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.

• May

  10

  2013

  Podcast: April 2013 Payroll Report

  The labor market continues to face multiple headwinds as we move into the second quarter. Budget cuts, tax increases and general softening of economic data all have the potential to weigh down growth. In this environment, companies are likely to scale back their hiring initiatives until they get a better feel for the economic landscape. April’s labor data should provide reason to believe that the sector is growing. The problem is not growth; it’s the pace of growth.

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

  10

  2013

  April 2013 Market and Performance Commentary

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

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

  10

  2013

  Podcast: May 2013 Federal Open Market Committee

  A complete 180-degree turn is the sentiment of recent comments from both individuals within the FOMC and market pundits. Earlier in the year, there were discussions about the possibility of an earlier-than-expected halt to the current quantitative easing measures or, at a minimum, a scaling back of security purchase program that the FOMC is currently involved in. At this point, we maintain the view that the economy will continue to grow, but at the current tepid pace.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary,Content Types:Podcast
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Wealth to Prosperity,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Wealth to Prosperity,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Wealth to Prosperity,Content Types:White Paper
• May

  9

  2013

  Coping Strategies

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

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Market and Economy,Categories:Wealth.Wealth to Prosperity,Content Types:White Paper
• May

  2

  2013

  Futurewealth Report Part 4: The Digital Future of Client Relationships

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

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

  30

  2013

  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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Content Types:Commentary
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Market and Economy,Categories:Wealth.Wealth to Prosperity,Content Types:White Paper
• Apr

  22

  2013

  Getting a Grasp on Actively Managed ETFs Before the Boom

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

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

  22

  2013

  Gold—Burst Bubble, or Pause that Refreshes?

  Less than two years removed from the most recent leg up of its long bull run, gold suffered a vicious two-day sell off. Debate is now raging over whether gold was a bubble due to burst or presents a long-term buying opportunity. Because gold plays a very limited role in our portfolios, we rarely comment on it. However, there are some interesting lessons to draw from the episode.

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

  17

  2013

  Video: Q1 2013 Global Economic Market Review

  Kevin Barr, Head of SEI’s Investment Management Unit provides an update on the global financial markets and their impact on SEI strategies, as well as our expectations for the year ahead.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Content Types:Commentary,Content Types:Video
• Apr

  15

  2013

  First Quarter 2013 Market and Performance Update

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

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

  12

  2013

  Podcast: March 2013 Payroll Report

  A stronger employment picture is the foundation for a stronger economy, helping build the confidence of consumers who will then spend money and fuel the economy. Steady job-market growth has crept in, but is it taking hold? The March non-farm employment data release was a disappointment to the markets and a step backwards. April’s payroll number will now be that much more important for those of us looking to see if today’s number is a one-off to the softer side or the start of a new trend.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary,Content Types:Podcast
• 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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video,Content Types:White Paper
• Apr

  3

  2013

  Economic Outlook: Investors Keep Calm and Carry On

  Although Europe is a mess, the U.S. markets keep growing. Can the growth continue? While past performance is no guarantee of future results, there are some signs that the answer is “yes.”   

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

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

  26

  2013

  6 Ways Hedge Funds Need to Adapt Now

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

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

  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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video
• Mar

  23

  2013

  Podcast: February 2013 Payroll Podcast

  Similar to watching the ball drop on New Year’s Eve, the countdown looking ahead to this month’s release of the employment picture began shortly after the release of January’s payroll data last month. We are all aware that the labor market is the backbone of economic growth. A stronger employment picture helps build confidence with consumers who will, in turn, continue to spend money and fuel the economy. Are current labor market forecasts too optimistic?  

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

  20

  2013

  The Crisis in Cyprus? The Real Fear is Pandora’s Box

  The proposed bailout for the small European nation of Cyprus has caused a great deal of controversy. While Cyprus is not relevant to global economic performance, the failed proposal to raid bank accounts cracks the lid to Pandora’s box, raising questions about the potential for a eurozone-wide bank panic.

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

  18

  2013

  February 2013 Monthly Commentary

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

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

  14

  2013

  Interest Rates: Creeping Higher

  Interest rates and bond yields are at multi-generational lows and are expected to trend higher over the next few years. When they occur, SEI believes the rate hikes will be gradual, rather than sudden. Because our bond funds generally have shorter duration and higher yield characteristics than corresponding benchmarks, we believe they are relatively well-positioned for a moderately paced rise in interest rates.

