Philip Masterson, head of SEI's investment manager services division in Europe

SEI guide offers insights for European managers targeting US market

SEI has released the "Nine Key Considerations for European Managers Approaching the US Market", a new guide designed to help European investment managers identify and understand key considerations before undertaking US distribution efforts.

This European-focussed guidance stems from SEI's Global Asset Management Product Guide, an online resource that details the key features and requirements of the investment product packaging options predominant in today's global market.
 
"With convergence well underway and an increasingly global marketplace, managers continue to explore new distribution opportunities," says Philip Masterson (pictured), head of SEI's investment manager services division in Europe. "For instance, we often field questions from European managers regarding US '40 Act mutual funds. While there is no 'one size fits all' solution for US distribution and not all strategies fit the applicable regulatory construct, '40 Act products permit managers to access multiple channels in the US and have over USD10trn in assets. We frequently counsel managers on the pros and cons of establishing their own '40 Act fund infrastructure or leveraging a turnkey series trust solution."
 
In addition to exploring investment product packaging options and distribution challenges, the guide also offers insight on the role of consultants and service providers in developing a US distribution strategy. The guide was created by the SEI Knowledge Partnership, which provides ongoing business intelligence to SEI's investment manager clients.

Further reading



Upcoming training

Mon, 12/05/2014 (All day) - Dubai
Tue, 13/05/2014 (All day) - Dubai