in this paper, means volatility or standard deviation; it does not specifically encompass other sources of investment risk.

    [... More]

  • Sep
    10
    2013

    August 2013 Market & Performance Update

    Positive economic news this month was overshadowed by the upcoming fiscal year end and debt-ceiling debate in the U.S., the possibility of military intervention in Syria and emerging-market woes.

    [... More]

  • Sep
    9
    2013

    Key Course Adjustments for Breaking Through

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

    [... More]

  • Aug
    15
    2013

    Implementing a Custom LDI Strategy

    Implementing a custom approach to LDI can be highly instrumental in lowering your funded status volatility. Read this white paper to learn why.

    [... More]

  • Aug
    9
    2013

    SEI Insights: The Future of Wealth Management

    Our latest series looks outside the financial industry for fresh ideas, exploring four key areas that offer opportunities for transformation.

    [... More]

  • Aug
    9
    2013

    Commentary: Europe Failing To Do Its Part

    The U.S. and Japan are currently acting as the locomotives for a more general global expansion and Europe appears to be on the mend, but we feel the region is failing to do its part.

    [... More]

  • Aug
    8
    2013

    LDI Active Video

    This video reviews why implementing an active LDI strategy can provide a near perfect hedge for liabilities.

    [... More]

  • Aug
    7
    2013

    Investment Fundamentals: Bond Market Math

    In recent years, central banks have kept interest rates low in an effort to support the struggling global economy. Since hitting multi-generational lows, interest rates (and bond yields) have spiked significantly higher.

    [... More]

  • Aug
    7
    2013

    Video: Nonprofit Spending Policy Review

    Determining the right level of spending can be a challenge for many nonprofit organizations. SEI expert Mary Jane Bobyock reviews key methodologies around nonprofit spending in this short video.

    [... More]

  • Jul
    19
    2013

    Webinar: What's Fueling the Markets

    Market volatility continues to plague the markets, leaving financial advisors responsible for interpreting what could lie ahead and what investment approaches are best for their clients. Watch a replay of SEI's recent webinar to hear the point of view of the experts of SEI's Investment Management Unit.

    [... More]

  • Jul
    19
    2013

    Liability Driven Investing: An Active Approach to LDI

    Pension plan sponsors should consider an active LDI strategy to provide a near-perfect hedge for liabilities. This paper about implementing an active LDI strategy explains why.

    [... More]

  • Jul
    15
    2013

    Update on the Alternative Investment Fund Managers Directive

    On July 21, 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 July 22, 2013.

    [... More]

  • Jul
    12
    2013

    Webinar: Time for Advisors to Go Social

    As social networking infiltrates all aspects of everyday life, financial advisors are getting the message – connect! Evidenced by the growing use of LinkedIn, Facebook and Twitter, more and more advisors are posting, tagging and tweeting their way to business growth. In a short period of time, the question has changed, from, “Should we use social media for business?” to “How can we best leverage social media?”
    Find out how SEI can help you claim your online real estate and start connecting with clients online using SEI's new Go Social toolkit.

    [... More]

  • Jul
    9
    2013

    A Custom Approach to Liability Driven Investing

    Learn why a custom liability driven investing (LDI) implementation can be highly instrumental in lowering your funded status volatility.

    [... More]

  • Jun
    26
    2013

    Spending Policy

    With increased complexities in the nonprofit market-place, finding the right level of spending can be challenging. A quick poll was recently conducted to gauge how your spending rates and methodologies compare to your peers.

    [... More]

  • Jun
    24
    2013

    The Emergence of a New Breed of Investor – Is Yours an Enterprising Family?

    Over the last two years, SEI Private Wealth Management, in collaboration with ScorpioPartnership, conducted an unprecedented study into the insights of wealthy families, which shows three distinct strategies emerging from this group in managing family wealth.

    [... More]

  • Jun
    17
    2013

    June 2013 Fixed Income Webinar

    SEI recently hosted a a Fixed Income webinar on the current state and outlook of the fixed income markets, and the optimal positioning of fixed income assets in your clients' portfolios. Register now to view the recording!

    [... 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
    23
    2013

    Enterprise Pension Risk

    Many corporations try to determine the appropriate level of risk for their pension plans based on their liabilities when setting the asset allocation. This paper discusses how setting the asset allocation varies between organizations and how to evaluate setting the asset allocation.

