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SEI Commentary and Perspective
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SEI’s Strength in Volatile Markets
SEI has a history of supporting clients through various market environments.
April 5, 2020
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Are Endowment Spending Levels Sustainable?
NACUBO webinar that focuses on the trends and best practices for higher ed institutions.
April 21, 2020 - 1:00pm ET
DC Plan Sponsor Resources
Access to our most recent economic commentary, industry specific research and poll results.
DB Plan Sponsor Resources
Access to our most recent economic commentary, industry specific webinars and research and latest news.
Nonprofit Resources
Access to our most recent economic commentary, industry specific webinars and research, latest news, and poll results.
Investment Committee Portal
Resources to help run your committee more effectively including education modules, onboarding tools, and best practices.
Second Quarter 2021 Market Review
Kevin Barr, Head of SEI's Investment Management Unit, provides an overview of the global financial markets and our perspective on them.
July, 2021 - Video
Second Quarter 2021 Economic Outlook
Good news is still good news.
Government Resources
Access to our most recent economic commentary and industry specific webinars and research.
Multi-employer Resources
Healthcare Resources
Access to our most recent economic commentary, industry specific webinars and research, and poll results.
Additional Content
We are here to help and keep you informed during these difficult times. Please call or email us if we can help in any way.
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Does the Presidential Election Move the U.S. Stock Market?
SEI’s investment management unit’s weekly update about the U.S. economy, stocks, bonds, and economic calendar...
September 5, 2020
Equity Hot Streak Barreled into Late Summer
Strong equity-market returns continued in August, led by Hong Kong, Japan and the U.S.
September 9, 2020
Plansponsor: Helping to Improve Participant Outcomes with Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics.
August 31, 2020
Virtual Tour: A Remote Look at SEI
A walk though our campus, a glimpse of our culture
October 13, 2020
The Importance of Diversity, Equality and Inclusion (DEI)
Diversity: a range of differences. Equity: ensuring fair treatment and equal opportunity. Inclusion: making people feel they belong so they are...
September 25, 2020
Investment-Grade Fixed Income: An All-Weather Investment
With interest rates near record lows, some investors may be tempted to forgo their bond allocations and hold cash...
October 5, 2020
PlanSponsor – The Plan Sponsor Time Crunch
Retirement plan sponsors look for ways to bring attention and efficiency to their plan
October 28, 2020
When Will We Return to Normal Levels of Economic Activity?
The course of COVID-19 continues to influence the path of the global economic recovery. Most countries...
October 19, 2020
Q3 Commentary: Recovery Rolls On as COVID Rate Climbs
Global equity markets delivered another quarter of outsized gains, moving further from the March 2020 lows as the....
October 9, 2020
Community Foundation Virtual Roundtable Replay
Here what your peers and industry experts discussed at the Roundtable
November 4, 2020 - Webinar Replay
Election Goes into Overtime
It remains to be seen which candidate won the closely contested U.S. presidential election.
November 4, 2020
Video: Why Invest in Core Fixed Income?
To provide insight and perspective on the opportunities for active management in investment-grade fixed income, Kevin Barr, Head of SEI’s Investment...
October 26, 2020
Archived Content
Archives: SEI Commentary and Perspective
Back to recent content
SEI is Staying Calm COVID-19 Crisis: Equity Review
The COVID-19 crisis provided a massive exogenous shock to global capital markets.
April 24, 2020
Markets Update with Jim Solloway
Jim Solloway serves as Chief Market Strategist in our Investment Management Unit, where he is responsible for strategic and active asset allocation...
April 28, 2020 - Webinar Replay
Weekly Update: Equities Hit an Oil Slick
SEI reviews the economy, stocks, bonds and the recent events that hit the U.S. economic calendar.
April 29, 2020
The Shape of the Recovery: V, W or L? Looking Beyond the Letters
It’s challenging to make accurate economic calls under normal circumstances. Add in the uncertainty...
May 1, 2020
Market Perspectives: Managed Volatility
Kevin Barr, Head of Investment Management Unit and Asset Management Distribution, and Eugene Barbaneagra, CFA, Portfolio Manager...
May 1, 2020 - Video
Weekly Update: GDP Shrinks as Spending Sinks
SEI’s investment management unit’s weekly update about the U.S. economy, stocks, bonds, and calendar for the upcoming week.
Nonprofit Spending: Is Now the Right Time to Increase
Key considerations from the NACUBO webinar to support your spending policy decision
Bond Market Liquidity is Back - But is it Here to Stay?
During the peak of the selloff on March 23, bond markets saw a collapse in liquidity as investors were simply unable to find buyers.
