The Future of Pension Investment Management
September 2007
Plan sponsors are re-evaulating current plan management.
Liability Driven Investing
June 2007
The Global truth on use of these strategies.
DB Retirement: Shifting Gears
May 2007
Making the case for shifting the pension investing focus.
Have you called your MoM?
(PDF - 213KB) March 2007
Manager of Managers help plan sponsors expand their portfolio strategies.
Take it Outside
(PDF - 93KB) November 2006
Plan sponsors outsourcing DB plan management.
Top-performing bond funds just wanted to reduce risk
(PDF - 18KB) October 2006
SEI bond products help manage pension risk.
Investment climate risky for frozen DB plans
(PDF - 165KB) October 2006
Organizations with frozen DB plans must adopt a long-term strategy that supports modified plan design and investment climate changes.
The Future of Pension Plans
(PDF - 479KB) October 2006
Companies are changing how plans are managed to address growing complexity.
Traditional Communication Methods Failing DC Plan Members
(PDF - 286KB) September 2006
The diversity and demographics of CAP members may mean the current methods of communicating with them are not working. Susan de Vries, of SEI, looks at why these methods are failing and what sponsors can do to remedy this.
Frontlines - A study in change
(PDF - 37KB) September 2006
DB plans should take a holistic approach to plan design studies.
Pension Freeze Frame
(PDF - 1.0MB) August 2006
Before making plan changes, design studies need to be expanded.
Financing the promise
(PDF - 84KB) December 2005
Plan sponsors can no longer afford to think about their pension plans without looking at them from a corporate finance perspective.
Shooting For Your Goal
(PDF - 287KB) August 2005
A goals-based approach to investing increases the possibility of scoring success in retirement planning.
Attitudinal Segmentation of CAP Members
(PDF - 1.2MB) May 2005
Richard Deaves, of the Michael G. DeGroote School of Business at McMaster University explores the creation of education and communication programs that address attitudinal differences between DC plan members.
DC Risks 101
(PDF - 2.2MB) April 2005
The CAP guidelines do not address education. But education crafted around the pre-packaged portfolios offered to members can be especially useful.
Unravelling a Knotty Problem
(PDF - 318KB) April 2005
Richard Deaves, of the Michael G. DeGroote School of Business at McMaster University investigates the gap between self-directed plan members' actual and perceived levels of investment knowledge.
Enhancements to SEI's Futures Strategy
(PDF - 74KB) January 2005
Revisions to the MLM Index in the SEI Futures Index Fund and SEI 3XL Futures Index Fund have been customized to the Canadian investment landscape, substantially improving the risk/reward ratio.
DC Pension Plan Member Study: Psychographic Profiles
(PDF - 76KB) November 2004
DC plan members exhibit five distinct psychographic profiles towards education, advice, and confidence.
DC Members Suffer Consequences of Overconfidence
(PDF - 1.0MB) October 2004
Richard Deaves, of the Michael G. DeGroote School of Business at McMaster University investigates the knowledge level of DC plan members.
DC Pension Plan Member Study
(PDF - 75KB) May 2004
Canadian employees are more pessimistic than employers about their future retirement. Both groups do not believe employees will have enough to retire on and won't be able to retire when they want to.
DC Pension Plan Sponsor Study
(PDF - 72KB) January 2004
120 Canadian pension plan sponsors share the issues and the challenges they face in manageing DC plans.
Lifecycle Lifeline
(PDF - 116KB) January 2004
Studies show that many employees have little or no investment knowledge. Giving them the option of a life-cycle fund can prevent disaster.
Facing a new reality
(PDF - 169KB) July 2003
Plan sponsors have woken up to the financial reality of pension plans. The trick now is to deal with this reality in a proactive manner.
To view the files, you will need the current version of Adobe® Acrobat® Reader®. Download this for free from www.adobe.com or click on the link at the bottom of this page.