    [... More]

  • May
    9
    2013

    The Generation Gap

    SEI Private Wealth Management's survey of wealthy Gen-X investors raises a number of flags about effective succession planning and wealth transfer among ultra-high-net-worth investors.

    [... More]

  • May
    9
    2013

    Competing with Steve Jobs

    When it comes to innovation, the wealth management industry lags behind transformative areas like consumer electronics and telecommunications. But how much innovation and what kind are important to wealthy investors? SEI asked them directly.

    [... More]

  • May
    9
    2013

    Understanding the Anatomy of Giving

    SEI Private Wealth Management's recent survey reveals that the vast majority of ultra-high-net-worth individuals believe their wealth creates an obligation for philanthropy, regardless of tax incentives.

    [... More]

  • May
    9
    2013

    Coping Strategies

    How do wealthy investors walk the tightrope between risk and reward?

    [... 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
    30
    2013

    2013 SEI Executive Conference Summary

    The theme for the 2013 SEI Executive Conference refers to the idea that both artistic and scientific approaches may be needed to succeed long-term in the investment management industry. Read more key insights and guidance from the 2013 SEI Executive Conference.

    [... More]

  • Apr
    25
    2013

    “EBITDA, EBITDA, EBITDA…That’s all, Folks!”

    Many business owners underestimate the importance of EBITDA1 to their business and personal finances.

    [... 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
    9
    2013

    Continuous Client Service - Lock in Loyalty and Build Your Business

    Find out how SEI can help you take your business to the next level with a “continuous” approach to client service. Register today to receive Part 2 in our End-to-End Excellence video series.  You will also receive a toolkit of materials you can put into practice right away!

    [... More]

  • Mar
    29
    2013

    Assessing Fiduciary Risk in DC Plans

    As defined contribution (DC) plans grow in popularity, plan sponsors face several challenges including limited participant investment expertise, volatile financial markets and the fiduciary risk associated with these investment outcomes. This short perspective addresses these issues.  

    [... 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

    Sales & Onboarding - Your Last Chance to Make a Good First Impression

    “End-to-End Excellence,” a two-part series, will help you transform prospects into clients - and clients into loyal advocates. Register today to receive Part 1 in our series: “Sales & Onboarding – Your Last Chance to Make a Good First Impression.”

    [... More]

  • Mar
    13
    2013

    Reducing Pension Liabilities: Understanding Buy-Ins, Buy-Outs & Lump Sum Payments

    Choosing the most appropriate de-risking strategy is a complex decision. This commentary provides an overview of the benefits and challenges that plan sponsors face in implementing annuitization options and lump sum payments to decrease risk.

    [... More]

  • Mar
    5
    2013

    Seven Secrets for Deciphering the New Tax Code

    Watch our latest webinar to learn how you can help taxpayers through these taxing times and address uncertainty arising from the federal deficit and spending.

    [... 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
    21
    2013

    Nonprofit 2013 Outlook

    The Nonprofit Management Research Panel recently conducted a poll to better understand nonprofit challenges and strategies for 2013.

    [... 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]

  • 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

    Succession Planning the Next Gen Way

    [... More]

  • Jan
    16
    2013

    Plan Sponsor 2013 Outlook: Goals, Challenges, and Strategies in US Pension Management

    With 2012 behind them, plan sponsors are evaluating their top pension strategies for the upcoming year. The Pension Management Research Panel conducted its annual Plan Sponsor Outlook quick poll that examine the goals, challenges and strategies that are top of mind for corporate pension plan sponsors at the start of 2013.

    [... 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 $4 million expect to be using a broad range of digital communications with their financial providers going forward.

    [... More]

  • Jan
    4
    2013

    ASC 715 Annual Research Paper and Addendum

    In our annual research paper and video, plan sponsors can learn appropriate discount rates in valuing their pension plans and considerations for setting ROA assumptions.

    [... More]

  • Dec
    17
    2012

    2012 US CFO Conference Summary

    The SEI Knowledge Partnership hosted the annual US CFO and COO Forum for senior executives of SEI’s alternative investment management firm clients and industry partners. In addition, we surveyed the audience throughout the session and have compiled the results in the conference summary. 

