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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.

Philip Masterson, SEI

Applying a bottom-up approach to regulatory compliance will help firms achieve consistency in reporting

Thu, 05/04/2018 - 10:26

In mid-March, we published the first of a two-part article series with SEI Investment Manager Services on how a top-down, bottom-up solution can go some way towards helping fund managers grapple with regulatory compliance demands as efficiently as possible. »

Philip Masterson, SEI

Global regulatory compliance – RegTech isn’t a panacea but provides critical tools in the right hands

Mon, 19/03/2018 - 09:50

Global regulation has developed like a slow growing but increasingly powerful storm system over the last five years. And whereas big wave surfers welcome such conditions thanks to the epic waves it produces, there are, it could be argued, precious few C-suite executives relishing the equivalent regulatory waves being cast ashore.  »

Jim Cass, SEI

Give LPs the power to do their own reporting, says SEI’s Jim Cass

Thu, 04/01/2018 - 11:46

Following on from the GP survey it produced earlier this year, SEI once again partnered with Preqin, this time to garner the views of investors to understand how they approaching alternative asset investing.  »

James Williams, Hedgeweek

Getting middle office outsourcing right can reap long-term dividends

Thu, 21/12/2017 - 13:37

As investment managers juggle a variety of priorities in order to continue to evolve their business model, trying to balance where to spend operating budget on internal resources versus outsourcing has become a critical consideration. In many ways, the advances in technology and the sheer number of outsourcing providers in the marketplace have given COOs of investment firms much more choice for consideration.  »

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. »

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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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