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

  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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:Quick Poll,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video
• Feb

  28

  2013

  Futurewealth Report Part 3: Helpful Investment Technologies

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

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

  27

  2013

  "Sequestration"—Is the Sky About to Fall?

  Some $85 billion worth of federal spending cuts are expected to take effect on March 1. While this looks like a large number, it amounts to only 2.4% of the federal budget and 0.5% of the U.S. economy. SEI sees no reason to adjust our investment strategies based on the potential impact of sequestration.

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

  21

  2013

  Nonprofit 2013 Outlook

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

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Feb

  20

  2013

  January 2013 Monthly Commentary

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

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

  11

  2013

  Strong Momentum and Elevated Sentiment

  Stock markets started 2013 with a bang, which could bode well for full-year returns. We are cautious at the moment, as investor sentiment appears to be somewhat stretched. However, we believe that the underlying economic fundamentals validate the optimism reflected in stock prices.

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

  5

  2013

  Succession Planning the Next Gen Way

  [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Presentation,Content Types:Video,Content Types:White Paper
• Feb

  5

  2013

  Remuneration Rules: What Should European Alternative Fund Managers Expect?

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

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

  5

  2013

  2012 SEI Global Private Equity Report

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

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

  5

  2013

  SEI Knowledge Partnership: H2 2012 Industry Update

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

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

  31

  2013

  Podcast: January 2013 Federal Open Market Committee

  With the start of the year, market participants and investors alike created new goals and hopes for a prosperous 2013. After a volatile 2012, the hopes and expectations for FOMC activity in 2013 may turn out to be very similar in fashion. There is ongoing debate about when the Committee will end its asset purchase program. Unfortunately, there is not a simple answer to this question.

  Investors held mixed expectations for the January FOMC meeting. To us, the bottom line is that everyone was looking for clarity around the Committee’s view on the economy, and the sustainability and outlook for additional purchases of Treasury and mortgage securities.

   

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

  17

  2013

  Video: Q4 2012 Global Economic Market Review

  Looking back at 2012, the ongoing financial crisis in Europe and political strife in the U.S. dominated the headlines and set a negative tone. Fortunately, the results from the financial markets were significantly better than the sentiment. Financials, Consumer Discretionary, Industrials and Materials drove gains for the quarter while Utilities, Energy, IT and Telecommunications struggled. For the year, all sectors posted gains with Financials and Consumer Discretionary again setting the pace. Our outlook for 2013 remains balanced and modestly positive.

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

  16

  2013

  Fourth Quarter Market and Performance Update

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

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

  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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll,Content Types:White Paper
• Jan

  15

  2013

  Video: 2013 Economic Outlook

  Jim Solloway, CFA, Managing Director of SEI's Portfolio Strategy Group, shares SEI's perspectives on the economy and our global economic outlook for 2013.

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary,Content Types:Video
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Categories:Private Banking.Managing Your Business,Content Types:White Paper
• Jan

  8

  2013

  Podcast: December 2012 Payroll Report

  The December payroll report provided another month of gains for the sector. Most investors and market participants were expecting an increase despite all of the uncertainty surrounding the fiscal cliff and the ensuing budget deal. At 155,000 jobs, the report fell right in line with the consensus average. The steady increase of jobs indicates the labor market may be gaining traction and pieces are lining up nicely for additional hiring in 2013, which should help the economy continue to grow.

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

  2

  2013

  The Fiscal Cliff: A Deal of Sorts

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

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

  2

  2013

  Markets Climb a Cliff of Worry

  Despite all the political and economic uncertainties in the world, financial assets registered robust gains in 2012. We expect 2013 to be characterized by improved global economic growth, less financial-market volatility in Europe and some calming of the political waters in the U.S. and elsewhere. While this should be good news for equity markets, we strongly believe that the 30-year secular bull market in bonds is drawing to a close.

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

  21

  2012

  Fiscal Cliff Update—Things Are Getting Messy

  For about a month, markets have seemed fairly confident that politicians would prevent the U.S. economy from tipping over the fiscal cliff. Risky assets have performed well during that time, while yields on perceived safe havens like U.S. Treasurys have been rising. The markets’ sanguine view may be changing, however, as the outlook in Washington has suddenly become quite unsettled.

