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       Posted on April 24th, 2012

The Rally at Six Months: Riding the Wave, But Watching Out for Shocks

There is no question that the gains of the past six months have been unusually large. The question now is, “What comes next?” This first-quarter 2012 economic outlook details some of the factors that investors should monitor as the rest of the year unfolds.

Source: SEI


       Posted on February 2nd, 2012

The Shifting Hedge Fund Landscape: Institutions Put Fund Managers to the Test

Institutional investors continue to deepen their commitment to hedge funds, but expect much more from managers in terms of articulating their value proposition, risk mitigation methodology, and performance expectations, according to the fifth annual global study released  by SEI in collaboration with Greenwich Associates. The report, entitled “The Shifting Hedge Fund Landscape: Institutions [...]


       Posted on May 15th, 2011

Objectivity and the client experience

According to research released today by SEI (NASDAQ:SEIC), both wealth managers and investors agree that objectivity – focusing on clients’ needs first – is the key to establishing wealth management as a relationship-oriented business. However, the research shows that wealth managers struggle to demonstrate objectivity in the delivery of their services. The new [...]


       Posted on April 17th, 2011

Independence: the right standard?

According to research released today by SEI (NASDAQ:SEIC), in collaboration with Scorpio Partnership, while nearly three out of four (72 percent) investors regard “independence” as important or somewhat important, many investors believe that independence in a wealth industry relationship remains more a hope than an expectation.

At the same time, nearly all [...]


       Posted on January 25th, 2011

Institutional Hedge Fund Investing Comes of Age

Over the last two years, the practice of hedge fund investing has leaped in maturity as investors and fund managers alike have learned they can take nothing for granted, including liquidity and absolute returns. This fourth annual survey of institutional investors, done in collaboration with Greenwich Associates, reveals that while investors still believe [...]


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