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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
Ross Ellis, SEI

Five key trends in disruptive technology - No3: Amazonisation

Mon, 24/10/2016 - 11:45

One of the clear benefits to the increased proliferation of platforms, which offer infrastructure-as-a-solution, is that it is helping start-up and emerging fund managers compete on a level playing field with larger entities.  »


Five key trends in disruptive technology - No2: Googlisation

Wed, 19/10/2016 - 12:49

Asset management has always been an information-based business and as such, managers are not immune to facing innovative and disruptive forces making inroads in other industries.   »

Ross Ellis, SEI

SEI - Best Liquid Alternatives Fund Administrator & Managed Account Platform Technology Firm

Mon, 03/10/2016 - 13:44

In a new thought-provoking white paper entitled The upside of disruption – why the future of asset management depends on innovation, SEI picks out five important trends that are re-shaping the way we live our lives, both socially and professionally. SEI refers to these five trends as: Watsonisation; Googlisation; Amazonisation; Twitterisation, and Uberisation.  »

John Alshefski, SEI

Polen Capital and SEI launch Global Growth and Focus Growth investment trusts

Wed, 28/09/2016 - 09:38

Polen Capital Management is to act as adviser to the Polen Global Growth Collective Investment Trust and the Polen Focus Growth Collective Investment Trust funds, which are established by SEI Trust Company, a subsidiary of SEI. »

Ross Ellis

SEI identifies five key trends in disruptive technology - No1: Watsonisation

Mon, 19/09/2016 - 14:46

In the first of a five-part series, SEI discusses the impact of five disruptive technologies and how they can be applied to the financial industry. The first of these five trends relates to IBM Watson, and the power of cognitive computing.  »

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Mon, 17/10/2016 - 12:51
FundCount LLC
Tue, 04/10/2016 - 10:30
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