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.

Maintain influence in a more competitive DCIO environment - An industry-shifting approach to gathering DCIO assets

Maintain influence in a more competitive DCIO environment - An industry-shifting approach to gathering DCIO assets

Fri, 02/08/2019 - 11:59

At nearly USD8 trillion, the US defined contribution (DC) retirement market remains one of the largest – and growing – opportunities for asset managers. From 2007 to 2017, net assets grew by 67 per cent, increasing by USD3.1 trillion.  »

SEI Podcast

Podcast: Exploring the private debt frontier – What role could advanced analytics play?

Fri, 19/07/2019 - 13:45

The private debt market is forecast to reach USD1.4 trillion in the next five years. How it evolves will, to some extent, depend on technology innovation, as fund managers look to develop new ways to analyse and value assets, automate processes, and construct customised products to satisfy LPs. In this podcast, Ross Ellis and Chad Longenecker from the SEI Investment Manager Services division, Hank D’Allesandro of Morgan Stanley Credit Partners and Cecile Mayer-Levi of Tikehau Investment Management discuss the role of technology in private debt markets and what future disruption might look like. »

SEI - The new middle office: The key to a competitive advantage

The new middle office: The key to a competitive advantage

Mon, 01/07/2019 - 13:38

To gain an advantage in today’s hyper-competitive world, asset managers must not only evolve their operations, but they must also discover new ways to leverage them. Managers must be operationally adept; particularly in a business that grows more costly and complex, they need an infrastructure that will equip them to better meet client needs, satisfy regulators and compete more effectively.  »

Beyond the numbers: The benefits of middle-office outsourcing

Beyond the numbers: The benefits of middle-office outsourcing

Tue, 18/06/2019 - 12:31

When reviewing middle-office outsourcing proposals, this comment is not uncommon. However, the inclination to evaluate outsourcing by extrapolating in-house operating budgets and comparing them to outsourcing proposals is an insufficient method for determining the total value of a proposed outsourcing relationship.  »

Designer Outsourcing

Designer outsourcing - Move your middle office from cost avoidance to enabling objectives

Fri, 07/06/2019 - 13:54

The first wave of middle-office outsourcing deals came on the heels of the the credit crisis in 2008. Given this timing, it should come as no surprise that the origin of these first generation deals was driven by cost savings. At the time, middle-office operations was viewed as a necessity but also a cost centre.  »

The Customisation Conundrum

The Customisation Conundrum

Fri, 31/05/2019 - 12:35

An asset manager’s decision to change their operating model and outsource their middle office to a service provider should not be made in haste. From building internal consensus to carefully designing an evaluation process, selecting the best fit for an outsourcing partner is a significant investment.  »

Getting ahead vs catching up: Digitalise the investor experience

Getting ahead vs catching up: Digitalise the investor experience

Thu, 30/05/2019 - 13:21

Digital transformation: Science, not fiction - Science fiction is a beloved and enduring genre largely because of technology’s transformative potential. The best examples leverage this to the hilt and extract as much dramatic tension as possible from the situation. »

SEI Podcast

SEI Podcast Series: How are advances in data analytics enhancing both the investor and the investment experience?

Thu, 18/04/2019 - 10:05

The amount of data is growing exponentially. According to IDC, there were 16.3 zettabytes of information generated in 2017 alone. In simple terms, if every piece of data were a penny, it would cover the earth’s surface five times over.  »

James Williams, Hedgeweek

Transformative technologies… in private debt?

Mon, 28/01/2019 - 11:12

In 2017, investors allocated almost USD120 billion into private debt funds, on the back of approximately USD100 billion being raised in 2015 and 2016. To better understand the context into which investors are deploying such large amounts of capital, SEI and Preqin conducted a survey of private debt fund managers in mid-2018.  »

Jim Lewis, SEI

Building bot frameworks with NLP technology

Tue, 27/11/2018 - 14:42

As discussed in the first part of our discussion with SEI on the potential of natural language processing (NLP) – click here to read – the company is currently in the early stages of exploring how NLP might enhance the way staff and clients interact with data. The aim of this initiative is to increase the overall level of engagement and grant users the flexibility to choose their preferred method of navigating information.  »

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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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