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7 January, 2025

The year ahead: Navigating Trump 2.0

Our fourth-quarter economic outlook.

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3 January, 2025

SEI Forward

Global investors weathered quite a year in 2024, including global central bank pivots to easy monetary policy, voter pivots to opposition parties, rapidly rising national debt levels, and escalating geopolitical strife.

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23 December, 2024

Central bank depository

Policy rates in the advanced economies will likely ease further in 2025.

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6 December, 2024

U.S. and Pacific markets surge while others diverge

November market commentary

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11 November, 2024

Central bank depository

The cuts keep coming.

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11 November, 2024

Markets begin the fourth quarter on a down note

Our October monthly market commentary.

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9 October, 2024

Central banks get on the cutting edge

SEI quarterly market commentary

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4 October, 2024

SEI Forward

The third quarter prepared investors well for the upcoming Halloween season.

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4 October, 2024

A long autumn

SEI recently released its third-quarter Economic Outlook.

27 September, 2024

Could the proposed VFM framework do more harm than good?

Groupthink could pose a threat to the UK master trust market.

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Professional Adviser: Liquid alternatives in the eye of economic storms

Advisers must reconsider their investment strategies to drive growth.

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10 September, 2024

Equity markets go to extremes but come out ahead

Our August 2024 monthly market commentary

16 August, 2024

The dangers of following the herd

Could the rise of passive investing spell disaster for a consolidated master trust market?

15 July, 2024

Launching a DFM: Five key questions

How to decide if an in-house discretionary fund manager is right for your business.

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21 May, 2024

The only game in town?

Why defined benefit schemes need to think differently about the endgame.

8 May, 2024

The member benefits of market consolidation

How we ensure service continuity for members transitioning into the SEI Master Trust

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17 April, 2024

Just how should we assess value for money (VFM)?

The FCA will consult on a new VFM framework soon. Our DC team argue for a definition of ‘value’ that covers more than just costs.

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Professional Adviser: The role of financial advisers: Helping secure the future

Having the right technology is critical to helping clients meet financial goals.

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18 March, 2024

Spring Budget 2024—an opportunity missed?

In this blog post, our DC team reflect on this year’s Spring Budget announcement, asking whether the proposed measures really tackle the right issues.

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IFA Magazine features J. Womack on reshaping the client experience

The road ahead: SEI’s Womack shares practical tips for advisers keen to ensure a forward-thinking client proposition.

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26 January, 2024

Can private credit maintain momentum?

Private lenders played a central role in fuelling growth and innovation in recent years. Can they successfully navigate a more challenging market environment?

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Professional Adviser: The road ahead: Trends shaking up the adviser value proposition

Advisers must remain nimble and proactive in evolving their propositions.

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15 December, 2023

Tackling common behavioral biases in investing

Everyone has behavioral biases, so it’s no surprise that they can affect both advisors and investors.

17 November, 2023

Standing the test of time

Three reasons the SEI Master Trust has what it takes in an increasingly competitive market.

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Professional Adviser: Look ahead to 2024: Are advisers prepared for a growth play?

The IFA landscape is undergoing its own generational evolution.

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Money Marketing: New threats to growth.

Balancing business and client needs.

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ThinkAdvisor: 5 trends shaking up advisor value propositions now

Advisors must rethink business models to meet client needs.

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Professional Adviser: Democratising finance: Alternatives and the role of financial advisers

The array of alternative investments is vast.

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26 July, 2023

Professional Adviser: How to balance investment flexibility with too much choice

Coaching clients through the 'paradox of choice.'

18 July, 2023

How could fiduciary management help your scheme?

In this interview, David Hodgson—a client director for consultant, MHM Pension Services Ltd (MHM)—asks SEI’s Charles Marandu about the advantages of fiduciary management.

26 April, 2023

SEI Master Trust: Celebrating 15+ years of investment excellence

What does it take to run an ‘investment-led’ master trust?

6 April, 2023

Risk management: more than the sum of its parts?

Why defined benefit (DB) schemes need to consider risk factors in aggregate.

23 March, 2023

Crossing the divide: Tackling the ownership crisis in pensions

Latest research helps unpack the issues at the heart of low scheme member engagement

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3 March, 2023

Roundtable recap: fiduciary management after a period of market crisis

The lessons learned from the liability-driven investment market crisis.

24 January, 2023

LDI crisis is a 'stark reminder' on governance, diversification and risk management

Why trustees should consider their approach in these areas going forward.

19 December, 2022

Creating an ownership mindset

How to help foster better member engagement when so few people pay attention to their pension.

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12 December, 2022

Why synthetic assets might not be such a good idea

As some pension schemes look to synthetic assets for growth exposure, we argue for careful consideration of the macroeconomic picture.

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28 November, 2022

New paper discusses SEI’s approach to recent market volatility

After a tumultuous month for defined benefit (DB) pension schemes, finally it seems as if the dust might settle…

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28 September, 2022

Innovations for in-plan retirement income.

Several factors have combined to drive renewed interest in in-plan retirement income solutions

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14 September, 2022

Endgame solutions for defined benefit schemes

We can help you choose the right path to your final destination.

13 July, 2022

Investing your values: What matters most

Building an investment portfolio that aligns with your sustainability priorities and values shouldn’t be a pipe dream.

13 July, 2022

Making crypto less cryptic

Is crypto the new financial literacy?

A grouping of five acorns on a white background represent how a collective group can make a difference in sustainability practices.
5 November, 2021

SRI, ESG and Me: The alphabet soup of sustainable investing

At first glance, the terminology around the concept of sustainable investing may seem a little murky…so many acronyms!

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6 October, 2021

Alternative investments for pension schemes

An introduction to alternative investments: Can your scheme handle more illiquidity?

9 June, 2021

Operational due diligence: Identify red flags before committing to an alternative investment

Investors need to use caution when considering alternative investments. Knowing the basics of a strong due diligence process can help reduce the risk of fraudulent activity.