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Searching for: researcher is "sei investments"

Surveys listed in reverse order of publication date

Results 1-10 of 10.

The Changing Landscape Requires a New Approach
The Changing Landscape Requires a New Approach
SEI Investments
25 Jul 2016 United States Scheme Issues & Trends, Investment - General, Countries - US, Administration
SEI Investments have published research which highlights how recent trends have affected the management of DC pension arrangements and suggests that plan sponsors should adopt a better process to manage the risks they face as plan fiduciaries.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jul 2016 or click here (this link will not work in all circumstances). For further information about Perspective click here.

3999189E   Click here to contact the authors.
 
US implementation of liability driven investing (LDI) lags behind global counterparts
US implementation of liability driven investing (LDI) lags behind global counterparts
SEI Investments
6 Jun 2007 United States Investment - General, Countries - US
An SEI Global Quick Poll has revealed that while liability driven investing (LDI) has received a lot of attention, only 20% of those pension plans polled are currently implementing LDI strategies and 33% are not even considering implementing an LDI approach. The fact that organisations are slow to implement is a contradiction of the stated global need for LDI, as nearly three quarters (72%) of those polled indicate they want the asset pool to provide some level of support to their pension's liability.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

4F376775   Click here to contact the authors.
 
SEI Poll: Plan Sponsors Feel Resources Are Not Aligned With New Post-Reform Priorities
SEI Poll: Plan Sponsors Feel Resources Are Not Aligned With New Post-Reform Priorities
SEI Investments
9 Jan 2007 United States Pension Reform, Countries - US, Administration, Accounting
A Quick Poll released today by SEI reveals that almost half of the participating plan sponsors feel that the new pension rules demand attention in areas where internal resources are not currently focused. The majority of plan sponsors polled feel that managing the financial risks posed by the plan should be the top pension priority. Executives acknowledge, however, that their people are dedicating too much time in other areas.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2007 or click here (this link will not work in all circumstances). For further information about Perspective click here.

9635988B   Click here to contact the authors.
 
SEI warns traditional pension design studies limit ability to achieve long-term goals
More comprehensive plan design studies needed
SEI Investments
3 Aug 2006 United States Scheme Design (inc. DB & DC), Investment - General, Countries - US
According to a study from SEI Investments, pension plan sponsors considering freezing or closing their defined benefit plans must perform more comprehensive plan design studies or risk significant financial burdens for their organisations. In a white paper, entitled "Pension Freeze Frame: Before Making Plan Changes, Design Studies Need to be Expanded", SEI warns that traditional plan design studies need to fully consider the overall financial risk management of the plan and the interaction between the plan finances and sponsor finances. The research aggregates the experiences of six different plan sponsors and identifies common benefits of a more comprehensive plan design analysis that includes the interplay of assets and liabilities, the overall impact of the change on corporate finances and how new investment and risk management strategies - such as derivatives - are implemented.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Aug 2006 or click here (this link will not work in all circumstances). For further information about Perspective click here.

833418F9   Click here to contact the authors.
 
Research into the strategic management of offshore assets by South African pension funds
This survey of forty participants examines attitudes towards offshore investing.
SEI Investments
Jan 2005 South Africa Investment - General
This study is part of SEI’s ongoing researching into the issues facing South African pension funds today, and explores whether or not attitudes and practices have changed towards offshore investing.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2005 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7228639C   Click here to contact the authors.
 
CFOs Frustrated with Impact of Pensions on Companies' Financial Health
Impact of Pensions on Companies' Financial Health
SEI Investments
Dec 2004 United States Miscellaneous
This survey reveals that despite improved market performance, the negative impact of pension plans on profitability and the financial health of America's corporations continues to worsen. More than three quarters (76%) of CFOs surveyed said pension plans are negatively impacting corporate finances, up 15% from a year ago. An overwhelming majority of CFOs (86%) lack a sufficient level of control over the impact their defined benefit plan has on their company's corporate finances.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Dec 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

8A2759B0   Click here to contact the authors.
 
Research on Defined Contribution Pension Plan Members
Research on Defined Contribution Pension Plan Members
SEI Investments
May 2004 Canada Scheme Design (inc. DB & DC)
According to this research, Members of Defined Contribution (DC) pension plans in Canada are pessimistic about their retirement prospects and lack sufficient knowledge about the details of their investments and pension plans.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> May 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

EC24055E   Click here to contact the authors.
 
Sponsors concerned about litigation and ineffective education programmes
Research on Defined Contribution plan sponsors
SEI Investments
Jan 2004 Canada Scheme Issues & Trends, Scheme Design (inc. DB & DC)
This research reveals that sponsors of Defined Contribution (DC) pension plans in Canada believe that efforts to educate pension plan members are not working and could expose their organisation to litigation. The study indicates that 53% of sponsors believe educating plan members is extremely important in protecting their organisations from potential litigation. However, only 11% of sponsors rated their own performance extremely well in this area.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jan 2004 or click here (this link will not work in all circumstances). For further information about Perspective click here.

7D201369   Click here to contact the authors.
 
Multi-Country Pension Study
The impact of pension plans on companies
SEI Investments
Jun 2003 United States, Netherlands, United Kingdom, Canada Scheme Issues & Trends, Funding and Minimum Funding Requirement
This study reports that the impact of pension plans on companies in North America and Europe goes far beyond financial statements. The damage has seeped into capital spending, caused the elimination of traditional retirement plans, and, at a significant number of companies, prompted a shift in business strategy.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Jun 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

82136968   Click here to contact the authors.
 
Pension Fund Research
Adoption of the Myners' Principles plus Issues and concerns facing pension funds
SEI Investments
Feb 2003 United Kingdom Scheme Issues & Trends
With the government’s review of the uptake of the Myners Report drawing near, this research demonstrates that the government should focus their attention away from Myners and onto other bigger issues concerning pension funds, which in many cases may involve the survival of the schemes themselves.

More details are generally available exclusively to subscribers of Perspective, the electronic pensions legal & regulatory information and news service. To read the summary, subscribers should launch Perspective and navigate via the Table of Documents to PensionSurveys >> Feb 2003 or click here (this link will not work in all circumstances). For further information about Perspective click here.

C4095931   Click here to contact the authors.
 

Results 1-10 of 10.