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Philip T. Masterson

Philip Masterson
Senior Vice President & Managing Director, SEI’s Investment Manager Services Division at SEI

Philip Masterson serves as the Senior Vice President in SEI’s Investment Manager Services division responsible for the division’s international strategy, business development, client service and delivery.
 
Philip formerly served as President of the Advisors' Inner Circle Funds, SEI's $30 billion turnkey mutual fund platform.  As President of the AIC funds, Philip led all aspects of the funds’ day-day operational, legal and compliance activities as well as product development matters for the trust.  Philip also designed, established and led a distribution team focused on growing the AIC funds through various intermediary channels.
 
Philip joined SEI from Citco Mutual Fund Services, where he served as General Counsel. Prior to Citco, he served as Vice President and Senior Counsel at OppenheimerFunds. Philip received his Juris Doctorate from Creighton University School of Law, cum laude.  He received his master’s degree in securities and financial regulation from Georgetown University with distinction. He frequently speaks at industry conferences and has published articles in the International Investor, Institutional Investor, Review of Securities and Commodities Regulation, Global Assets, Investment Lawyer and Morgan Lewis Hedge Fund Desktop Book, The Journal of Index Investing, Institutional Investor’s Guide to Exchange Traded Funds and Indexing Innovations.  
 



company news
Investment managers must embrace technological innovation or risk being displaced, says SEI

Investment managers must embrace technological innovation or risk being displaced, says SEI

Wed, 06/07/2016 - 09:51

The investment management industry is lagging others in exploiting the vast potential of information technologies, and asset managers are under growing pressure to be more innovative and leverage emerging disruptions occurring in other industries. »

James Willaims, Hedgeweek

Man & machine: Building a knowledge platform to develop predictive prowess in asset management

Thu, 17/12/2015 - 12:38

Big changes are afoot across a broad spectrum of the financial services industry. For example, in the wealth management and investment advisory space, thanks to huge technological developments in recent years, traditional wealth managers have a new competitor to face; the robo adviser, which sounds exciting but it is less the Terminator and more machine learning software, using algorithms to learn investor behaviour and automatically invest into portfolios based on clients' goals and risk threshold.  »

Ross Ellis, SEI

Mid-sized HFAs reduce the size advantage of bank-owned peers

Tue, 16/06/2015 - 10:44

Over the last 15 years the fund administration industry has been dominated by the big banking behemoths at one end of the scale and small niche players at the other.  »

Handshake

SEI adds HF specialist to support growth in institutional outsourcing

Wed, 24/09/2014 - 12:00

SEI has appointed Andrew Daly to the firm’s US institutional advisory team. »

Board table

SEI appoints board members for Advisors’ Inner Circle series trust

Wed, 13/08/2014 - 06:00

SEI has appointed four independent board members for its recently-launched series trust, The Advisors’ Inner Circle Fund (AIC) III, which addresses the rising demand for alternative strategies packaged as mutual funds. »

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