Knowledge Center Feed

Podcast: November 2009 Federal Open Market Committee Meeting and Initial Market Reaction

Fri, 06 Nov 2009 00:00:00 -0500

06 November 2009

Market participants hoped that the Committee�s statement would provide additional clues on the economy�s health and growth prospects.

Market Update: 30 October 2009

Fri, 30 Oct 2009 00:00:00 -0500

30 October 2009

Our weekly market update on the economy, stocks, and bonds.

Commentary: Outlook on Inflation

Mon, 02 Nov 2009 00:00:00 -0500

02 November 2009

A slideshow of SEI�s views on inflation in the current environment.

CFO Summary: Benefits of Recent IRS Pension Funding Relief

Thu, 01 Oct 2009 00:00:00 -0500

Commentary: Third Quarter 2009 Market and Performance Update

Wed, 28 Oct 2009 00:00:00 -0500

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.

2009 Economic Outlook: Recovery is Here, but Challenges Remain

Tue, 27 Oct 2009 00:00:00 -0500

27 October 2009

In our mid-year Economic Outlook, we concluded that a return to actual growth was a necessary condition for additional appreciation in risky assets. We believe there have been sufficient signs of improvement in the world economy in recent months to keep the recovery in the financial markets on track. The pace of appreciation in the equity markets, however, will almost certainly be more tempered over the next six to nine months, following the steep recovery off the bottom.

Market Update: 23 October 2009

Fri, 23 Oct 2009 00:00:00 -0500

23 October 2009

Our weekly market update on the economy, stocks, and bonds.

Market Update: 16 October 2009

Fri, 16 Oct 2009 00:00:00 -0500

16 October 2009

Our weekly market update on the economy, stocks, and bonds.

Podcast: September 2009 Market Recap

Wed, 14 Oct 2009 00:00:00 -0500

14 October 2009

Risk appetite increased, and spreads followed the same trajectory as sidelined money looked for a home. Regardless of whether the glass is half full or half empty, everyone should agree that economic and market fundamentals need to catch up and support future growth expectations.

Commentary: Debt Deleveraging and the Economy: The �Morning After� in America

Mon, 12 Oct 2009 00:00:00 -0500

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.

Market Update: 09 October 2009

Fri, 09 Oct 2009 00:00:00 -0500

09 October 2009

Our weekly market update on the economy, stocks, and bonds.

Podcast: September 2009 Jobs Data

Tue, 06 Oct 2009 00:00:00 -0500

06 October 2009

After three months of showing modest improvement, September�s payroll number reversed the upward trend. The U.S. labor force continues to bleed, yielding a job report that was marginally weaker than expected.

Commentary: Global Banks and Systemic Risk

Wed, 07 Oct 2009 00:00:00 -0500

07 October 2009

There was a time when global banks, these large multi-national financial institutions with asset sizes in the trillions of dollars, were lauded for their acumen in growing assets, diversifying their portfolio across the globe and having the scale to exercise market-moving trades. What became clear in the last two years was the ripple effect that these banks can have across their peers and the entire financial market when they crash.

Market Update: 02 October 2009

Fri, 02 Oct 2009 00:00:00 -0500

02 October 2009

Our weekly market update on the economy, stocks, and bonds.

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.

Market Update: 25 September 2009

Fri, 25 Sep 2009 00:00:00 -0500

25 September 2009

Our weekly market update on the economy, stocks, and bonds.

Commentary: Oil Prices and the Economy

Mon, 28 Sep 2009 00:00:00 -0500

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.

Podcast: September 2009 Federal Open Market Committee Meeting and Initial Market Reaction

Fri, 25 Sep 2009 00:00:00 -0500

25 September 2009

Looking forward, we expect treasuries to remain volatile with a long-term bias to higher yields. With that said, it wouldn�t surprise us to see the recent rally continue, as the FOMC will keep interest rates low and inflation at bay.

Good Cop/Bad Cop�Good Bank/Bad Bank

Mon, 21 Sep 2009 00:00:00 -0500

21 September 2009

Globally, the idea of a good bank/bad bank plan is nothing new. In the United States, this notion has been debated at length, but to date, it remains in discussion. In order to fully emerge victorious from the one-two punch of the credit crisis and recession, there needs to be a unified goal�that is, to make banks healthy again. This is much easier said than done.

