Operational resource centre

Welcome to the investment operations content channel sponsored by SEI. Here you will find frequently updated features on operational issues for asset managers globally, with a focus on private equity, real estate and hedge fund managers.

Currently celebrating our 50th anniversary having been founded in 1968, SEI became a US public company in 1981 and is listed on NASDAQ under the ticker symbol SEIC. With our corporate headquarters based in suburban Philadelphia, Pennsylvania, and a significant presence in London and Dublin, our 3700 employees serve asset managers, institutional investors and financial institutions around the globe.
 
To help investment managers compete and succeed in an environment of escalating challenges, risks and complexity, SEI Investment Manager Services division provides the sophisticated operating capabilities and services needed to optimise their business performance across key product structures, asset classes and domiciles. Alternative and traditional asset managers worldwide currently entrust over USD1 trillion in assets with us.

Jim Cass, SEI

Tomorrow’s successful fund manager will combine PE and hedge fund expertise

Tue, 14/11/2017 - 16:06

As popular as the alternative investments industry remains, attracting and retaining investors at a time when asset classes are converging means that managers need to constantly think about how best to differentiate themselves.  »

John Alshefski, SEI

Tapping in to the USD7 trillion US defined contribution market

Tue, 29/08/2017 - 09:47

For non-US fund managers wishing to tap into the US retirement marketplace, setting up a Collective Investment Trust (CIT) could be an attractive proposition, given the growth of defined contribution (DC) assets. Thanks to their ease of set-up, speed to market, and share class flexibility, CITs are enjoying a renaissance period.  »

James Williams, Hedgeweek

What could blockchain mean for the financial services industry?

Fri, 14/07/2017 - 10:13

Attend almost any financial industry event today and the chances are a panel discussion will refer to blockchain and the transformation opportunities it could afford the industry. It has become a buzzword, a term that one has to pretend to understand and nod sagely whenever it comes up in conversation. If you don't understand blockchain, you're not in the club, cast aside as a technological Luddite.  »

Ross Ellis, SEI

Technology helps investment management operational model break down silos

Mon, 12/06/2017 - 10:11

Increasingly, the search for alpha is pushing asset managers into the furthest corners of financial markets. New asset classes, new instruments and new geographies are conspiring to place huge pressure on pre-existing operating models as managers struggle to cope with the volume of investment data. Whereas previously the front office operated independently from the middle and back office, all three are converging to handle the data management task.  »

Giles Travers, SEI

Embrace RegTech innovation to transform investor compliance into a competitive advantage

Mon, 08/05/2017 - 11:01

The life of the Chief Compliance Officer is not getting any easier with respect to the many regulatory and compliance demands placed on today’s alternative fund management community.  »

Richard Harland, SEI

Investor reporting could become a key differentiator in the battle for raising assets

Tue, 28/03/2017 - 13:47

Alternatives have become a more mature option for institutional allocators, yet the reporting obligations fueled by the constantly evolving regulatory landscape has become a challenge for a large number of alternative fund managers. »

Joel Henkel, SEI

Bringing alternative investment investor relations and onboarding into the digital age

Thu, 16/02/2017 - 09:45

One of the persistent pain points for alternative fund managers is finding a way to streamline the investor onboarding process by automating the subscription document process. To date, this has remained a notoriously inefficient and error-prone set of processes, stymieing the ability for managers – both hedge funds and PERE funds – to bring investor capital into funds and put that capital to work in a timely fashion.  »

Ross Ellis, SEI

Five key trends in disruptive technology - No5: Twitterisation

Tue, 29/11/2016 - 13:22

Meaningful conversations create value. With the proliferation of information sharing and communications platforms, ranging from Vine and Instagram to Snapchat, Dropbox, Pinterest and, of course, Twitter, individuals and businesses (think fashion houses, advertising agencies, media organisations) have many ways to connect and interact across the globe.  »

Ross Ellis, SEI

Five key trends in disruptive technology - No4: Uberisation

Thu, 10/11/2016 - 12:39

Sat here writing this article in one of London’s many coffee shops there are at least half a dozen others tapping away on their MacBooks. By 2020, it is estimated that 40 to 50 per cent of the global workforce will work for themselves, in a freelance or independent consultant capacity, collaborating with people on platforms to deliver a particular service or solution.  »

James Williams, Private Equity Wire

Private equity secondaries become a more liquid proposition

Tue, 01/11/2016 - 12:22

By James Williams (pictured) – The private equity secondary market has experienced significant growth in deal volumes and investor interest in recent years. According to Cogent Partners, secondaries volume was USD22.5 billion in 2010. This rose to USD27.5 billion in 2013, and reached USD42 billion in 2014. Last year, deal flow was estimated to have reached USD40-50 billion.  »

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Contact SEI

To learn more about how we can help you, please contact us at our main investment operational centres:

London

SEI Investment Manager Services, 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR, United Kingdom
Tel: 44 (0)20 3810 7570

Dublin

SEI Investments – Global Fund Services Limited / SEI Investments – Depositary & Custodial Services (Ireland) Limited, Styne House, Upper Hatch Street, Dublin 2, Ireland  
Tel: 353 1 638 2400

US

SEI Investment Manager Services, One Freedom Valley Drive, Oaks, PA 19456 USA   Tel: 610 676 1270
777 Third Ave, 26th Floor, New York, NY 10017 USA   Tel: 212 336 5300
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