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Connor Broadley and SEI: A Year of Strategic Partnership The importance of collaboration in a successful strategic partnership
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Case Study: Transforming an operational patchwork into a streamlined investment office Transforming an operational patchwork into a streamlined investment office
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Case Study: Enabling investment office staff to focus on core competencies Enabling investment office staff to focus on core competencies
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Customised governance model and investment solution with varying levels of delegation Creating a customised governance model
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Managing Schemes with an Overseas Sponsor How we apply our customised approach on a global level
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Managing Separate Schemes with the Same Sponsor Applying our bespoke approach to separate schemes with the same sponsor
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People leading the way How fully integrated change management can maximise your investment
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MiFID II: Costs and Charges Collaboration with firms, regulators and industry bodies ensured transparency and efficiency gains for new MiFID II costs and charges regulations
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MiFID II: Transaction Reporting Client partnerships, regulator relationships and internal experts helped deliver a successful collaborative project for new regulations
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Buy-in End-game Solution for a Company in the UK Mining Sector This end-game solution for defined benefit schemes allows trustees to hold an insurance policy as an asset, whilst retaining pension payment responsibility
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Self-Sufficiency End-game Solution for a Large Engineering Firm This end-game solution for defined benefit schemes has trustees and employees together till the end
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DIY Buy-in End-game Solution for a Global Distribution Company This end-game solution for defined benefit schemes holds low-risk assets and hedges longevity risk