    [... 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
    26
    2012

    Video: Reducing Pension Liabilities - Understanding Pension Buy-Ins and Buy-Outs

    In this video presentation, Randy Cusick discusses how pension plans are investigating opportunities to reduce the pension liability, with a specific focus on annuitization. [... More]

  • Nov
    16
    2012

    Video: Presidential Election Impact and Post-Election Challenges

    With the campaign season now in the rearview mirror, the U.S. economy turns its attention to some of the challenges that await. [... More]

  • Nov
    15
    2012

    Business Planning 2013

    Do you know how to build long-term value with short-term business planning? Whether you're a one-advisor shop, an emerging group of two or more advisors, or a relatively large RIA with a long track record, all you need is a desire to grow.  That's why SEI created Business Planning 2013. [... More]

  • Nov
    15
    2012

    Liability Driven Investing: The 6th Annual Global LDI Poll

    Stricter funding requirements, volatile capital markets, and fluctuating pension liabilities have led sponsors to consider implementing Liability Driven Investing (LDI) strategies. The Pension Management Research Panel conducted its 6th annual LDI poll that examines how perception, implementation, and use of LDI has changed. [... More]

  • Nov
    8
    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
    19
    2012

    ACA Impact on Healthcare Investment Management

    Key components of the 2010 Patient Protection and Affordable Care Act (ACA) were upheld in a Supreme Court ruling. We have identified three trends shaping the investment strategies of healthcare organizations during this time of change. [... More]

  • Oct
    8
    2012

    Poll Results: Nonprofit Mid-Year Update

    Foundations and endowments faced a volatile economic environment  in 2012 with a wide range of investment challenges. The Nonprofit Management Research Panel conducted its annual mid-year poll to identify what challenges and strategies have the greatest impact of nonprofit investment management. [... More]

  • Oct
    2
    2012

    Webinar: The Myths About Growth

    Growing your advisory practice can lead to greater efficiency, productivity and profitability. But how do you know if you are growing right? Which resources and practices should be deployed? SEI recently partnered with FA Insight to provide advisors with an exclusive look at the recent findings from the 2012 FA Insight Study of Advisory Firms: Growth by Design study. Register now to watch a webinar showcasing the top financial industry trends for advisor growth.  [... More]

  • Sep
    14
    2012

    Poll Results: Managing Pensions Mid-Year 2012

    Pension plan sponsors faced a challenging first half of 2012, with ongoing market volatility and record low interest rates. The Pension Management Research Panel conducted its 5th annual mid-year update poll to determine investment challenges and strategies, and their impact on pension management. [... More]

  • Aug
    29
    2012

    Q&A with Karrie McMillan, Investment Company Institute (ICI)

    The SEI Knowledge Partnership, as part of our ongoing thought leadership initiative, interviewed Karrie McMillan, General Counsel at the Investment Company Institute about recent events and the role the ICI is playing in advancing the investment management industry. [... More]

  • Aug
    14
    2012

    Webinar: Social Media for Financial Advisors

    Few advisors question the benefits of online marketing, but many are at a loss for how to make it work in their practice. View our webinar replay to get started, and to access SEI’s Success. Go Social! toolkit. [... More]

  • Aug
    6
    2012

    Ten Common Fund Distribution Missteps

    Distributing investment products into the retail intermediary channel can be challenging, resource-intensive, and highly competitive. An effective distribution strategy can yield significant and longstanding rewards but there are some common and simple missteps that managers should work to avoid. While many of these are well-known and obvious to those already active in the market, these ten common missteps should nevertheless act as a refresher. [... More]

  • Jul
    25
    2012

    Analyzing 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]

  • Jun
    28
    2012

    Views on Fiduciary Investment Models

    The Pension Management Research Panel conducted a poll for corporate defined benefit plan sponsors. The results review plan sponsors sharing their current and future use of discretionary investment outsourcing providers. [... More]

  • Jun
    25
    2012

    The Pulse on Healthcare Finance

    The Healthcare Management Research Panel conducted a poll to determine top spending needs, market challenges, and financial priorities. [... More]

  • May
    29
    2012

    Big Divergences, Still Looking for a Catalyst

    May has been a challenging month for investors, with government debt fears, bank stresses and political upheaval in Europe causing renewed pessimism and another broad flight to safety. As a result, relative valuations have become quite stretched between U.S. equities and stock markets in Europe and emerging markets. While some indicators are inspiring a bit of optimism, we are maintaining our current positioning as we look out for potential catalysts. [... More]

  • May
    17
    2012

    Legislation Update: Rate Relief

    Expert Jon Waite discusses the potential relief for pensions in The Highway Investment, Job Creation and Economic Growth Act of 2012.

