Private Banks Knowledge Center
The Private Banks Knowledge Center offers a wealth of information regarding managing your customer relationships, money and your business.
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- Market Update: 5 March 2010
5 March 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 26 February 2010
26 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Commentary: January 2010 Market and Performance Update
24 February 2010
Global equity markets fell on concerns that tighter regulations will stymie growth, Greek government bonds were downgraded and Japanese government bonds were warned of a possible downgrade, and the Japanese yen and the U.S. dollar strengthened against sterling and the euro.
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- Market Update: 19 February 2010
19 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 12 February 2010
12 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- Market Update: 05 February 2010
05 February 2010
Our weekly market update on the economy, stocks, and bonds.
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- 2010 Economic Outlook
03 February 2010
We expect a sustained economic recovery in 2010, although there remain obvious areas of weakness — the household sector, small business, state and local governments and construction. Download our 13-page commentary.
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- Market Update: 29 January 2010
29 January 2010
Our weekly market update on the economy, stocks, and bonds.
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- Commentary: Fourth Quarter 2009 Market and Performance Update
18 January 2010
SEI believes there have been continued signs of improvement in the world economy during the past quarter, which should keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead.
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- Commentary: November 2009 Market and Performance Update
18 December 2009
SEI believes there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead.
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- Commentary: October 2009 Market and Performance Update
18 November 2009
We believe there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the global financial markets on track, although the pace of gains is likely to be more tempered in the months ahead. In particular, we would expect to see a more balanced performance between high- and low-quality stocks, large versus small companies and developed versus emerging markets.
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- Commentary: Third Quarter 2009 Market and Performance Update
28 October 2009
A combination of improvement in economic indicators and an increasing appetite among investors to take on additional risk continued to drive stock and bond markets higher over the third quarter.
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- Commentary: Global Banks and Systemic Risk
07 October 2009
There was a time when global banks, these large multi-national financial institutions with asset sizes in the trillions of dollars, were lauded for their acumen in growing assets, diversifying their portfolio across the globe and having the scale to exercise market-moving trades. What became clear in the last two years was the ripple effect that these banks can have across their peers and the entire financial market when they crash.
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- Commentary: Oil Prices and the Economy
28 September 2009
The Global Portfolio Strategies Team has published an article exploring the prospect for a longer-term trend of rising oil prices to create headwinds for U.S. economic growth.
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- Commentary: August 2009 Market and Performance Update
16 September 2009
SEI believes the global economy is going through a healing process, with growth continuing in the developing economies of the world and signs of improvement in developed economies. Over the next year, SEI expects to see decent economic growth across the globe and a rebound in corporate profits. However, as we approach 2010, there will be some headwinds.
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- Commentary: July 2009 Market and Performance Update
18 August 2009
In SEI’s view, the global economic recession may still be with us, but it has eased considerably in recent months.
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- Commentary: Second Quarter 2009 Market and Performance Update
20 July 2009
“Less bad” news fuels a surge in investor risk appetite in second quarter.
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- Commentary: Stop Bashing the Buck
16 July 2009
In our opinion, deficit spending and aggressive monetary easing have been appropriate responses to the crisis, preventing an even steeper downturn (and the associated revenue drain from the government’s coffers) than might have otherwise occurred.
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- Stimulus Package: An Overview and Outlook
13 March 2009
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.
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- Commentary: A Brief History of US Economic Crises: 1929 - Present
10 December 2008
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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.
- Commentary: Commercial Mortgage-Backed Securities
10 December 2008
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The recent spread widening in the commercial mortgage-backed securities sector has been driven more by technical conditions, rather than a real deterioration of credit fundamentals. That is not to say that the fundamental credit outlook for the commercial real estate sector is positive.
- The Transformation of Wealth Management - Part 2
- By 2007, high-net-worth investors around the globe had accumulated assets valued at approximately 50 trillion US dollars, yet only half of that wealth was managed by professionals. A recent VIP Forum study may help to explain the discrepancy. [... More]
- Commentary: Timeline of Central Bank and Government Action During Credit Crisis
November 2008
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SEI has created a timeline of action taken by governments and central banks of the US, UK and Europe to deal with the continuing credit crisis. This is not meant to be an exhaustive list of every action taken, but should include all significant steps taken through November 7, 2008.
- Commentary: Presidential Elections and the Stock Market
27 October 2008
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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.
- Retirement Quick Poll: "Keeping Clients Focused"
SEI conducted a quick poll to better understand the concerns and attitudes of investors as they plan for retirement, as well as the challenges bank wealth managers face in serving them.
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- War for Talent Whitepaper
- SEI conducted two surveys in 2007 to identify the most important factors influencing a firm's ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organizations, while the second study sought the opinions of RMs themselves. [... More]
- The War for Talent - 2007 Q3 Relationship Manager Quick Poll Results
SEI recently conducted a Private Banking Quick Poll that indicates Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.
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- Client Needs Discovery: A Powerful Tool to Improve Your Results
SEI delivered a presentation entitled "Client Needs Discovery: A Powerful Tool to Improve Your Results" at SourceMedia's Seventh Annual Wealth Management Forum in Chicago, which discussed how unmet needs among the emerging wealthy present a tremendous opportunity for bank wealth management organizations.
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- Open Architecture and its Role In Wealth Management
SEI's Ron Albahary, Managing Director for the Private Client Asset Management Group, discussed the opportunities and challenges of open architecture for banks, its historical place in the industry and the rationale for both wealth managers and clients.
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- SEI Executive Quick Poll Verifies that the War for Relationship Management Talent Exists Globally
SEI released an Executive Quick Poll today that shows increased relationship management turnover and compensation expenses in 2006, particularly in countries outside the United States. Poll respondents indicated that brand, culture, and strategic business direction were critical to recruiting and retaining talent.
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- SEI Executive Quick Poll Shows Bank Wealth Managers Rapidly Embracing Open Architecture Investment Solutions
- SEI released an Executive Quick Poll today that shows bank wealth managers are rapidly moving toward implementing open architecture investment solutions in their quest to meet evolving client needs. [... More]
- Building Relationships with Wealthy Boomers
This new report entitled Discovery: A Fresh Approach to Building Relationships with Wealthy Boomers examines the need for wealth managers at banks and trust institutions to transform their business in order to successfully meet the needs of the emerging baby boomer wealth market.
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- Delivering to Boomers
Read the transcript from the keynote address at the 2005 ABA Wealth Management and Trust Conference given by Al West, Chairman and CEO of SEI.
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