May 5, 2020
Fixed Income Update with Bill Lawrence, CFA
Bill Lawrence will provide an update on the fixed income market since his last presentation on March 26.
May 5, 2020 - Webinar Replay
Oil Prices: Looking Beyond the Headlines
Weekly update: SEI continues to believe that commodities have an important role to play in strategic asset allocation.
May 8, 2020
Investors Look Past the Pandemic
Investors were encouraged in April by plans to reopen economic activity in some regions; developments in the race for COVID-19 treatments and...
Weekly Update: Fretful Fed Calls for Fiscal Action
May 15, 2020
Fundraising with Confidence
The Chronicle of philanthropy covers five topics relevant to nonprofits amid COVID-19.
May 20, 2020
Revisiting Value Investing: A Behavioral Finance Perspective
SEI's Eugene Barbaneagra, CFA, explains behavioral biases and the value of long-term investing.
May 26, 2020
Market Watch Interview with SEI's Chief Market Strategist, James Solloway
Why one strategist says these hard-hit stocks will rebound — even if there’s a second wave to the pandemic.
Weekly Update: Fed Warns of Second Wave
SEI’s investment management unit’s weekly update about the U.S. economy, stocks, bonds, and economic calendar for the upcoming week.
May 22, 2020
How to Manage DB Plans Through the Crisis
Experts expect the market volatility will continue for an unknown amount of time, so DB plan sponsors must be flexible and find new directions...
May 28, 2020
PLANSPONSOR Article: Advancing DC Plan Design
Many features are working to help DC plan participants grow their savings, so it’s time to look at investments for the next element of design evolution.
May 19, 2020
Investors Looked Forward to Looser Lockdowns
Global financial markets continued their sharp rallies in May amid loosening lockdowns, promising progress toward COVID-19 vaccine development, and...
June 8, 2020
Weekly Update: Markets Shrug Off Bad News
Portfolio Strategy: The history of crises in US equities
A glance at previous US equity drawdowns, especially in 1987 and 2008, is instructive for some...
June 12, 2020
Introduction to Multi-asset Objective-based Strategies
Why we use multi-asset strategies and the roles they play in an asset allocation framework.
June 4, 2020
Volatility? No Surprise—and Not so Volatile
On June 11, equity markets fell sharply, with declines in excess of 5% for the S&P 500 Index and Dow Jones Industrial Average.
Weekly Update: U.S. Stocks Snap Back to Reality
Market Perspectives: State of the Market
Kevin Barr, Head of SEI's Investment Management Unit, and Jim Smigiel, our CIO of Non Traditional Strategies and Head of the Asset Allocation team...
June 16, 2020
Why Active Fixed Income? Why Now?
Capital markets appear to have returned closer to normal function as of mid-June since their pandemic-driven dislocation in mid-March, thanks to...
June 22, 2020
SEI’s Alpha Sources: An Overview
A PDF that evaluates potential alpha sources, categories, and framework from our Investment Management Unit.
June 24, 2020
Where the Endowment Model Goes Next
The Yale Model may not be the future for university endowments.
June 18, 2020
Pension & Investments: Endowments, foundations face their own challenges
Endowments and foundations face unique challenges because of COVID-19
June 25, 2020
June 26, 2020
Improving Participant Outcomes With Custom TDFs
Off-the-shelf TDFs may not meet the needs of participant demographics, so plan sponsors can build custom TDFs...
July 2, 2020
U.S. Value Stocks: Neglected Opportunity
Growth stocks have outperformed value stocks for most of the past decade, causing many investors to lose faith in value.
July 1, 2020
Q2 Commentary: Stocks Splash Higher Despite Waves of Uncertainty
Equities around the world spent much of the second quarter embracing the sharp rebound that began at the end...
July 9, 2020
OCIOs Expect Pandemic-Fueled Client Boost, See First Spike in Activity
FundFire's article featuring our very own Paul Klauder, executive v.p. and head of SEI’s institutional group.
June 30, 2020
Planning for times like today: How two universities applied enterprise financial risk analysis
Two nonprofits prepare with custom scenarios and risk management...
July 6, 2020
Weekly Update: Gold Shines on Infection Surge
July 10, 2020
SEI Mid-Year Economic Update and Outlook for Institutional Clients
Hear Jim Solloway provide our latest market outlook and positioning, as a second wave of the COVID-19 virus...
Thursday, July 16, 2020 - Webinar Replay
Market Perspectives: Mid-Year Economic Outlook
James Solloway, Chief Market Strategist, Investment Management Unit, provides a mid-year economic outlook.
