Institutional Investors Knowledge Center
Filter By:
- CFO Summary: The Implications of the FASB Pension Disclosure Guidelines
02 March 2010
Financial executives overseeing pension plans were thrown yet another challenge in plan management.
[... More]
- 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.
[... More]
- Quick Poll: The Top 10 Priorities for Pension Plan Sponsors in 2010
11 February 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]
- 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.
[... More]
- 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.
[... More]
- Outlook 2010: How Nonprofits Are Responding to Investment Challenges
06 January 2010
Nonprofit executives respond to a poll regarding the challenges that resulted from recent events on the alternative markets.
[... More]
- 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.
[... More]
- SEI 2009 FAS 87 Research Series
16 December 2009
The volatility of the capital markets and interest rates over the past two years has continued to wreak havoc on the funded status of corporate defined benefit plans in the United States.
[... More]
- Commentary: What About Gold?
11 December 2009
Gold is now trading at a record high, and interest in the commodity continues to grow. This is a typical pattern seen during difficult economic times when investors seek a hedge against financial uncertainty, which can be found in abundance as 2009 draws to a close.
[... More]
- 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.
[... More]
- Liability Driven Investing: Globally, LDI Has Entered the Mainstream
17 November 2009
This poll examines how feelings around LDI strategies have changed over the past three years.
[... More]
- 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.
[... More]
- Commentary: Debt Deleveraging and the Economy: The “Morning After” in America
12 October 2009
Ronald Reagan’s successful 1984 campaign slogan, “It’s morning again in America,” summed up the mood of a nation emerging from a deep recession. A quarter of a century later, America is at another major turning point, but this time it feels more like the morning after. SEI’s Global Portfolio Strategies Team has published a paper looking at potential economic changes.
[... More]
- 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.
[... More]
- 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.
[... More]
- Taking Back Control of Pensions
- The Pension Management Research Panel conducted a global Quick Poll with a goal of determining what changes pension executives are currently making and what the expectations are moving forward. [... More]
- 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.
[... More]
- The Pension Tension: 7 Critical Questions Weighing on the Minds of Financial Executives
- A Quick Poll addresses questions around the impact of recent investment volatility. [... More]
- Commentary: Second Quarter 2009 Market and Performance Update
20 July 2009
“Less bad” news fuels a surge in investor risk appetite in second quarter.
[... More]
- 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.
[... More]
- Nonprofits Look for Investment Management Answers in Response to Ongoing Volatility
- A Quick Poll looks at how nonprofit organizations are searching for answers in response to the ongoing market volatility. [... More]
- 2009 Economic Outlook: Assessing Public Policy and the Loss of Wealth
16 April 2009
According to our central outlook, unprecedented amounts of monetary and fiscal stimulus should promote recovery in most countries within the next 6-12 months. However, the cost of the stimulus is that the next expansion will be difficult to sustain.
[... More]
- Liability Driven Investing (LDI) - Three Reasons For Caution in Today's Implementation
31 March 2009
As financial executives consider LDI strategies as a possible response to a volatile market environment, there are three considerations as to why the timing requires a judicious approach.
[... More]
- 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.
[... More]
- Rebalancing Reset: A New Approach in a New World of Institutional Investing
- While rebalancing is an important strategy that should continue to remain in place, institutions should consider revisiting their policies and implementing a less static approach. [... More]
- Higher Education Concerned About Impact of Investment Portfolios on Credit Ratings
- 05 March 2009
This poll, conducted by the Nonprofit Management Research Panel, reveals that higher education institutions are concerned not just about potential credit downgrades, but the overall management of organizational finances. [... More]
- A Market Gone Bad: How Are Pensions Around the World Responding?
- The Pension Management Research Panel recently conducted a global Quick Poll of pension executives from five markets, examining the extent of the impact last year had on organizations managing pensions and how they are responding to ongoing worldwide investment volatility. [... More]
- Commentary: Reading the Tea Leaves — Fed Policy and Economic Recovery
19 February 2009
The need to navigate and assess short-term interest rate policy through a new paradigm is a part of the legacy created by the financial upheavals that occurred in 2008.
[... More]
- Commentary: Money Market Update
December 2008
Over the last few months, the short term markets have been roiled by a severe deterioration in economic conditions and the ongoing instability and illiquidity in the credit market. [... More]
- Commentary: Fed Rates and SDIT
19 December 2008
[... More]
Fed takes historic action, cuts key interest rate to near zero; SEI SDIT Treasury and Treasury II funds close to new investors.
- Commentary: A Brief History of US Economic Crises: 1929 - Present
10 December 2008
[... More]
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
[... More]
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.
- Commentary: Timeline of Central Bank and Government Action During Credit Crisis
November 2008
[... More]
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
[... More]
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.
- Commentary: Staying Focused on Long-Term Investment Opportunities
- 10 September 2008
With stories of financial mayhem dominating the news, investors’ minds are focused on the here and now (which doesn’t look very rosy) and thoughts of the long-term can easily get pushed to the background. “What next?” seems to be the question on every investor’s mind. [... More]