Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:SEI Offers Tools to Fund Boards Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, April 23, 2004

SEI Offers Tools to Fund Boards

by: Sean Hanna, Editor in Chief

SEI Investments is hoping to help mutual fund boards in their duties. To do so, the Oaks, Pennsylvania-based firm is offering up a second generation of its eBoardroom software.

"This automated board book assembly system will enhance mutual fund governance, which is a critical need for all Trustees, as governance and compliance have taken center stage in light of recent industry developments," said Steve Meyer, head of SEI's Investment Manager Business.

eBoardroom Version 2.0 presents enhanced functionality to increase Board Room compliance and improve workflow management, according to Meyer. Part of the upgrade covers the regulatory changes that have hit the industry since the fund scandals started last fall.

The tool also promises to simplify the development, distribution and storage of meeting materials. This system offers real-time access to current and historical data, including annual reports, prospectuses and past board books, to give board participants greater flexibility in reviewing important information prior to meetings.

SEI has also incorporated a travel and itinerary management feature and a built-in reminder system to alleviate scheduling and travel issues faced by boards.

In addition, eBoardroom provides an audit trail for use during a regulatory audit. It enables a variety of users of this tool can assemble board materials in an automated manner, thereby reducing the administration process and shifting the focus to an increased compliance posture, according to SEI.

"eBoardroom 2.0 reduces the administrative and time-consuming tasks associated with organizing board meetings. In addition to nearly eliminating the need for physical files, we've created a virtual environment to facilitate board member collaboration and interaction," explained Ross Ellis, head of SEI's Global Funds Services Product Group.  

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use