SEI Knowledge Partnership Feed

How to Meet Operational Challenges

Thu, 14 Dec 2017 00:00:00 -0500

Institutional investors have a long history of investing in alternative assets�to optimize returns and diversify their portfolios

Practical Tips to Help Navigate the Middle Office Outsourcing Transition

Tue, 07 Nov 2017 00:00:00 -0500

Our research found that asset managers now face nine serious challenges, causing�many of them to take a renewed look at their operational capabilities

Webinar: Investment Company Reporting Modernization Solution Update

Wed, 27 Sep 2017 00:00:00 -0500

Learn more about our solution which has been designed to help you efficiently meet the SEC�s stringent deadlines for Form N-PORT and Form N-Cen filings.�

Finding Success as Alternatives Converge

Wed, 13 Sep 2017 00:00:00 -0500

The alternative investments industry has been growing in leaps and bounds -- so how can managers best position themselves to benefit?

Innovations in the Defined Contribution Market

Tue, 08 Aug 2017 00:00:00 -0500

Flexibility and creativity are the keys to success in the evolving DC market

Webinar: Advisors' Inner Circle and RIC Modernization

Tue, 20 Jun 2017 00:00:00 -0500

Webinar: The SEC Registered Investment Company Modernization

Wed, 21 Jun 2017 00:00:00 -0500

During this 40-minute webinar our experts cover the new regulations and how they may affect your business.

2017 Executive Conference Speaker Summaries

Tue, 09 May 2017 00:00:00 -0500

Download summaries of the speakers' presentations from the 2017 Executive Conference�

The Investment Management Operating Model 2.0

Fri, 02 Jun 2017 00:00:00 -0500

Asset management firms are shifting their technology and operations strategies.

Cybersecurity: Staying Safe in a Perilous World

Sat, 13 May 2017 00:00:00 -0500

Financial institutions are a favorite�target of hackers and cybercriminals.�Faced with increasingly sophisticated�threats, what can asset managers do to�keep their assets and investors safe? Is it an�arms race, or is there a better way?

The Defined Contribution Market Meets Its Match

Mon, 01 May 2017 00:00:00 -0500

The DC market now comprises 60% of industry assets and is still growing.

Webinar: The Future of Private Equity

Fri, 06 Jan 2017 00:00:00 -0500

Growth Opportunities for European Asset Managers

Wed, 26 Oct 2016 00:00:00 -0500

SEI�s subject matter experts in CITs and mutual funds discuss how these vehicles are�reshaping the U.S. retirement market in this 10 minute video.

The Future of Private Equity

Sat, 22 Oct 2016 00:00:00 -0500

The PE market is evolving quickly, perhaps more so than any other sector of the asset management industry. What is it likely to look like in the future?�

Middle Office Webinar: A Hidden Source of Competitive Advantage

Wed, 21 Sep 2016 00:00:00 -0500

Join our experts as they uncover trends and opportunities surrounding middle office operations.�

The Upside of Disruption

Thu, 16 Jun 2016 00:00:00 -0500

Our latest white paper explores innovation through five trends that are reshaping our world.

Middle Office: A Hidden Source of Competitive Advantage

Tue, 24 May 2016 00:00:00 -0500

Investment management firms have long equated competitiveness with the performance of their portfolios. However...�

2016 Executive Conference: The Power of WHAT IF Speaker Summaries

Mon, 09 May 2016 00:00:00 -0500

Download the speaker summaries from the 2016 Executive Conference.

Forces of Change in an Evolving Retirement Market

Wed, 30 Mar 2016 00:00:00 -0500

This white paper explores these opportunities for asset managers, the trends that brought them about, and how they are transforming the retirement market.

ETF 2.5: Factors Fueling the Next Phase of Growth

Thu, 21 Jan 2016 00:00:00 -0500

ETFs continue to broaden their reach as they penetrate new investor segments, distribution channels and geographic markets.�

Webinar: Forces of Change in an Evolving Retirement Market

Wed, 04 Nov 2015 00:00:00 -0500

The retirement market is maturing as transformative trends play out. Join SEI experts John Alshefski and Robert Muse, and Strategic Insight's Bridget Bearden as they discuss dynamics in the retirement market today and opportunities going forward.�

ETF 2.0 Shaped and Fueled by Six Key Trends

Tue, 07 Jul 2015 00:00:00 -0500

ETF business opportunities are rapidly expanding. Our webinar covers six of the trends and success factors.�

2015 Executive Conference

Fri, 24 Apr 2015 00:00:00 -0500

Each year, the SEI Investment Manager Services division holds an Executive Conference to explore trends transforming the competitive landscape for asset managers. Read summaries of the panelists' presentations...