Commentary: August 2009 Market and Performance Update

Wed, 16 Sep 2009 00:00:00 -0500

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.

Podcast: August 2009 Market Recap

Mon, 14 Sep 2009 00:00:00 -0500

14 September 2009

Our overall market outlook remains positive. There is no doubt that we have embarked on the road to recovery, although there are many differing views on the route we will take to get there.

Podcast: August 2009 Jobs Data

Mon, 14 Sep 2009 00:00:00 -0500

14 September 2009

Two steps forward and one step back. The reaction to the release of Augusts� payroll data is a clear example of what we should expect for some time.

A Market Gone Bad: How Are Pensions Around the World Responding?

Wed, 25 Feb 2009 00:00:00 -0500

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.

Rebalancing Reset: A New Approach in a New World of Institutional Investing

Tue, 10 Mar 2009 00:00:00 -0500

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.

Taking Back Control of Pensions

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

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.

The Pension Tension: 7 Critical Questions Weighing on the Minds of Financial Executives

Sat, 01 Aug 2009 00:00:00 -0500

A Quick Poll addresses questions around the impact of recent investment volatility.

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.�

Commentary: July 2009 Market and Performance Update

Tue, 18 Aug 2009 00:00:00 -0500

18 August 2009

In SEI�s view, the global economic recession may still be with us, but it has eased considerably in recent months.

Podcast: July 2009 Market Recap

Wed, 12 Aug 2009 00:00:00 -0500

12 August 2009

The dog days of summer are upon us--well in theory at least. Financial markets, including the fixed income market, tried to disprove the summer doldrums. The dogs were let out in many forms.

Podcast: July 2009 Jobs Data

Wed, 12 Aug 2009 00:00:00 -0500

12 August 2009

This podcast focuses on the July jobs data, including the nonfarm payroll number and the market�s initial reaction.

Commentary: A Step in the Right Direction: California Closes Budget Gap

Wed, 22 Jul 2009 00:00:00 -0500

22 July 2009

Closing the budget gap is good news, on the surface. The quick fix will play well in the press and may soothe investor�s short-term fears. Longer-term, the devil is likely to be in the details.

2009 Economic Outlook: An Optimistic Outlook for Economic Recovery

Wed, 29 Jul 2009 00:00:00 -0500

29 July 2009

Data released in the second quarter remained consistent with an improving economy, and an end to the recession seems likely by the end of the year, if not by the third quarter.

Healthcare Executives Looking to Align Financial Management Process with Expectations

Tue, 30 Jun 2009 00:00:00 -0500

Commentary: Stop Bashing the Buck

Thu, 16 Jul 2009 00:00:00 -0500

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.

Commentary: Second Quarter 2009 Market and Performance Update

Mon, 20 Jul 2009 00:00:00 -0500

20 July 2009

�Less bad� news fuels a surge in investor risk appetite in second quarter.

Commentary: California or Bust� Moody�s Investors Service Downgrades Debt

Thu, 16 Jul 2009 00:00:00 -0500

16 July 2009

There is no doubt that California�s budgetary issues present investment opportunities. However, we remain cautious toward the state general obligation debt until a clearer picture presents itself.

Commentary: An Assessment of President Obama�s Proposed Financial Reform Legislation

Wed, 15 Jul 2009 00:00:00 -0500

15 July 2009

While the plan offers increased supervision for non-banks, early identification of firms whose collapse would cause systemic issues, and enhanced consumer protection, there are many aspects that have been met with skepticism.

Podcast: June 2009 Market Recap

Fri, 10 Jul 2009 00:00:00 -0500

10 July 2009

Since the beginning of the year, the economy and markets are on a long and winding road to recovery. Unfortunately, it is not a smoothly paved road, where you can put the pedal to the floor and open up all cylinders.

Podcast: June 2009 Jobs Data

Mon, 06 Jul 2009 00:00:00 -0500

06 July 2009

This podcast focuses on the June jobs data, including the nonfarm payroll number and the market�s initial reaction.

Nonprofits Look for Investment Management Answers in Response to Ongoing Volatility

Tue, 07 Jul 2009 00:00:00 -0500

A Quick Poll looks at how nonprofit organizations are searching for answers in response to the ongoing market volatility.

