SEI Client Symposium Focuses on the Future of Institutional Investing
Corporate clients attended sessions on implementing investment risk management strategies, maximizing plan returns and understanding the benefits of discretionary investment management. Clients also gained further knowledge of SEI's investment process, potential impacts of tax reform, and encouraging participant and committee behaviors that lead to better retirement outcomes.
Healthcare clients and experts from credit rating agencies, including S&P, Moody's and Fitch, participated in a roundtable discussion, providing perspectives on the growing use of alternative investments in organizations' portfolios, effects of the changing regulatory landscape, and recent changes to rating criteria. A panel featuring two SEI healthcare clients,
"The money management landscape for corporate and healthcare institutions is increasingly complex, and driven by a number of factors – from volatile equity markets to regulatory changes," said
The event featured two keynote speakers:
Milkman discussed people's approach to decision-making and how leveraging disciplines, such as behavioral economics, can help investment committee members avoid biases and develop strategies that motivate better decision-making.
In her second SEI client symposium appearance, Levine presented "Peakonomics: Success Strategies from the Seven Summits," which explored how to best react to uncontrollable environments and how principles that lead to success in the world of extreme adventure also apply to everyday settings – in both business and life.
The conference also featured panels of SEI investment professionals on a variety of issues, including:
- Navigating the Retirement Path Ahead: Participants evaluated the need for a new approach to building and managing investment line-ups for defined contribution plans, as well as sophisticated LDI tools for the defined benefit plan.
- Committee Dynamics and Decision-Making: Panelists discussed the importance of managing committee dynamics to achieve organizational and financial goals, including the establishment of sound governance processes and fiduciary responsibility.
- Institutional Investing—What's Trending?: Experts examined views on active vs. passive investing and other innovative investment strategies, such as factor-based investing and World Select Equity strategies.
Attendees also heard more information on SEI's economic outlook for the remainder of 2018 and were presented with a showcase of the company's investment management technology. The event was held at SEI's global headquarters, a 96-acre campus just outside of
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About SEI
Now in its 50th year of business, 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
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