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

  18

  2012

  November 2012 Market and Performance Update

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

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

  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]
  Article Types:Knowledge Center,Audience:Client,Audience:Partner,Audience:Prospect,Categories:IMS,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Infrastructure and Operations,Categories:IMS.Regulatory and Compliance,Content Types:White Paper
• Dec

  11

  2012

  Podcast: November 2012 Payroll Report

  November’s nonfarm payroll report provided a glass-half-full scenario. Most investors and market participants were expecting only a slight increase in job creation due to the damage Superstorm Sandy did to the East Coast. The consensus estimate was low, at 85,000. The actual outcome painted a completely different picture, with a gain of 147,000 jobs that can be entirely attributed to the private sector. This improvement combined with those leaving the workforce lowered the unemployment rate to 7.7% from 7.9%.

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

  4

  2012

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

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

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

  3

  2012

  Top 10 Operational Risks

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

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

  27

  2012

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

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

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

  27

  2012

  Futurewealth Report Part 1: The Digital World of the Futurewealthy

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

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

  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]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Strategic Perspectives,Content Types:Video
• Nov

  20

  2012

  October 2012 Market and Performance Update

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

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

  19

  2012

  Video: Global Market Review

  So far this year, despite an environment fraught with uncertainty, investors have had a generally positive experience. In this video presentation, Russ Ewing looks back at the factors that have impacted financial market so far in 2012 and discusses the issues that will impact investors through the remainder of the year. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Video
• 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]

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

  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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Presentation,Content Types:Video,Content Types:White Paper
• Nov

  11

  2012

  Noise, News and Investment Strategy

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

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

  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]

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

  19

  2012

  Q3 2012 Global Economic Market Review

  The third quarter represented yet another twist in the roller coaster ride that investors have been on this year. The first quarter saw a broad-based rally as investors took advantage of historically low equity valuations and the promise of central bank stimulus. This investor confidence didn’t last long as concerns over European and Chinese economies prompted investors to take profits and look for safety in the second quarter. By the beginning of the third quarter, the markets had erased the year’s gains and were in the red. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary,Content Types:Video
• 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]

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

  19

  2012

  Webinar: Cross Border Distribution

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

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

  18

  2012

  Third Quarter 2012 Market and Performance Update

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

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

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

  2

  2012

  Economic Outlook: Central Banks to the Rescue

  The Global Portfolio Strategies Group recently released its third-quarter 2012 Economic Outlook. Risky assets surged during the third quarter, building upon a rally that started in early June. Some of the strongest-performing markets had been among the worst performers for the better part of this year and last. Much has gone right in Europe over the past few months. Periphery countries have shown a greater willingness to work with the European Central Bank (ECB), which has stepped in as the lender of last resort in the eurozone. Much work remains to be done and an eventual Greek exit from the eurozone still seems likely in our view. [... More]

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video
• Sep

  19

  2012

  August 2012 Market and Performance Update

  Summer holidays meant a quiet month as market activity and trading volumes slowed. Riskier assets came back into favor thanks to stronger support from central banks. [... More]

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

  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]

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

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

  17

  2012

  July 2012 Market Update

  A degree of calm returned to the financial markets in July, but disappointing economic data ensured a subdued mood. [... More]

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

  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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video
• 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]

  Article Types:Knowledge Center,Audience:Client,Audience:Press,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:White Paper
• Aug

  3

  2012

  Podcast: July 2012 Payroll Report

  July’s labor data was not a game changer in our minds, but it was a step in the right direction. For a second month in a row, market participants were very optimistic leading up to the release of the report, as jobless claims had continued to point to a stabilizing labor market. The July ADP report, released two days earlier, sparked optimism with a strong print of 163,000 private sector jobs following June’s increase of 172,000. Overall, the labor market is stabilizing and in some cases showing signs of modest growth. However, stronger sustained growth is what is needed to shore up consumer confidence and reduce the unemployment rate. [... More]

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

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

  19

  2012

  Video: Capital Markets Update

  In this video presentation, Jim Solloway, of SEI's Portfolio Strategies Group, provides an update to SEI's view on the capital markets. Jim will discuss: how the markets have fared in the first half of 2012, key themes to keep an eye on for the remainder of the year, expectations for U.S. economic growth, and areas of the market where SEI sees opportunities. [... More]

