KNOWLEDGE CENTER

You’ll turn to the Knowledge Center again and again for credible, authoritative analysis, extending beyond the “what” to the “how.”

The Knowledge Center Archive allows you to filter materials by the markets we serve and by material type.

• Aug

  8

  2012

  The Relationship Business: Expect the Unexpected

  At its heart, wealth management is a service business built on the power of personal relationships. According to SEI sponsored research, investor perception of the client-manager relationship entails far more than just the one-on-one interaction with their wealth managers [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:White Paper
• Jul

  27

  2012

  Objectivity and the Client Experience

  Clients place great importance on their wealth manager's ability to listen to them and gain a deep understanding of their needs. What does objectivity really mean? How can wealth managers communicate objectivity to their clients? [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:Commentary
• Jul

  20

  2012

  Independence: The Right Standard?

  The financial crisis left lasting effects on the wealth management industry. Today's investors expect more from their wealth managers than ever before. What impacts do their increasing demands have on your business? [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Content Types:Commentary
• Jun

  29

  2012

  Tackling Transparency

  Tackling Transparency is the first in a series of five articles about the lasting effects the financial crisis has had on the wealth management industry. What does transparency truly means to your clients? Find out how to focus on the quality, not the quantity, of your reporting. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Customer Relationships,Content Types:Commentary
• Mar

  5

  2012

  Is Iran About to Receive a SWIFT Kick?

  While many analysts are concerned about the possibility of military conflict between Iran and the West over the former’s nuclear ambitions, economic and financial sanctions against Iran continue to escalate. In recent months, Europe and the U.S. have put increasing pressure on the Society for Worldwide Interbank Financial Telecommunication to stop facilitating cross-border financial transactions for Iranian banks. SEI is monitoring the situation primarily from a market risk and asset allocation perspective. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  14

  2012

  Commentary: The Five Stages of Greece

  Psychiatrist Elisabeth Kübler-Ross is best known for her theoretical model of The Five Stages of Grief, which holds that, when faced with a catastrophic loss, most individuals pass through five distinct emotional stages—Denial, Anger, Bargaining, Depression and Acceptance. Interestingly, Greece’s experience as a member of the single-currency eurozone appears to be following a similar trajectory. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Advisor,Categories:Advisor.Investments,Categories:Institutions,Categories:Institutions.Markets and Economy,Categories:Private Banking,Categories:Private Banking.Managing Money,Categories:Wealth,Categories:Wealth.Market and Economy,Content Types:Commentary
• Feb

  25

  2009

  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 organisations managing pensions and how they are responding to ongoing worldwide investment volatility. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Institutions,Categories:Institutions.Investment Management,Categories:Institutions.Markets and Economy,Content Types:Quick Poll
• May

  15

  2008

  War for Talent Whitepaper

  SEI conducted two surveys in 2007 to identify the most important factors influencing a firm's ability to attract and retain high performing Relationship Managers. The first study targeted top executives within wealth management organizations, while the second study sought the opinions of RMs themselves. [... More]

  Article Types:Knowledge Center,Audience:Prospect,Categories:Private Banking,Categories:Private Banking.Managing Your Business,Content Types:White Paper