OAKS, Pa., June 29, 2016–SEI (NASDAQ:SEIC) hosted more than 30 Taft-Hartley and Public Plan clients for a symposium, held June 15-17 at the company’s headquarters in Oaks, PA. The conference provided a venue for discussions and expert insight into some of the largest and most immediate issues facing multiemployer and public retirement plans, such as the 2016 presidential election, navigating market volatility, as well as responsibilities and best practices for plan fiduciaries.

“Our goal with the symposium is to help our multiemployer and public plan clients understand and be forward-looking on trends and challenges in order to make insightful decisions when it comes to their investment portfolios,” said Roger Messina, Vice President and Managing Director, Client Portfolio Management Team, SEI’s Institutional Group. “In addition to discussing the topics making the biggest impact on the investment landscape and sharing SEI’s unique approach, the symposium allows for valuable networking opportunities.”

The event’s keynote address, “The Next President 2016 – What’s at Stake,” was delivered by Todd Buchholz, former White House advisor and bestselling author. Buchholz is an international economist, hedge fund manager, former Harvard lecturer and frequent guest on TV and radio shows examining business strategies and economic policies around the globe. His presentation focused on the impact the 2016 presidential race could have on Taft-Hartley and public plans given the state of the world economy, interest rate environment, and changing geopolitical trends.

"The U.S., Canada and Mexico, we’re basically working alone,” Buchholz said in his presentation. “I think interest rates are going to stay low because inflation is going to stay low. The commodity-China hype is over. Nationalism means that there is trade friction. Our debt overhang is going to continue to hurt."

Experts from the Institutional Group provided clients with an update on innovations, strategic initiatives, and investments being undertaken by SEI. An overview of the company’s global economic outlook was presented, along with its active investing strategy amid increasingly volatile markets, and approach to researching and selecting investment managers across strategies and asset classes. The event also featured breakout sessions touching on topics including asset allocation, SEI’s views on asset classes the company expects to be strong for the year, updates on potential effects from regulatory changes, and top considerations for risk management and portfolio monitoring.

The final day of the conference included a panel from members of SEI’s Investment Management Unit on their perspectives of the current investment climate. This included portfolio managers from SEI’s high-yield, international and emerging markets, as well as fixed income investment divisions who discussed issues such as inflation, global market conditions, and volatility.

Retired, award-winning Major League Baseball pitcher Jim Abbott, who played ten seasons despite being born without a right hand, closed the event with an inspiring speech about the importance of adaptability in reaching individual goals. Abbot’s message resonated well from an investment perspective as a number of industries must increasingly adapt to rapidly changing market conditions.

About SEI’s Institutional Group

SEI’s Institutional Group is one of the first and largest global providers of outsourced investment management services. The company delivers integrated retirement, healthcare and nonprofit solutions to 470 clients in eight countries. Our solutions are designed to help clients meet financial objectives, reduce business risk and fulfill their due diligence requirements through implemented strategies for the management of defined benefit plans, defined contribution plans, endowments, foundations and board designated funds. 

About SEI

SEI (NASDAQ:SEIC) is a leading global provider of investment processing, investment management, and investment operations solutions that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of March 31, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $684 billion in mutual fund and pooled or separately managed assets, including $265 billion in assets under management and $419 billion in client assets under administration.