Podcast: June 2009 Federal Open Market Committee Meeting and Initial Market Reaction

Thu, 25 Jun 2009 00:00:00 -0500

25 June 2009

Overall, markets were quiet leading up to the announcement. Our expectation was that there wouldn�t be any dramatic changes made to the statement. The Fed is not in any position to raise interest rates anytime soon, as the economy, although showing signs of stabilizing, is still fragile.

Goals-Based Investing: Now More Important Than Ever

Mon, 22 Jun 2009 00:00:00 -0500

A short video overview highlighting the beneftis of a goals-based approach to investing.

Exchange Traded Products: A Look Ahead

Thu, 09 Oct 2008 00:00:00 -0500

Exchange Traded Products (ETPs) have experienced phenomenal growth by almost every measure. Are there still opportunities for newcomers on this increasingly crowded playing field?

Investment Outsourcers get Jolt of New Business

Thu, 21 May 2009 00:00:00 -0500

2008's market meltdown has prompted a surge in investment outsourcing by corporate chief financial officers, treasurers and defined benefit plan executives.

Help Investors Overcome Irrational Behavior with Goals-Based Investing

Mon, 22 Jun 2009 00:00:00 -0500

A fresh approach to investing that benefits investors and advisors alike.

Collective Investment Trusts

Until recently the popularity and availability of Collective Investment Trusts (CITs) had been limited. However, the tide has now reversed and CITs are quickly becoming a popular investment vehicle.

Commentary: May 2009 Market and Performance Update

Fri, 12 Jun 2009 00:00:00 -0500

12 June 2009

Good news trumps bad news amid mixed economic signals.

Podcast: May 2009 Jobs Data

Tue, 09 Jun 2009 00:00:00 -0500

09 June 2009

This podcast focuses on the May 2009 jobs data, including the non-farm payroll number and the markets' initial reaction.

Commentary: California�s Cash Crunch: Is the Headline Risk Real?

Mon, 01 Jun 2009 00:00:00 -0500

01 June 2009

While the economic crisis puts significant pressure on the solvency of the state of California, it shouldn�t prevent the state from making payments on its debt.

Beyond the Checkbook: Beginning the Philanthropy Process

Mon, 18 May 2009 00:00:00 -0500

What are your favorite charities? Can you explain why you give to them each year? Consider taking a more deliberate approach to giving; it can reap some unexpected benefits.

Goals-Based Investing Saves Investors from Rash Decisions

Mon, 09 Mar 2009 00:00:00 -0500

The market upheaval we�ve been seeing has sent many investors into a panic. Here are some insights to help weather the storm.

Context Key to Sound Decision Making

Fri, 23 Jan 2009 00:00:00 -0500

People love lists. They boil complicated situations down into neat recipes for success. But aside from the fact that many of the lists contradict each other, I doubt the solutions to everyone�s dilemmas can really be that simple.

Commentary: April 2009 Market and Performance Update

Fri, 15 May 2009 00:00:00 -0500

15 May 2009

Appetite for risk makes a comeback as lending improves, economic gloom recedes.

Podcast: April 2009 Jobs Data

Tue, 12 May 2009 00:00:00 -0500

12 May 2009

This podcast focuses on the April 2009 jobs data, including the non-farm payroll number and the markets' initial reaction.

Podcast: April 2009 Federal Open Market Committee Meeting and Initial Market Reaction

Fri, 01 May 2009 00:00:00 -0500

01 May 2009

Our expectation was that there wouldn�t be any dramatic changes made to the statement, as financial conditions modestly improved and inflation remained in check since the last FOMC meeting in March.

2009 Economic Outlook: Assessing Public Policy and the Loss of Wealth

Thu, 16 Apr 2009 00:00:00 -0500

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.

Commentary: March 2009 Market and Performance Update

Mon, 20 Apr 2009 00:00:00 -0500

20 April 2009

SEI believes that with the help of the aggressive fiscal and monetary policies implemented in recent months and continued over the first quarter, investment strategies that seek to exploit the extra potential returns available for taking on risk should be rewarded relative to those whose focus is on safety. However, this opportunity must be balanced with the significant risks that still remain.

Podcast: February 2009 Jobs Data

Fri, 06 Mar 2009 00:00:00 -0500

06 March 2009

This podcast focuses on February jobs data, including the non-farm payroll number and the markets' initial reaction.