    [... More]

  • Apr
    23
    2012

    2012 SEI Executive Conference Summary

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

  • Apr
    16
    2012

    Getting Ahead of the CIT Boom - Aligning Capabilities to Capture DC Market Share

    CITs' share of the DC market doubled in the five years since 2006, increasing from 10% in 2006 to 20% in 2011 and the number of CIT portfolios tracked by Morningstar from mid-year 2006 to mid-year 2011 increased by 55%. SEI's latest report, Getting Ahead of the CIT Boom, helps managers evaluate the market potential and success factors for CITs. [... More]

  • Apr
    12
    2012

    Podcast: March 2012 Macro Summary View

    March went out like a lamb, but markets roared all the way through, ending the month and quarter strongly. The equity market had its best first quarter since 1998, as the S&P 500 returned 12.56%. Whether it is sterilized quantitative easing or Operation Twist, there is no denying that the Federal Reserve, or Fed, has been engaged. [... More]

  • Mar
    27
    2012

    Making Sense Out of Conflicting Viewpoints

    In an industry in which people are paid to make investment decisions based on their personal points of view, everybody has an opinion. Determining the sources of varying outlooks can help you provide clients with the perspective that’s most relevant to them and their portfolios. [... More]

  • Mar
    16
    2012

    Legislation Update: Will Pension Plan Sponsors Finally Get Interest Rate Relief?

    [... More]

  • Mar
    5
    2012

    Is Iran About to Receive a SWIFT Kick?

    While many analysts are concerned about the possibility of military conflict between Iran and the West over the former’s nuclear ambitions, economic and financial sanctions against Iran continue to escalate. SEI is monitoring the situation from a market-risk perspective, as increased risk might influence active asset allocation and portfolio construction decisions. [... More]

  • Feb
    15
    2012

    Quick Poll: The Top 10 Investment Priorities for Nonprofits in 2012

    A recent SEI Quick Poll reveals nonprofit executives view aligning asset allocation decisions with organizational finance decisions as the top investment priority in 2012.

    [... More]

  • Feb
    14
    2012

    Commentary: The Five Stages of Greece

    Consistent with the Five Stages of Grief model, we believe that the ‘fifth stage of Greece’ will involve acceptance, by the troika and Greece and that the latter must depart from the single-currency union. We do not believe that departures by Greece or other periphery nations will lead to the collapse of the eurozone, however. [... More]

  • Feb
    8
    2012

    Quick Poll: The Top 10 Priorities for U.S. Pension Plan Sponsors in 2012

    The Pension Management Research Panel conducted its 3rd annual Quick Poll asking U.S. pension plan sponsors to identify their organization's top investment priorities and challenges for the upcoming year.

    [... More]

  • Jan
    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]

  • 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

    ASC 715 Discount Rate Selection - Addendum

    Now that the year has closed, this paper provides a summary update on the assumptions for ASC 715 based on end-of-year indices.

    [... More]

  • Dec
    19
    2011

    SEI FASB ASC Annual Research Paper

    Are you budgeting for the 2012 plan year? Now in its tenth year, SEI’s Pension Accounting Series (updated for 2011 disclosures), by Jon Waite, is designed to educate plan sponsors and corporate officers as well as address issues regarding FASB ASC 715. [... 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]

  • Dec
    7
    2011

    5th Annual LDI Quick Poll Results: More Sponsors Using LDI than in Past Years

    The SEI Pension Management Research Panel conducted the 5th Annual Global Quick Poll on LDI. The poll reviews the current state of LDI, including the adoption of the strategies and the increase in sponsors now using the strategies. The poll results also review the goals and objectives of those pension plan executives using LDI.

    [... More]

  • Nov
    30
    2011

    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]

  • Nov
    15
    2011

    2011 Annual CFO Forum for Alternative Managers

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

  • Oct
    11
    2011

    The "Formula Clause" Pitfall

    Many lawyers use a "formula clause" within their clients' trusts, which designates inheritances via fractions or percentages, not fixed dollar amounts. With the increase of the estate tax exemption to $5 million and new portability feature in the 2010 Tax Relief Act, use of the forumla clause may result in inadvertently disinheriting surviving beneficiaries. A simple amendment can be used to correct the defect. [... More]

