Differentiate your firm with a more fulfilling client experience

As portfolios become more complex, and investors more sophisticated, the demand for increased transparency in the form of simplified, timely, customized and more insightful reporting continues. The potential of integrated technology, improved systems and processes, and data analytics provides managers with new opportunities to succeed in the battle for client satisfaction and loyalty.

READ CHAPTER 3  

Our industry is changing at an exponential rate. In our recent paper, Evolution in Asset Management: 2019 Update, we discuss these five key trends–sparked by the rapid pace of innovation–reshaping the business of money management:

  • Chapter 1: Fierce competition
  • Chapter 2: Vulnerable economics
  • Chapter 3: Emboldened investors
  • Chapter 4: Complex regulation
  • Chapter 5: Transformational technology

To learn more, read chapter 3 and get access to Chapters 1 and 2. Stay tuned as the remaining chapters become available.

Connect with us

SEI Investment Manager Services
seiinvestmentmanagerservices@seic.com

  

About SEI's Investment Manager Services Division
Investment Manager Services supplies investment organizations of all types with advanced operating infrastructure they must have to evolve and compete in a landscape of escalating business challenges. SEI’s award-winning global operating platform provides investment managers and asset owners with customized and integrated capabilities across a wide range of investment vehicles, strategies and jurisdictions. Our services enable users to gain scale and efficiency, keep pace with marketplace demands, and run their businesses more strategically. SEI partners with more than 550 traditional and alternative asset managers, as well as sovereign wealth managers and family offices, representing over $24.5 trillion in assets, including 45 of the top 100 asset managers worldwide. For more information, visit seic.com/ims.

1 Freedom Valley Drive, P.O. Box 1100, Oaks, PA 19456
777 Third Avenue, 26th Floor, New York, NY 10017
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Styne House, Upper Hatch Street, Dublin 2, Ireland

seic.com/ims

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