Podcast: March 2009 Jobs Data

Mon, 06 Apr 2009 00:00:00 -0500

06 April 2009

This podcast includes March 2009 jobs data, including the non-farm payroll number and the initial market reaction.

Liability Driven Investing (LDI) - Three Reasons For Caution in Today's Implementation

Tue, 31 Mar 2009 00:00:00 -0500

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.

The Re-emergence of Collective Investment Trusts

Tue, 24 Mar 2009 00:00:00 -0500

24 March 2009

This NICSA webinar�features Joel Lieb, Senior Relationship Manager, as a panelist and provides an overview of Collective Investment Trusts (CITs) and the current market trends of CITs.

Podcast: Federal Open Market Committee Meeting and Initial Market Reaction

Fri, 20 Mar 2009 00:00:00 -0500

20 March 2009

The Federal Open Market Committee shocked many economists and market participants Wednesday with details around its aggressive quantitative easing program.

Why CFOs Need More Funding Relief to Limit the Impact of Pensions on Financial Statements

Mon, 16 Mar 2009 00:00:00 -0500

Stimulus Package: An Overview and Outlook

Fri, 13 Mar 2009 00:00:00 -0500

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.

Commentary: February 2009 Market and Performance Update

Sat, 14 Mar 2009 00:00:00 -0500

14 March 2009

Recovery hopes waver amid stimulus doubts, but some signs of credit improvement persist.

Commentary: Reading the Tea Leaves � Fed Policy and Economic Recovery

Thu, 19 Feb 2009 00:00:00 -0500

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.

Highlights of the 2007 Moss Adams Compensation and Staffing Study of Advisory Firms, Sponsored by SEI

Thu, 14 Feb 2008 00:00:00 -0500

This study is one of the most in-depth and reputable studies showcasing the trends and issues shaping advisory firms in the industry today.

Registered Hedge Fund Adviser's Dilemma

Wed, 13 Sep 2006 00:00:00 -0500

The deadline has passed for the SEC to appeal the federal court decision overturning the SEC hedge fund adviser registration rule and now hedge fund advisers that registered as a result of the rule now have a choice: Should they deregister or are there compelling reasons for them to remain registered?

Higher Education Concerned About Impact of Investment Portfolios on Credit Ratings

Thu, 05 Mar 2009 00:00:00 -0500

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.

How Market Turbulance is Impacting Jewish Affiliated Nonprofits

Mon, 23 Feb 2009 00:00:00 -0500

Liability Driven Investing: What Has Changed Over the Past Year?

Thu, 07 Aug 2008 00:00:00 -0500

Commentary: January 2009 Market and Performance Update

Wed, 11 Feb 2009 00:00:00 -0500

11 February 2009
With government bond yields still at very low levels and yields in most other sectors comparatively very attractive, there could well be a continuation of investors re-entering the markets as they seek meaningful returns.

Multiemployer Pension Plans Can Grow Assets While Limiting Risk Through Increased Diversification

Wed, 08 Aug 2007 00:00:00 -0500

How Nonprofit Investment Committees Can Take Advantage of Illiquid Asset Classes

Wed, 16 May 2007 00:00:00 -0500

Healthcare Balance Sheet Asset Pools Can Impact Credit Rating

Wed, 18 Apr 2007 00:00:00 -0500

SEI Update FAS87 Research Series

Mon, 08 Dec 2008 00:00:00 -0500

Healthcare Organizations Address the Future of the Defined Benefit Plan

Wed, 12 Sep 2007 00:00:00 -0500

CFO Summary on How Funding and Accounting Rules Impact Interest Rate Risk Management

Fri, 13 Jul 2007 00:00:00 -0500

Turning Down the Heat

Tue, 08 Jul 2008 00:00:00 -0500

It�s getting tough out there for advisors. Growing demands from clients. Increased competition. Rising costs. And, most recently, enough market volatility to rattle the most stalwart of investors.

Do you feel stuck?

Mon, 21 Apr 2008 00:00:00 -0500

A hypothetical story about the confusion and anxiety Ben and Kate Bradley experienced as they considered the possibilities of selling their 20-year-old real estate brokerage firm.

Are You Doing Enough for Your Clients in Today's Challenging Markets?

Wed, 11 Jun 2008 00:00:00 -0500

Being more tax-aware can help clients keep more of what they earn.