  • Sep
    13
    2011

    The Relationship Business: Expect the Unexpected

    At its heart, wealth management is a service business built on the power of personal relationships. According to SEI sponsored research, investor perception of the client-manager relationship entails far more than just the one-on-one interaction with their wealth managers [... More]

  • Aug
    25
    2011

    Quick Poll 2011 Mid-Year Update: Pensions React to Ongoing Investment Volatility

    A summary of Quick Poll results where executives identify the most pressing issues they are currently facing regarding their organization's pension plan. [... More]

  • Aug
    15
    2011

    A Brief History of Market Turbulence

    Economic and financial crises have been a regular feature of monetary economies throughout history. While no two have been exactly alike, they tend to share some common characteristics. Read about some key lessons that investors can take away from such comparisons. [... More]

  • Aug
    10
    2011

    Five Pieces of Advice About Advice

    Advice can come from many sources.  These sources often have personal biases that can either strengthen or limit the benefits of this advice.  Preference, proximity and proficiency all play a role in how professionals dole out advice, not to mention compensation.  All of these and other factors should be examined when considering an expert opinion. [... More]

  • Aug
    2
    2011

    Implications of a U.S. Debt Ceiling Agreement

    An agreement to raise the debt ceiling and avoid a default is a welcome development. However, this simply (1) averts an immediate crisis and (2) creates the time and space necessary for Congress to (hopefully) make some rather difficult decisions regarding federal spending and revenue. [... More]

  • Jul
    26
    2011

    Turbo-Charge Your Referral Process Toolkit

    Register for access to the Turbo-Charge Your Referral Process Toolkit, which includes a webinar, a video case study, articles and worksheets to help you implement your strategy.
    [... More]

  • Jun
    20
    2011

    U.S. Credit Downgrade: How Would It Impact Fixed Income Investors?

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

  • Jun
    1
    2011

    U.S. Equities: Few Repeat Winners/Losers When Inflation Rises

    In spite of media-stoked fears of rising inflation, SEI does not view inflation as a near-term threat. For U.S. equities, recent periods of rising inflation have not resulted in clear-cut winners and losers. [... More]

  • May
    27
    2011

    Webinar: Getting Real About Retirement

    With 7,000 of the 75 million boomers reaching age 65 every day, it offers an immense and promising opportunity for financial advisors targeting the retirement market. As they struggle with decisions about distributions and IRAs, is your practice positioned to offer solid counsel and solutions? [... More]

  • May
    24
    2011

    Understanding the Mindset of Today’s Investor: Embrace Change and Become the Trusted Advisor

    The balance of power has shifted. The economic downturn and financial crisis continue to exert tremendous pressure, leaving investors holding the cards. [... More]

  • May
    5
    2011

    Objectivity and the Client Experience

    Clients place great importance on their wealth manager's ability to listen to them and gain a deep understanding of their needs. What does objectivity really mean? How can wealth managers communicate objectivity to their clients? [... More]

  • May
    4
    2011

    It's Your Money: Why Give Away More Than You Have To?

    When ignored, taxes can diminish portfolio returns significantly over time. A number of tools for investors can help alleviate this burden. Learn more about them, and about current key tax policy trends, from David Zierath of the SEI Wealth Network. [... More]

  • Apr
    21
    2011

    Why Healthcare Organizations Need to Integrate Investment Decisions with Business Objectives

    This perspective touches on the current environment and outlines how an integrated approach to investment management can help address some burdens. [... More]

  • Apr
    9
    2011

    What Does the New Proposal on PBGC Premiums Mean to Pension Plan Sponsors?

    SEI provides a summary on the budget proposal containing three significant impacts on the premiums being paid by defined benefit plan sponsors. [... More]

  • Apr
    7
    2011

    Independence: The Right Standard?

    The financial crisis left lasting effects on the wealth management industry. Today's investors expect more from their wealth managers than ever before. What impacts do their increasing demands have on your business? [... 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]

  • Apr
    5
    2011

    Quarterly Economic Outlook: Moving Ahead Despite the Challenges

    There is no denying that the first quarter was a harrowing one. Yet, with the main exceptions of Japanese and emerging-market equities, financial markets have managed through the bad news. This impressive resiliency can be attributed to the underlying strength of the global economy. [... More]

  • Mar
    31
    2011

    What's Your Instinct? Head Vs. Heart

    Do you invest with your head or your heart? That is the question. Many investors believe they are completely rational when it comes to making financial decisions, but when the heat is on they tend to revert back to their most primitive instincts. This article explores the necessity of both your logical and emotional sides when making important investment decisions. [... More]

