SEI Investments Company · NASDAQ:SEIC
SEI Investments — FD Forum (September 2006)
7 slides from SEI Investments's conference presentation, September 2006
Slide 1: SEI PensionConnect
September 2006 SEI PensionConnect ©2006 SEI Investments Developments Inc.
Slide 2: The pensions environment in the UK has changed
The pensions environment in the UK has changed Today Yesterday Pension Finance function Pension HR function Schemes closed/frozen Schemes open Heavy legislation Legislation more onerous Well funded Deficits/recovery plans 2
Slide 3: The goals of pensions must change
The goals of pensions must change Asset-based measures Goals-based measures 100 £ Contribution % Funding 3
Slide 4: A defined decision process is more critical
A defined decision process is more critical 1 Set objectives and constraints 4 2 Strategic Implement and Identify, quantify Advice monitor and prioritise Process risks 3 Establish funding and asset allocation policy 4
Slide 5: The investment management strategy must support the strategy
The investment management strategy must support the strategy • Interest rate hedge • Cash • Manage volatility of funding and contributions • Core Fixed Income • Long Duration • Linked to the unique dynamics of the scheme • Extended Duration • Interest Rate Derivatives • UK Equity • International Equ
Slide 6: Our solution: SEI PensionConnect
Our solution: SEI PensionConnect Strategic Advice & Investment Management Management - Portfolio Structure - Financial modeling - Manager Research & Selection - Goal Setting & Monitoring - Manager Oversight & Replacement - Strategy Development - Transition Management - Asset / Liability Study - Glob
Slide 7: Polite notice
Polite notice This information is issued by SEI Investments (Europe) Limited, 4th Floor, Time & Life Building, 1 Bruton Street, London W1J 6TL which is authorised and regulated by the Financial Services Authority. No offer of any security is made hereby. Recipients of this information who intend to