Skip to main content

Trending topics

concentration-risk-paper-planes
16 August, 2024

The dangers of following the herd

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

White flags blow in the breeze on a bright, sunny day.
21 May, 2024

The only game in town?

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

DCQ2_campaign_bikes
8 May, 2024

The member benefits of market consolidation

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

value-for-money-piggy-banks
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.

objects_thread
4 April, 2025

SEI Forward

“In like a lion” certainly held true for the first quarter of 2025.

objects_blocks
3 April, 2025

Quarterly economic outlook

The optimism among U.S. investors that greeted Trump’s election has been completely unwound. Read SEI's Economic Outlook.

objects_pencil_chart
24 March, 2025

Central bank depository March 2025

Policymakers riff on tariffs.

Resilient-portfolios-4-230305.10
13 March, 2025

Six steps to building resilient portfolios

Following the aftermath of the 2022 LDI crisis, responsible risk management is more important than ever.

Resilient-portfolios-3-230305.10
case-study
13 March, 2025

Our holistic approach to risk management: a case study

A fiduciary model helped one client to shorten their journey to buyout.

Investment_Returns_orange_stairs
11 March, 2025

Global equity markets get in the mix amid volatility

Our February market commentary.

objects_blocks
7 March, 2025

Trump trade war whiplash.

President Trump’s trade war with two close U.S. allies and China is constantly in flux.

collateral-management-victoria-falls
24 February, 2025

Beyond the waterfall: Embrace flexibility in collateral management

Our dynamic cash flow management delivers agility and adaptability, essential for navigating today's financial challenges.

objects_wooden_blocks_staircase
10 February, 2025

Stocks begin 2025 on a positive note

January market commentary.

Investing_Goals_wooden_arrow_pieces
10 February, 2025

Central bank depository

Monetary policy is all over the map.

objects_blocks
7 February, 2025

Trump’s trade war: Not tariff-ic.

The possible imposition of tariffs on Canada and Mexico and the actual implementation of a 10% across-the-board tariff on China have the potential to increase prices and lower economic growth.

Data_Flow_arrow_blocks
10 January, 2025

A single-market rising tide fails to lift all stock boats.

Our fourth-quarter market commentary.

SEI-Liquid-alts-diversify
7 January, 2025

Liquid alternatives: A different way to diversify?

From dizzying politics to eye-watering levels of inflation, the last two years have proven challenging for UK investors.

Communities_thumb_tacks
7 January, 2025

The year ahead: Navigating Trump 2.0

Our fourth-quarter economic outlook.

Investing_Goals_wood_block_stairs
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.

objects_wooden_blocks_staircase
23 December, 2024

Central bank depository

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

Investing_Goals_wooden_arrow_pieces
6 December, 2024

U.S. and Pacific markets surge while others diverge

November market commentary

GettyImages-1144441690
11 November, 2024

Central bank depository

The cuts keep coming.

Connectivity_puzzle_pieces
11 November, 2024

Markets begin the fourth quarter on a down note

Our October monthly market commentary.

concentration-risk-paper-planes
27 September, 2024

Could the proposed VFM framework do more harm than good?

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

concentration-risk-paper-planes
16 August, 2024

The dangers of following the herd

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

White flags blow in the breeze on a bright, sunny day.
21 May, 2024

The only game in town?

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

DCQ2_campaign_bikes
8 May, 2024

The member benefits of market consolidation

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

DCQ2_campaign_shoes
8 May, 2024

Case study: Navigating one scheme’s integration post-acquisition

We acquired the Atlas Master Trust in 2021, and we're using the experience we gained to ensure that the next consolidation goes as smoothly.

value-for-money-piggy-banks
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.

institutional-budget-string
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.

A teetering stack of multi-colored balls and planks, suggesting balance and interdependency
8 March, 2024

Optimal portfolios for optimal investors

Why blending manager skill with factor strategies creates optimal active portfolios.

White flags blow in the breeze on a bright, sunny day.
23 January, 2024

Mansion House Reforms: Is market consolidation the only way?

When Jeremy Hunt delivered his Mansion House speech in July of last year, it was the UK pension regime that took centre stage.

Customization_river
30 November, 2023

COP26 and pension schemes

How governments are working to reduce carbon emissions.

person_standing_in_front_of_glacier
17 November, 2023

Standing the test of time

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

White flags blow in the breeze on a bright, sunny day.
8 November, 2023

The General Code: How prepared are you?