  • Mar
    25
    2011

    The Futurewealth Report: The Essence of Success

    SEI has joined the Futurewealth project, dedicated to empirical research on the global high-net-worth individual investor market. The Futurewealth 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
    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
    2
    2011

    Quick Poll: Healthcare Finance Executives Top Priorities in 2011

    The Financial Management Research Panel polled executives from 25 different healthcare organizations overseeing asset pools ranging in size from $25 million to more than $1 billion. The results include their top ten organizational priorities in 2011.  [... 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. The market is expected to remain closed until the week of February 13, while banks reopened on Sunday, February 6. A run on Egypt’s currency or debt would cause considerable harm to its economy and financial system. [... More]

  • Feb
    10
    2011

    The Top 10 Nonprofit Investment Priorities for 2011

    The Nonprofit Management Research Panel conducted a Quick Poll asking nonprofit executives and investment committee members to identify their organization's top 10 investment priorities for the year. The poll asked respondents to identify whether or not something was a priority for the year. [... More]

  • Feb
    8
    2011

    Quick Poll: The Top 10 Priorities for U.S. Pension Plan Sponsors in 2011

    The Pension Management Research Panel asked executives to identify their organizations's top 10 priorities for the year. The poll asked respondents to identify whether or not items were a priority for the year and, if so, to rank them. [... More]

  • Jan
    17
    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]

  • Jan
    11
    2011

    ASC 715 Discount Rate Selection January Addendum

    In December 2010, SEI released research on assumptions for ASC 715 (pension accounting) valuation. This paper provides a summary update on the research based on end-of-year indices. [... More]

  • Dec
    16
    2010

    SEI FAS ASC Paper 2011

    SEI provides an update for pension disclosures for 2010.  Corporate defined benefit (DB) plan sponsors continue to deal with market volatility as well as an interest rate environment that remains historically low. [... More]

  • Dec
    16
    2010

    Tackling Transparency

    Tackling Transparency is the first in a series of five articles about the lasting effects the financial crisis has had on the wealth management industry. What does transparency truly means to your clients? Find out how to focus on the quality, not the quantity, of your reporting. [... More]

  • Dec
    1
    2010

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

    Today, more organizations view whether or not the asset pool provides support to the pension liabilities as the true measure of pension investment success. [... More]

  • Nov
    19
    2010

    Insight on Challenges Being Faced by Public Pension Plans

    SEI provides an industry perspective on challenges being faced by Public Pension Plans. [... More]

  • Nov
    5
    2010

    Multiemployer Disclosure Requirements Summary

    Companies participating in Multiemployer pensions could face increased disclosure requirements. [... More]

  • Oct
    14
    2010

    Webinar: Product Distribution Update

    The SEI Knowledge Partnership recently held a Product/Distribution webinar hosted by Phil Masterson with panelists Loren Fox of Strategic Insight and T. Neil Bathon of FUSE. The webinar covered the transition to fee-based & growing influence of platforms, growth of passives, convergence, DCIO trends and RIA trends. [... More]

  • Oct
    8
    2010

    Webinar: Product Packaging Update

    The SEI Knowledge Partnership recently held a Product Packaging Update webinar hosted by Phil Masterson with panelists Jack Swift of Northern Lights Capital and Tim Levin of Morgan, Lewis & Bockius. [... More]

  • Oct
    5
    2010

    Comparing Recessions: U.S. "Great Recession" vs. Japanese "Lost Decade"

    A spate of economic data raised concerns that the U.S. economy is facing a “lost decade” like the one Japan experienced from 1991-2001. While we see similarities, a closer look reveals significant differences which we believe ultimately render them uncomparable. [... More]

  • Sep
    24
    2010

    Webinar: SMA Industry Overview

    The SEI Knowledge Partnership recently hosted an SMA Industry Overview presented by Jean Sullivan of Dover Financial Research. [... More]

  • Sep
    13
    2010

    An SEI Mid-Year Update: Ongoing Challenges in Managing Pension Investments

    A quick poll asking executives to identify the most pressing issues they are currently facing regarding their organization's pension plan. [... More]

  • Aug
    17
    2010

    How Nonprofits Are Addressing Current Investment Challenges in Ongoing Volatility

    Nonprofits face many concerns and challenges at a time when these organizations still need to meet spending  requirements to support their overall missions. This quick poll discusses some challenges and how nonprofits are addressing them. [... More]

  • Jul
    16
    2010

    Retirement Plans: Are You Ensuring the Best Tax Result for Your Beneficiaries?

