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The SEI Knowledge Partnership is an ongoing source of actionable business intelligence and advice for SEI’s investment management clients. It engages clients and industry experts in analyzing the trends and issues that will reshape business conditions in the years to come.

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 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
  • Our annual business climate review

Addressing key issues

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 a compliance program
  • Benefiting from recent regulatory changes
  • Creating a state-of-the-art operating solution
  • Meeting the changing demands of institutional and retail investors
  • Delivering a client experience wealthy investors want
  • Measuring business performance

Explore the research materials below from the SEI Knowledge Partnership.

If you are an SEI client and have forgotten your username and password, please contact your relationship manager.  If you do not have a username and password, please contact us to request access to the SEI Knowledge Partnership.

 

    • Traditional Regulatory Update: The Next Wave
    • With the first wave of regulatory action in the rearview mirror, investment managers and mutual fund sponsors can expect a fresh wave of regulation. SEI gathered a team of experts to analyze several prospective regulatory issues that could significantly impact investment managers and the mutual fund industry in particular. [... More]
    • Key Insights from the 2009 SEI Executive Conference
    • SEI brought together leading industry experts at our 6th annual 2009 SEI Executive Conference to explore how investment managers can succeed in the current economic climate and capitalize on the opportunites that will arise ahead. This executive summary provides highlights of the conference sessions. [... More]
    • 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]
    • 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]
    • 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]
    • 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]
    • Sizing Up the DCIO Market Opportunity
    • The SEI Knowledge Partnership is pleased to announce our new series of research insights for investment managers, Strategy Briefs. The first series of Strategy Briefs will be focused on the defined contribution investment only (DCIO) market opportunity for investment managers. [... More]
    • SEI Executive Conference Summary

    • The Executive Conference is held annually by SEI’s Investment Manager Services Unit and is attended by senior executives of SEI client firms for two days of discussion, networking, and presentations.

      [... More]
    • New Legal and Regulatory Challenges

    • As the regulatory landscape continues to change, companies should start to focus on certain key regulations and begin to shape their business to foster a "culture of compliance."

      [... More]
    • Creating a Culture of Compliance

    • Mutual funds and investment advisors everywhere are grappling with new SEC requirements to develop, and begin implementing, an “overall compliance program.”  What does that mean? And how can it best be accomplished? [... More]
    • 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]
    • The New Hedge Fund Environment

    • As the SEC moves to bring hedge funds under stricter regulation, fund advisors are entering a new era—one that will fundamentally change the way they do business.  What will it all mean?

      [... More]
    • 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]
    • 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]
    • Product and Distribution Update

    • Mutual funds, ETFs, managed accounts and alternatives—all of these product categories enjoyed robust growth last year.  But managers who want a real handle on opportunity need to consider the many stories behind those headlines.

      [... More]
    • Raising the Bar: How your Compliance Strategy Should Change

    • Now that investment managers and mutual funds are into the the SEC’s compliance program rule, chief compliance officers (“CCOs”) and those to whom they report generally have become more comfortable with the requirements. However, that doesn’t mean things will necessarily be easier for CCOs in the future.

      [... More]
    • 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]
    • 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]
    • 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]