News results for SEI

Industry Surveys
February 13, 2015

Private Equity Liquidity Up; Investors Still Unsatisfied – Global SEI Survey

SEI’s investment manager services division serves investment organizations worldwide,

Surveys
July 25, 2014

Non-Profits Sharpen Their Focus On Risk Management - SEI Poll

Non-profits are increasingly prioritizing the implementation of effective risk management

New Products
July 15, 2014

SEI Rolls Out Business "Pathfinder" Program Focused On Succession Planning

SEI has launched a business “pathfinder” program with The Bancorp and FP Transitions, designed

New Products
April 9, 2014

SEI Rolls Out New Private Client Website Focused On Goals-Based Investing

SEI has launched a new website for private wealth management clients, providing individuals and

New Products
April 1, 2014

SEI Launches Tax-Managed Exchange-Traded Funds

SEI has launched five tax-managed, exchange-traded fund strategies to help financial advisors meet

White Papers
March 10, 2014

SEI Lays Out The Case For "Systematic Workflows" - White Paper

Systematic workflows “create the culture that ensures integration works” and are critical to

Asset Management
February 12, 2014

Cerulli Notes Seismic Shift In How Asset Managers Distribute Products

More than half of asset managers in the US no longer organize their sales force by distribution

Surveys
January 2, 2014

Advisors Reveal Their Top New Year Resolutions - SEI Poll

Increasing client referral rates and boosting efficiency are at the top of advisors’ list of New

People Moves
December 17, 2013

SEI Appoints UK Solutions Director For Platform Offering

SEI, the investment, technology consultancy and advisory firm, has appointed Darren Bayley as UK

Compliance
November 27, 2013

FCA Fines SEI Investments (Europe) £900,200 For Client Money Breaches

The Financial Conduct Authority (FCA) has fined SEI Investments (Europe), a provider of asset

Comment & Analysis results for SEI