    With proper planning, retirement assets can grow on a tax deferred basis. Are you sure your beneficiaries aren't missing out on significant tax deferral opportunities? [... More]

  • Jul
    6
    2010

    Summary of Defined Benefit Funding Relief for Multiemployer Plans

    A one page summary detailing the two aspects of the new law passed by President Obama that will most significantly impact multiemployer pension plans. [... More]

  • Jul
    6
    2010

    Summary of Defined Benefit Funding Relief for Single Employer Pension Plan Sponsors

    A one page summary outlining recent funding relief passed by President Obama that will most significantly impact single employer pension plan sponsors.   [... More]

  • Jun
    22
    2010

    Four Key Issues Impacting Multiemployer Pension Trustees in 2010

    The Pension Management Research Panel conducted research to identify the most important issues facing multiemployer pension plan trustees in today's environment. [... More]

  • Jun
    3
    2010

    Investment Update: Why U.S. Investors Should Care About the Euro

    Why should U.S. investors care about the sovereign debt troubles of Greece and other European countries? These issues can have a significant impact on domestic investments. [... More]

  • May
    24
    2010

    Exotic to Mainstream: Growth of Alternative Mutual Funds in the U.S. and Europe

    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]

  • Mar
    24
    2010

    The Effects of Recession on U.S. State Governments

    Individual states are expected to remain resilient but under considerable stress as the U.S. economy continues to recover from the national recession that began in December 2007. [... More]

  • Mar
    18
    2010

    Should We Hold a Family Meeting?

    Are family meetings worth the effort? We believe they are an effective way to share your goals for self, family and community—the groundwork for an enduring family legacy. [... 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
    15
    2010

    Operational Assessment: An Essential Step in Establishing an Efficient Operational Infrastructure

    From rising investor expectations to new regulatory requirements, more and more is being demanded from a manager’s operating infrastructure. How well do your firm’s current systems and personnel meet your business requirements? [... 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]

  • Feb
    11
    2010

    Quick Poll: The Top 10 Priorities for Pension Plan Sponsors in 2010

    In January 2010, the Pension Management Research Panel conducted a Quick Poll asking executives to identify their organization’s top ten pension priorities for the year. The poll was completed by 54 executives overseeing pensions ranging from US $250 million to US $10 billion in assets. None of the poll respondents were from institutional clients of SEI. [... 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]

  • Jan
    26
    2010

    Estate Tax Repeal. 2010: What You Need to Know about Estate and GST Taxes

    Beginning January 1, 2010, estate and generation skipping transfer (GST) taxes are repealed for one year. Understand the changes and review your current estate plan.
    [... More]

  • Jan
    18
    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]

  • Jan
    8
    2010

    Vacation is Over. Active Tax Management is Back in School

    As we have been repeatedly reminded with regards to our investment portfolios, “It’s not what you make that counts, it’s what you keep.” With that in mind, we thought it would be constructive to remind everyone about our efforts to increase “what you keep.”
    [... More]

  • Dec
    7
    2009

    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]

  • Aug
    24
    2009

    Current ETF Landscape

    There are nearly 800 ETFs traded in the United States with approximately $600 billion in assets.  ETFs have experienced tremendous growth in recent years and have attracted the interest of asset managers.  In order to help our clients understand the ETF landscape, the SEI Knowledge Partnership leveraged third party research and our own analysis to explore ETF features and product trends.  [... More]

  • Aug
    2
    2009

    Strategy Brief: Actively Managed Exchange Traded Funds

    ETFs have a history of product innovation, and this Strategy Brief explores the latest innovation – actively managed ETFs. This brief outlines the key features of ETFs, describes the current classifications, addresses whether a mutual fund can convert to an ETF, discusses the active ETFs currently available, and analyzes the impediments to widespread adoption of active ETFs. The first brief in this series provides an overview of the ETF landscape, compares ETFs to index mutual funds and addresses current and future product usage. [... More]

  • Jun
    22
    2009

    Help Investors Overcome Irrational Behavior with Goals-Based Investing

    A fresh approach to investing that benefits investors and advisors alike. [... More]