Vital Compliance Concerns Facing Today's Investment Managers

Thu, 09 Apr 2015 00:00:00 -0500

A panel of experts from SEI, BasisCode, and EisnerAmper discuss best practices, technology and data management, expertise and controls, and how to use the growing compliance demands as a business differentiator.�

The Evolving Regulatory Landscape

Fri, 10 Apr 2015 00:00:00 -0500

The Annex IV reporting is yet another regulatory requirement that is impacting�the operations of private equity managers. �This webinar covers some of the challenges and the ways managers can work around them...

Six Trends Shaping the Next Generation of ETFs

Mon, 26 Jan 2015 00:00:00 -0500

Just 20 years ago, exchange-traded funds (ETFs) were novelties. Now, after decades of explosive growth, they are firmly entrenched in the asset management landscape.

Private Equity Liquidity: A Work in Progress

Fri, 23 Jan 2015 00:00:00 -0500

Many private equity investors believe the asset class has become more liquid, but is it sufficient? Read the latest research.

Stepping Into Social Media

Fri, 14 Nov 2014 00:00:00 -0500

Eight tips to help investment managers develop effective social media strategies.

Evolving in the New Operational Frontier

Wed, 10 Dec 2014 00:00:00 -0500

Our upcoming white paper, Evolving in the New Operational Frontier, takes a close look at�nine key challenges that define the new back office.

Where are Active ETFs Headed?

Tue, 24 Jun 2014 00:00:00 -0500

While some still regard exchange traded funds (ETFs) as passive, beta-indexing tools for basic market exposure, the rise of active management in the ETF space may well be the industry�s next evolutionary step.

What to Know When Approaching the RIA Market

Wed, 11 Jun 2014 00:00:00 -0500

The RIA market is often an initial target area for mutual fund or ETF managers due to the institutional and entrepreneurial nature of RIAs.� Before developing an RIA strategy there are several questions that need to be answered and servicing requirements that must be addressed.

2014 Executive Conference

Thu, 08 May 2014 00:00:00 -0500

SEI�s annual Executive Conference is one more way we help our clients navigate the challenges of the operational frontier and a rapidly evolving industry.

Reinventing Buy-Side Infrastructure

Mon, 28 Apr 2014 00:00:00 -0500

With�unprecedented growth in the complexity and number of business and regulatory requirements affecting today�s asset managers,�the�sense of uncertainty facing the investment management industry makes long-term business forecasting incredibly difficult.

Addressing Global Regulatory Challenges

Mon, 21 Apr 2014 00:00:00 -0500

Today's economic and regulatory climate has placed a tremendous burden on investment managers to provide increased financial reporting and transparency to both regulators and investors.

FATCA: What Managers Need to Know

Tue, 25 Mar 2014 00:00:00 -0500

With the initial FATCA�deadline approaching, managers may be underestimating the amount of time and resources they will need to fulfill the requirements.

Reaching the Retirement Market with a CIT

Wed, 12 Mar 2014 00:00:00 -0500

Placing Collective Investment Trust (CIT) assets within Defined Contribution Plans is a rising trend that is expected to continue growing at a rate of about 13% to 18% per year. In this webinar,�learn about�the advantages of CITs and operational considerations for launching entering this market.

Client Service: What it Takes to Walk the Talk

Tue, 18 Feb 2014 00:00:00 -0500

It�s a truism in our industry that the quality of client service is critical to investor satisfaction and to investment managers� competitiveness.� How are today's�managers measuring up?

Understanding AIFMD and Gaining a Passport to the European Market

Fri, 10 Jan 2014 00:00:00 -0500

SEI, DMS Offshore Investment Services, Dillon Eustace and KPMG�collaborated�on this panel discussion�to present insight, legal and tax considerations, and timeframes for AIFMD compliance.

