Search

Your search keyword '"SEI"' showing total 10 results
Start Over Descriptor "SEI" Journal money management letter
10 results on '"SEI"'

1. Turnkey OCIO Or À La Carte? Best Practice May Be A Blend.

Author

Baron, Violet

Subjects
INVESTMENT advisors, BEST practices, BENCHMARKING (Management), FIDUCIARY responsibility, ASSET management
Abstract

A rift is forming in the way consultants view outsourced chief investment officer (OCIO) services. [ABSTRACT FROM AUTHOR]

Published
2017

2. Engagement Is Defined Contribution Sector's New Mantra.

Author

Paterakis, Michael

Subjects
DEFINED contribution pension plans, RETIREMENT planning, RETIREMENT, RETIREES, MANAGEMENT
Abstract

Defined contribution (DC) plan sponsors and providers will renew and redouble their efforts to engage participants with their plan offerings in the year ahead. [ABSTRACT FROM AUTHOR]

Published
2017

3. Flexibility, Governance Key To Pension Funds' Rate-Hike.

Author

Shapiro, Ben

Subjects
PENSION trusts, INVESTMENT policy, INTEREST rates, FIXED incomes, INVESTORS
Abstract

Pension funds with the proper governance structure and investment policy in place will be best positioned to weather an expected interest-rate hike later this month, according to industry experts. [ABSTRACT FROM AUTHOR]

Published
2016

4. DC Plan Sponsors Embrace White Labeling.

Author

Paterakis, Michael

Subjects
DEFINED contribution pension plans, INSTITUTIONAL investments, INVESTMENTS, GOVERNMENT policy on investments, INVESTMENT of pension funds, LAW
Abstract

White label, or non-proprietary, investment funds can offer defined contribution plans increased diversification and reduced costs compared to proprietary funds, according to industry experts. [ABSTRACT FROM AUTHOR]

Published
2016

5. DC Plan Sponsors Aim For Demographic Customization.

Author

Paterakis, Michael

Subjects
DEFINED contribution pension plans, TARGET-date retirement funds, DEBT service, DEMOGRAPHY
Abstract

The entry of Millennials into the workforce is forcing employers to alter their retirement savings plans to cater to the unique needs of this demographic group. [ABSTRACT FROM AUTHOR]

Published
2015

6. CITs Gain Ground With DC Sponsors, Challenge Mutual Funds.

Author

Paterakis, Michael

Subjects
COMMINGLED funds (Mutual funds), DEFINED contribution pension plans, MUTUAL funds, RETIREMENT planning, FINANCIAL planning industry
Abstract

Collective investment trusts (CITs), also known as commingled funds, are emerging as a popular option among defined contribution plans and a possible alternative to the industry's defining investment vehicle--mutual funds. [ABSTRACT FROM AUTHOR]

Published
2015

7. Robust Returns May Put In Play Public Pension De-Risking Plans.

Author

Kane, Danielle

Subjects
PENSION trusts, RATE of return
Abstract

Improved funded status among public pension funds has opened the door for these plan sponsors to start looking at de-risking strategies, according to industry experts. [ABSTRACT FROM AUTHOR]

Published
2015

8. Sponsors Look To Custom TDFs To Improve Retirement Readiness.

Author

Paterakis, Michael

Subjects
TARGET-date retirement funds, PORTFOLIO diversification, INVESTMENT management
Abstract

As target-date funds have grown in popularity, an increasing number of plans are abandoning off-the-shelf solutions for customized products. [ABSTRACT FROM AUTHOR]

Published
2015

9. HOUSTON COMPANY HANDS OFF $70M PLAN TO SEI

Subjects
SEI, Banking, finance and accounting industries, Business
Abstract

The $70 million Global Marine defined benefit plan in Houston has turned its entire fund over to SEI Investments' manager-of-managers program. Doug Freede, head of investments for Global Marine's DB [...]

Published
1999

10. BRANDYWINE SNARES SEI DIRECTOR FOR SERVICE/SALES

Subjects
Brandywine Asset Management Inc., SEI, Banking, finance and accounting industries, Business
Abstract

Brandywine Asset Management, in a move to help retain existing assets as well as enhance cross-selling opportunities, has hired Adam Spector, formerly a director at SEI Investments, to concentrate on [...]

Published
1998

Catalog

Books, media, physical & digital resources
See catalog results