  • Mar
    13
    2009

    Stimulus Package: An Overview and Outlook

    At the present time, we see nothing in the stimulus package that would lead to changes in our asset allocation recommendations. Active managers can be expected to find opportunities in this environment. [... 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

    Staffing a DCIO Sales Effort

    This Strategy Brief is the second in our series of insights regarding the defined contribution investment only (DCIO) market opportunity for investment managers. In this Strategy Brief, we examine the requirements for establishing a sales effort and distribution team to gather DCIO assets.
    [... More]

  • Dec
    31
    2008

    DCIO Product Trends

    This Strategy Brief is the third in our series of insights regarding the defined contribution investment only (DCIO) market opportunity for investment managers.In this Brief, we consider the assets classes in demand in the DCIO channel and examine the impact of regulations on the DCIO marketplace, product structure options and the importance of platform placements in gathering DCIO assets. [... More]

  • Dec
    31
    2008

    Measuring DCIO Profitability

    This Strategy Brief is the final in our series of insights regarding the defined contribution investment only (DCIO) market opportunity for investment managers.  In this brief we benchmark profitability, review sources of margin pressure, and examine payments to defined contribution recordkeepers. [... More]

  • Dec
    19
    2008

    Distribution Wrap-Up

    SEI panelists weighed in on distribution issues and highlighted the details that should not be overlooked.

    [... More]

  • Dec
    18
    2008

    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]

  • Dec
    15
    2008

    An SEC Primer: Steps Towards Improving the Outcome

    If you are a registered mutual fund adviser, there is sure to be an SEC examination in your future. But, it’s hard to know what to expect or where the pitfalls might lie.

    [... 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]

  • Dec
    8
    2008

    Countdown to Hedge Fund Adviser Registration

    A recent SEI Web seminar laid out the key issues to address in the registration process and a strategy for getting it all done.

    [... More]

  • Dec
    8
    2008

    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]

  • Dec
    2
    2008

    How to Make Sure Your Compliance Program is Ready

    The SEC has taken on a number of new issues, again raising the possibility of more intense regulatory scrutiny and the trend suggests that compliance programs may need additional bolstering before their next annual review.

    [... More]

  • Dec
    2
    2008

    Assessing the Impact of UCITS III

    Implementation of UCITS III is reshaping the marketplace for all retail investment funds sold cross-border in the European Union.  For SEI's web seminar and presentation, top international legal and regulatory experts provide their insights on the legislation's far-reaching impacts on traditional and alternative fund managers alike. 

    [... More]

  • Dec
    1
    2008

    Compliance Program Countdown

    Four years ago funds and advisors were required to have a comprehensive compliance program documented and implemented. SEI made sure to help get you ready.
    [... More]

  • Nov
    17
    2008

    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]

  • Nov
    10
    2008

    CITs: The New Wave in Retirement Investing

    Until recently the popularity and availability of Collective Investment Trusts (CITs) had been limited. However, the tide has now reversed and CITs are quickly becoming a popular investment vehicle.  It is clear that asset managers will need CIT capabilities to compete in the retirement market and CITs present a major opportunity for asset managers, regardless of their size. [... More]

  • Nov
    7
    2008

    What Should Funds Boards Be Doing to Advance Compliance Efforts?

    As the SEC deadline for the first mandated annual evaluation of adopted compliance programs looms closer, the role of mutual fund boards is coming under a spotlight. An SEI Web seminar helped to fill the gap with recommendations on how fund boards and CCOs should be working together. [... 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]

  • Oct
    9
    2008

    Exchange Traded Products: 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]

  • Jun
    10
    2008

    Capturing More of the Rollover Market

    Financial advisors who specialize in the retirement market have seen significant growth in their practices.

    [... More]

  • Mar
    26
    2008

    During Volatile Markets, Reach Out to Your Clients

    Communicate with your clients now, more than ever. [... 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.

    [... More]

  • Feb
    20
    2007

    Asset Management and Technology Operations Survey

    Technology provides a critical lever for improving overall business economics and increasing quality across nearly all functional areas and asset managers are continuing to increase their investment in technology and deal with the complexities accompanying technological advancement.

    [... More]

  • Podcast: March 2014 Federal Open Market Committee Meeting

     Every seven weeks investors create a list of items they expect the Federal Reserve to address. This time around, the shift from quantitative guidance to qualitative guidance was at the top of that list. In other words, investors expected the Fed to stop using the unemployment rate as a benchmark for triggering a rise in interest rates.

    [... More]