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

  18

  2012

  Second Quarter 2012 Market and Performance Update

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

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

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

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

  15

  2012

  Video: SEI Fixed Income Update

  Fixed Income Portfolio Manager Joe Hondros provides an overview of the current economic and interest rate environment, highlights some of the themes and opportunities in the fixed-income market, and reviews SEI’s outlook for the fixed income markets for the remainder of the year. [... More]

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

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

  23

  2012

  2012 SEI Executive Conference Summary

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

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

  18

  2012

  First Quarter 2012 Market and Performance Update

  Investor confidence received a boost from continued central bank support in the U.S. and eurozone. Equity markets gained, with risky assets among the strongest performers. Bond market performance was held back by waning demand for government debt. [... More]

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

  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]

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

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

  12

  2012

  Podcast: March 2012 Payroll Report

  The March nonfarm payroll number came in at 120,000 jobs created, which was well below the consensus expectation of 205,000. This was the first report for the year in which the data was below the estimate. And was also the lowest reading since October 2011. The bottom line: U.S. hiring continues to increase, albeit at a slower pace. Confidence within the labor market remains solid, but will start to come into question if data continues to show signs of softening. [... More]

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

  9

  2012

  Video: Outlook on Inflation 2012

  Inflation is becoming a growing concern for investors. In the U.S. the Consumer Price Index (CPI) has fluctuated in a wide range over the past decade, and currently is running at a rate of 2.3%, slightly above the announced inflation target of the Federal Reserve. The consensus view of economists calls for a rapid moderation in headline CPI inflation. In SEI’s opinion, this forecast is optimistic. [... More]

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

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

  16

  2012

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

  [... More]

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

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

  17

  2012

  Video: 2012 Economic Outlook

  In this video presentation, Jim Solloway, CFA, managing director of SEI's Portfolio Strategy Group, shares a global economic outlook for 2012. He provides insights into the U.S. economic recovery, the continuing European debt crisis, as well as the outlook for emerging economies. [... More]

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

  14

  2012

  Video: January 2012 Macro Summary View

  2012 commenced with expectations of stronger economic growth. January’s economic calendar showed that momentum was slowing despite pockets of strength. The first read of fourth-quarter gross domestic product showed an increase of 2.8%. [... More]

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

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

  9

  2012

  Podcast: January 2012 Payroll Report

  January’s non-farm payroll number came in above expectations at 243,000, proving to be a very strong report for the start of the year after consensus estimates called for the addition of 140,000 jobs. Companies are gaining confidence, as reflected in recent labor data, and the encouraging news is being driven by overall growth within most sectors. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Podcast
• 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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• Jan

  23

  2012

  2012 SEI Global Hedge Fund Survey

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

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

  16

  2012

  The Future Wealth Report: A Client Revolution

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

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

  9

  2012

  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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
• Dec

  20

  2011

  Guidance for Setting ASC 715 Discount Rates and ROA Assumptions

  In this video presentation, Jon Waite, FSA, Chief Actuary for SEI's Institutional Group, reviews the current pension landscape and provides statistics and guidance to aid in ASC 715 rate setting. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Regulatory and Compliance,Content Types:Presentation,Content Types:Video
• 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]

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

  7

  2011

  The Generation Gap

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

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

  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]

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

  15

  2011

  2011 Annual CFO Forum for Alternative Managers

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

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

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• 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]

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Strategic Perspectives,Content Types:Quick Poll
• 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]

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

  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]

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

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

  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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Presentation,Content Types:Video
• 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]

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

  1

  2011

  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]

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:Video
• May

  25

  2011

  Video: Outlook on Inflation

  In this video presentation, Terry Gerlich, CFA, Director of Client Investment Strategy, addresses the concern that many investors have over the possibility of rising inflation. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Content Types:Commentary,Content Types:Video
• 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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Categories:Private Banking.Managing Money,Categories:Private Banking.Managing Your Business,Content Types:Commentary,Content Types:Presentation
• 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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:Commentary
• 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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Market and Economy,Categories:Wealth.Wealth to Prosperity,Content Types:Commentary,Content Types:White Paper
• 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]

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

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• Apr

  7

  2011

  Investment Managers Optimistic But Remain Focused on Increasing Efficiency

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

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

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

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

  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]

  Article Types:Knowledge Center,Audience:Client,Audience:Press,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Categories:Wealth.Wealth to Prosperity
• 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]

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

  16

  2011

  Video: Oil, Water, Food and Money - An Economic View of Political Tensions in the Middle East