Retirement Distributions Made Simple

Fri, 19 Sep 2008 00:00:00 -0500

Advisors cite their biggest obstacle to offering retirement income planning is that it is time consuming, according to recent research by Cerulli Associates.

Nonprofit Executives Want More Strategic Direction from Investment Committees

Thu, 09 Feb 2006 00:00:00 -0500

Commentary: Money Market Update

Tue, 30 Dec 2008 00:00:00 -0500

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.

Why are Taft-Hartley Plans Turning to SEI's Manager of Managers Program?

Wed, 10 Dec 2008 00:00:00 -0500

There's a Little Citizen Kane in All of Us

Wed, 01 Oct 2008 00:00:00 -0500

Sleepless nights? Perhaps the culprits are the remarkable opportunities and, equally as significant, the responsibilities that often come with wealth accumulation.

Community Foundation Investment Committees Look for Ways to Best Support Organizational Needs

Tue, 14 Nov 2006 00:00:00 -0500

Liability Driven Investing: The Global Truth On Use of These Strategies

Wed, 20 Jun 2007 00:00:00 -0500

The Transformation of Wealth Management - Part 2

Wed, 19 Nov 2008 00:00:00 -0500

By 2007, high-net-worth investors around the globe had accumulated assets valued at approximately 50 trillion US dollars, yet only half of that wealth was managed by professionals.A recent VIP Forum study may help to explain the discrepancy.

Four Key Considerations in Developing a Formal Liquidity Policy for Nonprofits

Thu, 11 Oct 2007 00:00:00 -0500

Nonprofit with Multiple Affiliates

Wed, 16 Nov 2005 00:00:00 -0500

Reassessing Opportunities in Endowments and Foundations

Thu, 25 Sep 2008 00:00:00 -0500

Many advisors think that the endowment and foundation market is outside their expertise. Perhaps it's time to reassess. With support from SEI, targeting endowments and foundations are more accessible, more serviceable, and more profitable than you may believe.

Globally, Financial Executives Searching for a Response to Volatility of Pension Investments

Wed, 11 Jun 2008 00:00:00 -0500

Getting a Grip on Your Compliance Imperatives

Thu, 09 Feb 2006 00:00:00 -0500

For mutual funds and hedge funds alike, compliance priorities keep shifting. All the uncertainty makes planning and budgeting for compliance programs tricky. At an SEI Web seminar, compliance experts shed light on the questions of where to focus and what to expect.

Creating a Culture of Compliance: White Paper

Wed, 11 Aug 2004 00:00:00 -0500

Mutual funds and investment advisors everywhere are grappling with new SEC requirements to develop, and begin implementing, an �overall compliance program.� Firms must also appoint a Chief Compliance Officer (CCO) who is responsible for compliance efforts.

Concerns About Managing Risk Are High Yet Educational Institutions Continue Shift Toward Alternative Investments

Wed, 20 Sep 2006 00:00:00 -0500

Nonprofit Investment Committees Challenged When Implementing Inflation Protection Strategies

Wed, 16 May 2007 00:00:00 -0500

The Future of Pensions: Companies Changing How Plans Are Managed to Address Growing Complexity

Thu, 14 Sep 2006 00:00:00 -0500

Risks in Managing a Frozen Pension Plan

Thu, 15 Dec 2005 00:00:00 -0500

Aligning Life and Wealth: An Introduction to Goals-Based Investing

Wed, 16 Jul 2008 00:00:00 -0500

Goals-based investing corrects the deficiencies inherit in a traditional investment approach and gives clients a framework for making investment related decisions as well as a tremendous sense of clarity regarding goals, priorities and resources.

Pension Freeze Frame: Design Studies Need to be Expanded

Thu, 10 Aug 2006 00:00:00 -0500

Top 7 Compliance Issues: White Paper

Thu, 09 Dec 2004 00:00:00 -0500

When the SEI Knowledge Partnership was launched it was in the midst of the biggest regulatory storm in decades. A recent Web seminar offered guidance on priority issues going forward and how to deal with them.

Capturing More of the Rollover Market

Tue, 10 Jun 2008 00:00:00 -0500

Financial advisors who specialize in the retirement market have seen significant growth in their practices.