9 Key Considerations for Forward Thinking Managers in the US Investment Product Marketplace

Wed, 06 Nov 2013 00:00:00 -0500

With a hyper-competitive landscape and an investor-empowered marketplace, investment managers may wish to consider being flexible and offering their strategies in multiple packages and pricing structures.� Here are some considerations to keep in mind.

Key Course Adjustments for Breaking Through

Mon, 09 Sep 2013 00:00:00 -0500

SEI's 2013 Private Equity survey explores how private managers can optimize their competitive advantage.

Update on the Alternative Investment Fund Managers Directive

Mon, 15 Jul 2013 00:00:00 -0500

On July 21, 2011, the EU Alternative Investment Fund Managers Directive (�AIFMD�) came into force with the result that each EU Member State must transpose it into national law no later than July 22, 2013.

Private Fund Managers and the Retail Alternatives Phenomenon

Tue, 11 Jun 2013 00:00:00 -0500

A new wave of growth in alternative investing is underway, only this time it is encompassing the mainstream.

Cleared Swaps for Fund Advisors

Fri, 31 May 2013 00:00:00 -0500

As the swaps markets continue to evolve and adapt to the new regulatory changes brought about by The Dodd-Frank Act, end-users will be required to develop new practices and new strategies to address risks.

2013 SEI Executive Conference Summary

Tue, 30 Apr 2013 00:00:00 -0500

The theme for the 2013 SEI Executive Conference refers to the idea that both artistic and scientific approaches may be needed to succeed long-term in the investment management industry. Read more key insights and guidance from the 2013 SEI Executive Conference.

Getting a Grasp on Actively Managed ETFs Before the Boom

Mon, 22 Apr 2013 00:00:00 -0500

Many regard exchange-traded funds (ETFs) as purely passive, beta-indexing tools for basic market exposure. To date, this has been generally true, but...

6 Ways Hedge Funds Need to Adapt Now

Tue, 26 Mar 2013 00:00:00 -0500

In SEI's sixth annual hedge fund survey, institutional investors and fund managers speak out on what it takes to succeed in a tough climate.� Hedge funds may be facing challenges, but investors still need them and want them in their portfolios.

Remuneration Rules: What Should European Alternative Fund Managers Expect?

Tue, 05 Feb 2013 00:00:00 -0500

SEI�hosted�a joint forum with AIMA in London which included legal and regulatory specialists�providing�an update on the issues of Remuneration Under the AIFMD.

2012 US CFO Conference Summary

Mon, 17 Dec 2012 00:00:00 -0500

The SEI Knowledge Partnership hosted the annual US CFO and COO Forum for senior executives of SEI�s alternative investment management firm clients and industry partners. In addition, we surveyed the audience throughout the session and have compiled the results in the�conference summary.�

Seven Ways to Reinvention: Evolving and Enhancing the Funds of Hedge Funds Model

Tue, 04 Dec 2012 00:00:00 -0500

While predictions of the fund of hedge funds (FoHFs) industry�s demise appear to be off the mark, the need for innovation is undeniable. Request our 20-page paper to find out more about the headwinds facing the FoHF industry, and where investor/consultant and manager responses diverge on key issues.

Webinar: Cross Border Distribution

Fri, 19 Oct 2012 00:00:00 -0500

Industry experts discuss the critical issues�alternative investment managers face in distributing their products outside their home countries.

Top 10 Operational Risks

Mon, 03 Dec 2012 00:00:00 -0500

Operational risk is a grave concern not only to investment management firms, but also to their clients, investors, regulators and trading partners.�� We believe effective risk management is the foundation of operational excellence.

Q&A with Karrie McMillan, Investment Company Institute (ICI)

Wed, 29 Aug 2012 00:00:00 -0500

The SEI Knowledge Partnership, as part of our ongoing thought leadership initiative, interviewed Karrie McMillan, General Counsel at the Investment Company Institute�about recent events and the role the ICI is playing in advancing the investment management industry.

Ten Common Fund Distribution Missteps

Mon, 06 Aug 2012 00:00:00 -0500

Distributing investment products into the retail intermediary channel can be challenging, resource-intensive, and highly competitive. An effective distribution strategy can yield significant and longstanding rewards but there are some common and simple missteps that managers should work to avoid. While many of these are well-known and obvious to those already active in the market, these ten common missteps should nevertheless act as a refresher.

