Defined Benefit Solution Overview

By integrating processes that were historically disconnected, SEI's Fiduciary Management solution supports timely decision-making, proactive risk management, and more consistent investment results. Our solution includes the following components: 

 

 

Strategic Advice

  • Goal setting and monitoring
  • Asset/liability studies
  • Investment policy formulation

Investment Management

  • Portfolio structure
  • Manager research and selection
  • Active asset class management 

Risk Management and Monitoring

  • Multi-level risk analysis and reporting
  • Consolidated portfolio analysis and reporting
  • Stress testing

Active LDI

  • Active management relative to liabilities
  • Glidepath optimization
  • Capital markets points-of-view

Goals-based Reporting

  • Reconciliation of funded status
  • Pension surplus decomposition
  • Attribution of interest rate changes

 Other Optional Services

  • Trust and custodial services
  • Benefit payment administration
  • Pension administration and actuarial services

 

SEI's Fiduciary Management Solution for Defined Benefit Plans