  In February, political turmoil in Egypt led to the temporary closure of that country's stock market and banking system. Unrest in other countries in the region has raised questions about the implications for financial markets. This video explores the potential impact of this political tension on the supply of oil and food, as well as the impact on the global financial system. [... More]

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

  16

  2011

  Japan: Too Early to Tell

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

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

  3

  2011

  Why Are Pension Plan Sponsors Switching 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 such a change would make sense for their organizations. [... More]

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

  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]

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

  25

  2011

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

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

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

  16

  2011

  2011 Economic Outlook

  SEI presents a brief 2011 Economic Outlook Video reviewing key points from 2010 and what to look for in 2011. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Presentation,Content Types:Video
• 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]

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

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

  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]

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

  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]

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

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:Commentary,Content Types:White Paper
• 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]

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:Commentary
• 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]

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

  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]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Institutions.Regulatory and Compliance,Categories:Institutions.Strategic Perspectives,Content Types:White Paper
• Nov

  5

  2010

  Multiemployer Disclosure Requirements Summary

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

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

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:Video
• 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]

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

  27

  2010

  Macro-Dominated Markets and Spiking Correlations: Current Challenges and Future Opportunities

  A recent article in The Wall Street Journal focuses on how macroeconomic themes are currently a driving force in U.S. financial markets, much to the frustration of stock pickers. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• 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]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:Presentation,Content Types:Video
• 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]

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

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• 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]

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

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

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

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

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

  7

  2010

  An Update on the Greek Sovereign Debt Crisis

  In the past few weeks, concerns about whether or not Greece will default on payments related to its sovereign debt have reached a fever pitch. The Dow Jones Industrial Average plunged nearly 1,000 points before recovering significantly, ending the day down just over 300 points. [... More]

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

  7

  2010

  Jones v. Harris Implications

  In light of the landmark Jones v. Harris  case, the SEI Knowledge Partnership recently hosted a webinar to discuss the case and its impact on the mutual fund industry. [... More]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Podcast
• Mar

  29

  2010

  Outlook on Global Sovereign Debt

  Since global markets began their downward spiral, the coordinated efforts of central banks and governments have helped avoid systemic collapse, and the global economy has been on the road to recovery. However, fears about sovereign debt have escalated. [... More]

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

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• Mar

  16

  2010

  Alternative Investment CFO Forum Executive Summary

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

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

  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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Infrastructure and Operations,Content Types:Commentary
• Mar

  2

  2010

  CFO Summary: The Implications of the FASB Pension Disclosure Guidelines

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

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

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

  27

  2010

  Commentary: Regulation and Recovery: A Volatile Mix

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

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• 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]

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• 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]

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

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

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

  15

  2009

  Commentary: An Assessment of President Obama’s Proposed Financial Reform Legislation

  While the plan offers increased supervision for non-banks, early identification of firms whose collapse would cause systemic issues, and enhanced consumer protection, there are many aspects that have been met with skepticism. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Wealth,Categories:Wealth.Financial Insights,Content Types:Commentary
• Jun

  22

  2009

  Help Investors Overcome Irrational Behavior with Goals-Based Investing

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Content Types:Commentary,Content Types:White Paper
• 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]

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

  12

  2009

  Hedge Fund Regulatory Update: The Regulatory Wagons are Circling

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

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

  15

  2009

  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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:White Paper
• 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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:White Paper
• 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]

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

  19

  2008

  Distribution Wrap-Up

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

  [... More]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:Presentation
• 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]

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper
• Dec

  10

  2008

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

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Content Types:Commentary
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Categories:IMS.Regulatory and Compliance,Content Types:Presentation
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper
• 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]

  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:IMS,Categories:IMS.Regulatory and Compliance,Content Types:Presentation,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Content Types:White Paper
• 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]

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

  27

  2008

  Commentary: Presidential Elections and the Stock Market

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

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

  Article Types:Knowledge Center,Audience:Client,Audience:Prospect,Categories:IMS,Categories:IMS.Distribution and Packaging,Categories:IMS.Industry Trends and Analysis,Content Types:Video,Content Types:White Paper
• 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]
  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Advisor.Practice Management,Content Types:White Paper
• Mar

  26

  2008

  During Volatile Markets, Reach Out to Your Clients

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

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Practice Management,Content Types:White Paper
• Dec

  15

  2007

  Five Critical Challenges for Hedge Funds

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

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