July 15, 2020
The Art of Deduction: Operational Due Diligence for Alternative Investments
Tom Hunter, CPA, Director of Operational Due Diligence for Alternative Investments discusses operational due...
July 20, 2020
Enhanced Chief Investment Officer (ECIO) Solutions for Institutional Investment Offices
Power up your internal investment program.
July 28, 2020
Investment Office Checkup
10 Questions to ask to determine if you are bringing risk and inefficiency to your internal investment program.
July 29, 2020
Weekly Update: Stocks Struggle on Dismal Outlook
July 24, 2020
Allocation the SEI Way
Art Patten, CFA, Client Portfolio Strategist, Portfolio Strategies Group, comments on the foundation of strategic asset allocation, CMAs and portfolio optimization.
July 30, 2020
Sustainable Investing: What has Changed During the Crisis?
Nonprofits consider how sustainable investments may align with their goals
Seeking Opportunity in Adaptive Markets: Global Diversification Make Sense?
Financial markets are supposed to be efficient, but investor behavior is sometimes driven by greed or fear.
Weekly Update: Stocks Surge, Then Sway
August 7, 2020
Diversification Should Transcend Asset Classes and Geographies
Truly diversified portfolios have struggled versus U.S. equity indexes in recent years, in large part because...
The Stock Market Is Not the Economy
At the end of July, many economic indicators were at levels that would indicate trouble in the U.S. economy.
August 5, 2020
Weekly Update: Stocks Soar on Bullish Sentiment
August 14, 2020
Three Ways to Help Mitigate Equity Market Declines
SEI's portfolio strategist Anthony DiOstilio, CFA talks about equity-market drawdowns, short-term performance swings and what investors should...
August 20, 2020
U.S. Dollar Takes a Dip
Global equities were reinvigorated with a “risk-on” rally in July as the U.S. dollar experienced its largest one-month drop versus a basket of major currencies since September 2010.
August 12, 2020
Weekly Update: Bulls on Parade: Stocks Soar
August 21, 2020
Weekly Update: Consumer Confidence Cools
August 28, 2020
Dawn of a New Dow?
What’s driving the reconstitution of the Dow Jones Industrial Average?
How will Coronavirus Affect Your Fundraising Efforts?
Michael Rosen, one of "America's Top Fundraising Consultants" and "Top Charity Industry Influencers," will tell you 12 ways COVID-19 will affect your...
March 25, 2020
Washington Update: NACUBO Town Hall
Join NACUBO for a 30-minute Washington Update to find out what the coronavirus stimulus package means for higher education, your...
March 31, 2020 - Webinar Replay
Responding to COVID-19 from NPQ
A Dialogue with Foundation Leaders about Philanthropy's Response
April 9, 2020 - 3:00pm ET
Michael Rosen, President of ML Innovations, Inc, discusses how coronavirus can impact funding within the nonprofit sector.
March 6, 2020
Fiscal First Aid? A Market Perspective Update Q&A
Kevin Barr, Head of SEI’s Investment Management Unit, and Jim Smigiel, CIO of Nontraditional Strategies and Head of our Asset Allocation team...
March 17, 2020 - Video
Market Perspective: Equity
Kevin Barr, head of SEI's Investment Management Unit and Steve Dolce, Portfolio Manager for SEI's Small Cap Funds, discuss the current market conditions, including bear markets...
March 19, 2020 - Video
Fixed Income Perspective: Oil-Price War
Russia initiated an oil-price war in early March when it tossed aside a proposal from the Organization of the Petroleum Exporting Countries to cut production...
March 19, 2020
Market Perspectives: Fixed Income Q&A
Kevin Barr, head of SEI's Investment Management Unit and Bill Lawrence, CIO of Traditional Strategies, discuss the current fixed income marketplace.
March 20, 2020 - Video
How Do You Handle a Bear? Patience and Diversification
The U.S. stock-market plunge that began in earnest during mid-February has been primarily defined in broad headline-grabbing terms, ignoring...
Market Update for SEI Institutional Clients
An update from our Chief Economist, Jim Solloway, CFA, on the markets and the current outlook.
March 18, 2020 - Webinar Replay
Uncertain Times Lead to Uneasy Thoughts
Chairman and CEO Alfred P. West, Jr. reflects on what history has taught us and explains why human resiliency always prevails.
March 23, 2020
Stock Prices Slide as Market Volatility Returns
The extended period of market calm that investors have enjoyed in recent years has come to an end.
March 24, 2020
FAQ's: Capital Markets in Crisis
Our investment team has provided answers to questions about the capital markets amid ongoing uncertainty surrounding the COVID-19 pandemic.