Analyzing the Complexities of Bank Debt Investments: Operational, Legal & Accounting Best Practices

Wed, 25 Jul 2012 00:00:00 -0500

SEI partnered with HFMWeek to host a best practice panel on bank debt investments.

2012 SEI Executive Conference Summary

Mon, 23 Apr 2012 00:00:00 -0500

Key insights and guidance from the 2012 SEI Executive Conference.

2012 SEI Global Hedge Fund Survey

Mon, 23 Jan 2012 00:00:00 -0500

SEI's fifth annual survey of institutional hedge fund investors focuses on hedge fund allocations, objectives, performance,�vehicle and strategy preferences.

Getting Ahead of the CIT Boom - Aligning Capabilities to Capture DC Market Share

Mon, 16 Apr 2012 00:00:00 -0500

CITs' share of the DC market doubled in the five years since 2006, increasing from 10% in 2006 to 20% in 2011 and the number of CIT portfolios tracked by Morningstar from mid-year 2006 to mid-year 2011 increased by 55%. SEI's latest report, Getting Ahead of the CIT Boom, helps managers evaluate the market potential and success factors for CITs.

Regulated Alternatives: The New Conventional

Wed, 30 Nov 2011 00:00:00 -0500

The evolution of investment philosophies and strategies is causing previously distinct investor segments and products to converge.� The trend of packaging alternative investment strategies within mutual funds and UCITS continues unabated, with new products being introduced regularly and asset flows gaining momentum.

2012 SEI Global Private Equity Report

Tue, 05 Feb 2013 00:00:00 -0500

The private equity market is finally exhibiting some vital signs, several years after activity came to a virtual standstill when cheap credit evaporated amid the global financial crisis. Fund managers and investors alike are relieved to see unmistakable signs of a recovery.�

Investment Managers Optimistic But Remain Focused on Increasing Efficiency

Thu, 07 Apr 2011 00:00:00 -0500

A recent SEI poll of approximately 60 senior investment management operations, distribution, and investment professionals revealed that�investment managers felt overwhelmingly optimistic (88%) about their business prospects.�They also�identified their most daunting challenges, including new regulatory requirements.

Exotic to Mainstream: Growth of Alternative Mutual Funds in the U.S. and Europe

Mon, 24 May 2010 00:00:00 -0500

The financial crisis caused investors to reconsider several fundamental investment tenets � with some even questioning the legitimacy of modern portfolio theory and its diversification underpinning. Nonetheless, respected investment strategists have concluded that diversification remains a valid approach, although it has become more difficult to achieve and warrants incorporation of a broader set of risk exposures and asset classes, both long and short, in investor portfolios.

The Era of the Investor

Mon, 18 Jan 2010 00:00:00 -0500

What are institutional investors' thoughts on hedge fund investing?� How�do investors view their hedge fund investments after having a year to reflect on their performance and liquidity (or lack thereof), not to mention the Madoff scandal?

What are Institutional Investors Saying About Private Equity?

Mon, 07 Dec 2009 00:00:00 -0500

SEI Knowledge Partnership's research report, "Private Equity Investors � Committed Yet Concerned," provides valuable information for private equity managers about institutional investors� current behaviors, motivations, and concerns.

Alternative Investment CFO Forum Executive Summary

Tue, 16 Mar 2010 00:00:00 -0500

In the Fall of 2009, the SEI Knowledge Partnership gathered top alternative investment researchers and executives to review the alternative investment management landscape and regulatory environment. The key insights from the Forum are detailed in this executive summary.

Current ETF Landscape

Mon, 24 Aug 2009 00:00:00 -0500

There are nearly 800 ETFs traded in the United States with approximately $600 billion in assets.� ETFs have experienced tremendous growth in recent years and have attracted the interest of asset managers.� In order to help our clients understand the ETF landscape, the SEI Knowledge Partnership leveraged third party research and our own analysis to explore ETF features and product trends.�

Hedge Fund Regulatory Update: The Regulatory Wagons are Circling

Thu, 12 Mar 2009 00:00:00 -0500

Regulators around the globe are circling the wagons. Some form of hedge fund and hedge fund advisor regulation appears inevitable in most major jurisdictions. This web seminar replay examines the current regulatory climate facing alternative investments.

Practical Considerations for Managers Launching Long-Short Strategies

Thu, 18 Dec 2008 00:00:00 -0500

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.