SEI Knowledge Partnership

Insights for Investment Managers

The SEI Knowledge Partnership is an ongoing source of actionable business intelligence and guidance for SEI’s investment manager clients. Through the Partnership, we engage clients and industry experts to analyze the trends and issues that will shape business conditions in the years to come, enabling them to keep abreast of changing best practices, and craft more competitive business strategies.

You’ll interact with a wide range of industry experts from both within and outside SEI – together, we’ll elevate the discussion of key developments beyond the industry norm through:

  • Interactive web seminars on timely top-of-mind issues
  • Concise briefing papers on emerging developments and new areas of business opportunity
  • An online knowledge center
  • Conferences that put a shifting industry landscape into perspective and look ahead to changes on the horizon
  • The Global Asset Management Product Guide which addresses the requirements of specific products and their key features and helps investment managers make important decisions about their product and distribution strategy

Addressing key issues

We understand that information is available everywhere, at all times and in all formats. Rather than adding to information overload, we help decision-makers cut through the noise with focused analysis and new ways of understanding the issues related to:

  • Developing and maintaining an increasingly complex compliance program
  • Benefiting from, and adjusting to, recent regulatory changes
  • Creating a state-of-the-art operational solution
  • Meeting the changing demands of institutional and retail investors
  • Delivering the client experience sophisticated investors demand
  • Measuring business performance

Explore the research materials below from the SEI Knowledge Partnership.

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

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    • January 27, 2012
    • 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]
    • November 07, 2011
    • 2011 SEI Global Private Equity Survey
    • The private equity market is finally exhibiting some vital signs, several years after activity came to a virtual standstill when cheap credit evaporated amid the global financial crisis. Fund managers and investors alike are relieved to
      see unmistakable signs of a recovery.  [... More]
    • April 07, 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]
    • October 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]
    • October 08, 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]
    • September 30, 2010
    • Webinar: SMA Industry Overview
    • The SEI Knowledge Partnership recently hosted an SMA Industry Overview presented by Jean Sullivan of Dover Financial Research. [... More]
    • September 09, 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]
    • July 29, 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]
    • July 28, 2010
    • What are Institutional Investors Saying About Private Equity?
    • SEI Knowledge Partnership's research report, "Private Equity Investors – Committed Yet Concerned," provides valuable information for private equity managers about institutional investors’ current behaviors, motivations, and concerns.
      [... More]
    • April 07, 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]
    • March 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]
    • August 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]
    • August 02, 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]
    • July 24, 2009
    • 15(c) Process Web Seminar
    • As a mutual fund adviser, you play an important role in the renewal of a mutual fund’s investment advisory contract. In light of recent events, this web seminar was designed to help you better understand how the Board of Trustees and fund advisers handle the 15(c) process.  [... More]
    • June 10, 2009
    • Impacts of the Summary Prospectus Rule Changes
    • On March 31, 2009, SEC rules adopting new mutual fund disclosure and prospectus delivery requirements became effective. SEI panelists discussed the new rules and how we plan to assist our clients with compliance. [... More]
    • March 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]
    • December 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]
    • December 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]
    • December 19, 2008
    • Distribution Wrap-Up

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

      [... More]
    • December 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]
    • December 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]
    • December 08, 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]
    • December 08, 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]
    • December 02, 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]
    • December 02, 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]
    • December 01, 2008
    • Compliance Program Countdown

    • Four years ago funds and advisors were requred to have a comprehensive compliance program documented and implemented. SEI made sure to help you ready.

      [... More]
    • November 17, 2008
    • 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]
    • November 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]
    • November 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]
    • November 07, 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]
    • October 09, 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]
    • December 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]

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