Our View on the Markets? Stunning
The speed and magnitude of the equity-market decline have been record-setting. Investors have been stunned and are responding with panic.
Market Perspectives: Global Equity Markets
Kevin Barr, Head of SEI’s Investment Management Unit and Jason Collins, Head of Equity Portfolio Management, discuss the current volatility, which is...
March 23, 2020 - Video
Market Volatility in Hong Kong and Beyond
Kevin Barr, Head of SEI’s Investment Management Unit and John Lau, Portfolio Manager for SEI’s Asia Pacific and Emerging Market Equities...
Looking Beyond the Fear: Analysis of Sharp Selloffs
COVID-19’s spread and containment efforts have forced market prices to recalibrate sharply as expectations about different industries and the...
March 26, 2020
Does the Black Swan’s Flight Path Run Through China?
The COVID-19 crisis has been a catastrophic “Black Swan” event that caused an exogenous shock to global markets.
Fixed Income Market Update with Bill Lawrence, CFA
Join an exclusive live presentation to hear SEI's CIO of Traditional Strategies provide perspective on what's going on in the fixed income marketplace.
March 26, 2020 - Webinar Replay
How does the Coronavirus Aid, Relief, and Economic Security Act help pensions?
Jon Waite, Chief Actuary and Advisory Director of Pension Plans, discusses the CARES Act and what relief it will...
March 31, 2020
The Importance of Your Governance Structure Amid COVID-19
Governance structure can lead to market repercussions, good or bad.
Higher Ed Sector Outlook: Moody's Revises View
Colleges and Universities made swift changes to operate during COVID-19 quarantines, but what might be impacted long term?
March 30, 2020
New Charitable Giving Incentives in CARES Act
Michael Rosen talks about the CARES act and what that means for charitable giving.
April 1, 2020
Feeling Sick: Markets Take Black Swan Dive
It’s far too soon to predict how or when the crisis will end, but we are confident that global markets will eventually have their comebacks. It may take months...
April 2, 2020
CARES Act: Assistance for Nonprofit Organizations & Higher Ed Institutions
7 key provisions to aid nonprofits
April 3, 2020
How Liquidity Needs Impact High Quality Stocks
Join our exclusive live webcast to hear Eugene Barbaneagra, Portfolio Manager for Global Equity and Managed Volatility Strategies, provide perspective for...
April 3, 2020 - Webinar replay
Ways COVID-19 Will Affect Your Fundraising Efforts
Join Michael Rosen and the Association of Fundraising Professionals Greater Philadelphia Chapter as they discuss how fundraising will be impacted.
9 Leading Nonprofit Groups Urge Foundations to Dig Into Endowments to Support Charities
Article from The Chronicle of Philanthropy.
The Municipal Bond Market is Recovering from COVID-19
The municipal bond market was considered healthy to start the year, but like most other markets it has been sickened by the COVID-19 crisis.
April 6, 2020
Quarterly Commentary: Policies Provide Economic Life Support
Today we are confronted with a black swan in the form of a pandemic, as COVID-19 continues its rapid spread...
April 7, 2020
Legacy Fundraising: The Best of Times or the Worst of Times?
A paper by Russell James, PhD, CFA and Michael Rosen.
April 13, 2020
Bond Ladders: A Piece of the Planning Puzzle
In times like these, low-turnover laddered bond portfolios may provide stability.
April 8, 2020
Upside Volatility: Stocks Soared on Signs of Stabilization… Will the Rally Last?
Weekly update from SEI's Investment Management Unit.
April 10, 2020
COVID-19: The story of the quarter
Kevin Barr, Head of our Investment Management Unit, reviews the global financial markets during Q1 2020, and our perspective on them.
Chronicle of Philanthropy: Financing During a Pandemic
How to adapt to a crisis.
April 14, 2020
Q1 2020 Economic Overview
This sudden and widespread stop in economic activity has never been experienced on such a scale in our lifetime.
April 16, 2020
Market Perspectives: Factor-based Strategies
Kevin Barr, Head of our Investment Management Unit, and Eugene Barbaneagra, Portfolio Manager for our factor-based strategies, discuss the...
April 20, 2020 - Video
Equities Rally on Optimism for Reopening
A weekly recap from our Investment Management Unit about the economy, stocks and bonds.
April 17, 2020
After Forced Selling, is it Time for a Small-Cap Comeback?
Eugene Barbaneagra, CFA, shares his thoughts on the opportunity for active management over the next 12 months...
April 21, 2020
SEI is Staying Calm: COVID-19 Crisis: Fixed Income Review
Hedge Fund Review: Perspective During a Pandemic
We believe the current crisis should generate opportunities for hedge fund managers to put capital to work.