It appears The Pensions Regulator may finally publish its General Code, previously known as the Single Code of Practice.

navigating-market-volatility-sailor-cold-sea
11 September, 2023

Staying the course

How defined benefit (DB) schemes can navigate today’s macroeconomic environment.

230532.10_IG_Hero_Part2
6 September, 2023

Navigating the cost of living crisis: the SEI glidepath

With the cost of living crisis eroding the savings of millions of UK pensioners, we ask how investors can target real, long-term growth in the current, inflationary environment.

navigating-cost-of-living-woman-cell-phone-230532.02
7 August, 2023

Navigating the cost of living crisis

As millions of UK savers feel the pinch, how can defined contribution (DC) schemes communicate with employers around the cost of living crisis?

technology
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.

Farm roads
11 July, 2023

ESG’s role in manager research

Our four key considerations when we rate our managers and their role in upholding sustainable investing standards.

230341.10_IG_Celebrating-15+ years_Landing page_SEI-master-trust_SEI-master-trust-LI-organic-1_Webdam
26 April, 2023

SEI Master Trust: Celebrating 15+ years of investment excellence

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

230341.10_IG_Celebrating-15+ years_Landing page_SEI-master-trust_SEI-master-trust-LI-organic-1_Webdam
case-study
26 April, 2023

15+ years of investment excellence: a case study

How our investment strategy helped this client target better retirement outcomes for their employees.

Resilient-portfolios-2-230305.10
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

Predictability_green_cubes
3 March, 2023

Roundtable recap: fiduciary management after a period of market crisis

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

Customization_fields
16 February, 2023

SEI’s investment stewardship programme goes from strength to strength

Few would argue that the last three years have been chaotic. And that’s putting it lightly. But there may still be cause for celebration.

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.

about_us_community
17 January, 2023

Sustainable investing at SEI – our approach

If you think ESG (environmental, social and governance) is an overused acronym that has lost all meaning, perhaps a more structured approach can bring it to life.

Adaptability_ivy_wall
17 January, 2023

A new acronym for ESG?

Our vision of ESG investing

creating-owenership-mindeset-dc-220719.07
19 December, 2022

Creating an ownership mindset

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

Investing_Goals_wooden_arrow_pieces
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.

Investing_Goals_wooden_arrow_pieces
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…

Investment_Returns_wooden_block_graph
case-study
27 October, 2022

Case study: Managing separate schemes with the same sponsor

Find out how we developed custom solutions for three separate schemes with the same sponsor

Customization_pencils
case-study
20 October, 2022

Risk control saw scheme strengthen through pandemic

SEI took action the year before COVID-19, which helped a transport and logistics pension scheme withstand the economic impact of the pandemic.

Integration_interlocked_blocks
case-study
12 October, 2022

Partnership approach with private equity transforms pension liability

Empowering trustees to take control

Integration_spiral_of_cards
case-study
12 October, 2022

Dynamic de-risking puts car dealer in driving seat to full funding

On the right road to better investment performance

Interactivity_string_spiral
case-study
7 October, 2022

Transforming an operational patchwork into a streamlined investment office

Partnering to bridge the gap between providers and technology

Investment_Returns_ladder_to_cloud
case-study
22 September, 2022

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

Investment_Returns_arrows_up
case-study
22 September, 2022

Creating a bespoke solution for a global engineering and manufacturing firm

How their funding level progressed.

Adaptability_round_a_bout
14 September, 2022

Endgame solutions for defined benefit schemes

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

objects_thread
16 August, 2022

Making sense of ESG data

Part 2: Thinking about carbon data.

Interactivity_connected_users
case-study
30 July, 2022

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.

Retirement_piggy_bank_umbrella
case-study
28 July, 2022

Using a master trust to provide effective governance

Developing a flexible solution with a customised investment strategy.

Retirement_pig_on_car
28 July, 2022

Increase members' retirement spending power

Learn how our customised glide paths can potentially increase members' savings in retirement.

Investment_Returns_pink_stairs
case-study
28 July, 2022

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.

Data_Flow_sprouting_plant
28 July, 2022

Making sense of ESG data

Part 1: How do we assess reporting around ESG?

Investing_Goals_blue_paper_target
case-study
21 July, 2022

Buyout endgame solution for a retail high street client

This endgame solution for defined benefit schemes transfers all of a scheme’s assets and liabilities to an insurer.

Institutional Investors