Changing Climate for European Funds

Thu, 23 Feb 2006 00:00:00 -0500

The marketplace for retail investment funds sold cross-border in Europe is being reshaped by regulatory change, most notably implementation of the UCITS III legislation. At an SEI Web seminar, international regulatory experts conducted a roundtable discussion on the far-reaching impacts of UCITS III and other developments affecting traditional and alternative fund managers.

During Volatile Markets, Reach Out to Your Clients

Wed, 26 Mar 2008 00:00:00 -0500

Communicate with your clients now, more than ever.

What Investing in Private Real Estate Means to Nonprofit Investment Committees

Thu, 12 Oct 2006 00:00:00 -0500

Commentary: 2009 Economic Outlook

Fri, 23 Jan 2009 00:00:00 -0500

23 January 2009
It is difficult to exaggerate the weakness of the economy and financial markets in 2008. The consensus forecast calls for a recovery in the middle of 2009. Pessimists in the economics community have a more bearish outlook.

Commentary: Staying Focused on Long-Term Investment Opportunities

Wed, 10 Sep 2008 00:00:00 -0500

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.

The Transformation of Wealth Management - Part 1

Mon, 03 Mar 2008 00:00:00 -0500

According to our latest white paper, current market dynamics present wealth management organizations with several challenges to growing revenues, minimizing costs and optimizing capital allocations.

The War for Talent - 2007 Q3 Relationship Manager Quick Poll Results

Thu, 25 Oct 2007 00:00:00 -0500

SEI recently conducted a Private Banking Quick Poll that indicates Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.

Client Needs Discovery: A Powerful Tool to Improve Your Results

Mon, 01 Oct 2007 00:00:00 -0500

SEI delivered a presentation entitled "Client Needs Discovery: A Powerful Tool to Improve Your Results" at SourceMedia's Seventh Annual Wealth Management Forum in Chicago, which discussed how unmet needs among the emerging wealthy present a tremendous opportunity for bank wealth management organizations.

SEI Executive Quick Poll Verifies that the War for Relationship Management Talent Exists Globally

Mon, 01 Oct 2007 00:00:00 -0500

SEI released an Executive Quick Poll today that shows increased relationship management turnover and compensation expenses in 2006, particularly in countries outside the United States. Poll respondents indicated that brand, culture, and strategic business direction were critical to recruiting and retaining talent.

SEI Executive Quick Poll Shows Bank Wealth Managers Rapidly Embracing Open Architecture Investment Solutions

Mon, 02 Oct 2006 00:00:00 -0500

SEI released an Executive Quick Poll today that shows bank wealth managers are rapidly moving toward implementing open architecture investment solutions in their quest to meet evolving client needs.

Open Architecture and its Role In Wealth Management

Mon, 01 Oct 2007 00:00:00 -0500

SEI's Ron Albahary, Managing Director for the Private Client Asset Management Group, discussed the opportunities and challenges of open architecture for banks, its historical place in the industry and the rationale for both wealth managers and clients.

Delivering to Boomers

Wed, 02 Mar 2005 00:00:00 -0500

Read the transcript from the keynote address at the 2005 ABA Wealth Management and Trust Conference given by Al West, Chairman and CEO of SEI.

Building Relationships with Wealthy Boomers

Wed, 01 Mar 2006 00:00:00 -0500

This new report entitled Discovery: A Fresh Approach to Building Relationships with Wealthy Boomers examines the need for wealth managers at banks and trust institutions to transform their business in order to successfully meet the needs of the emerging baby boomer wealth market.

Retirement Quick Poll: "Keeping Clients Focused"

Tue, 29 Jul 2008 00:00:00 -0500

SEI conducted a quick poll to better understand the concerns and attitudes of investors as they plan for retirement, as well as the challenges bank wealth managers face in serving them.

Commentary: Timeline of Central Bank and Government Action During Credit Crisis

Mon, 10 Nov 2008 00:00:00 -0500

November 2008
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: Commercial Mortgage-Backed Securities

Wed, 10 Dec 2008 00:00:00 -0500

10 December 2008
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: Presidential Elections and the Stock Market

Mon, 27 Oct 2008 00:00:00 -0500

27 October 2008
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: Fed Rates and SDIT

Fri, 19 Dec 2008 00:00:00 -0500

19 December 2008
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

Wed, 10 Dec 2008 00:00:00 -0500

10 December 2008
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.

War for Talent Whitepaper

Thu, 15 May 2008 00:00:00 -0500

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.