SEI Investments

SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment offers investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment delivers investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment gives investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.

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SEI Investments reports Q4 decline, eyes growth in cybersecurity

SEI Investments faced challenges with declines in Q4 2022 revenues and earnings but showcased strengths in strategic business segments and successful recontracting efforts. Initiatives for 2023 focus on growth areas like cybersecurity and RIA, highlighting a proactive approach to future opportunities.
The company must address challenges such as margin trajectory and revenue growth while capitalizing on opportunities in cross-selling and deepening client relationships. Optimism for future growth and commitment to strategic initiatives position SEI Investments for continued success.

SEI Investments reports Q1 challenges, strengths, and growth opportunities

SEI Investments navigated challenges in Q1 with a focus on expense management, revenue growth, and strategic leadership changes to drive positive momentum.
Despite revenue and earnings declines, the company demonstrated strengths in various segments, including the Private Bank business and Investment Advisors.
By addressing challenges, leveraging opportunities in consolidation and acquisitions, and enhancing team capabilities, SEI Investments aims for sustained growth and profitability.

SEI Investments reports solid Q2 earnings, eyes revenue doubling

SEI Investments delivered a strong performance in Q2 2023, with revenue and net income growth, supported by strategic acquisitions and client wins across segments.
While facing challenges such as managing expenses and tax rates, the company remains focused on growth initiatives and revenue expansion to drive long-term value creation.
Opportunities lie in diversifying revenue streams, doubling revenue in the coming years, and optimizing capital allocation strategies for sustained growth and shareholder returns.

SEI Investments reports solid Q3 results amidst market challenges

SEI Investments delivered solid financial performance in Q3, showcasing revenue growth and strategic investments across key business segments. The company faced challenges in Institutional Investors but demonstrated resilience and adaptability.
Despite market pressures, SEI leveraged opportunities in client acquisitions, partnerships, and operational improvements to drive long-term value creation. The acquisition of the National Pension Trust and positive sales outlook position the company for continued growth.
SEI's ability to navigate market challenges, adjust costs, and maintain a focus on strategic growth underscores its commitment to delivering value for stakeholders and sustaining long-term success.

SEI Investments reports robust Q4 earnings, eyes growth amid challenges

SEI Investments delivered a strong performance in Q4 2023, with revenue and net income growth driven by strategic initiatives and operational efficiency.
Despite challenges related to margin sustainability and expenses, the company's focus on growth and innovation presents opportunities for long-term value creation.
Navigating market dynamics and addressing key priorities for 2024 will be crucial for SEI Investments to sustain its growth trajectory and competitive edge.

SEI Investments reports strong Q2 earnings and strategic growth plans

SEI Investments delivered a robust performance in Q2 2024, showcasing financial strength and strategic positioning for future growth.
While facing challenges in certain business segments, the company's proactive strategies and focus on client needs bode well for long-term success.
Opportunities for expansion and revenue growth through innovation and market trends position SEI Investments favorably in the financial services industry.

SEI Investments achieves record earnings, focuses on growth strategies

SEI Investments (SEIC) delivered a strong performance in Q3 2024, with record earnings and growth across all business segments, driven by strategic initiatives and market focus.
The company's emphasis on operational efficiency, client engagement, and market activity positions it well for sustained growth and value creation for shareholders in the long term.
While facing challenges in a dynamic market environment, SEI has opportunities to capitalize on its strengths in key business areas and drive further expansion through innovation and strategic partnerships.

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OAKS, Pa., Dec. 6, 2021 /PRNewswire/ -- SEI® (NASDAQ:SEIC) announced its latest round of product enhancements to the Archway PlatformSM amid significant growth, adding 20 new clients and $125 billion in platform assets since the beginning of 2021. The Archway Platform is the core technology for SEI Family Office Services, a leading provider of technology and services to financial institutions and family offices serving high-net-worth families, including seven of the top 15 wealthiest American families1.

SEI's Archway Platform Adds 20 New Clients and $125 Billion in Assets

SEI (SEIC) reported earnings 30 days ago. What's next for the stock?

SEI (SEIC) Up 1.3% Since Last Earnings Report: Can It Continue?

SEI Investments (SEIC) acquires Novus Partners, a global portfolio intelligence platform company, to broaden its capabilities for institutional investors and investment management clients.

SEI Investments (SEIC) Buys Novus, Expands Investor Capabilities

OAKS, Pa., Nov. 15, 2021 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today unveiled its new brand, connecting the company's broad suite of capabilities and using its history of strength and curiosity to propel future growth. "As the financial services industry continues to experience tremendous change, we work with our clients to meet their emerging and converging needs.

SEI Reveals New Corporate Brand

OAKS, Pa., Nov. 12, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Novus Partners (Novus), a global portfolio intelligence platform company, designed to expand SEI's capabilities for both the institutional investor and investment management markets. "The financial services landscape is ever-evolving.

SEI Acquires Novus Partners to Broaden Capabilities for Large Institutional Investors

OAKS, Pa., Nov. 10, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced that Paducah Bank selected SEI Sphere to enhance their cybersecurity posture and technical operations. SEI Sphere provides comprehensive cybersecurity and IT solutions through a cloud-based infrastructure that optimizes and seeks to protect clients' enterprise technology and data.

Paducah Bank Selects SEI Sphere for Cybersecurity

OAKS, Pa., Nov. 4, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today celebrated the 30-year anniversary of its Advisors' Inner Circle Fund® (AIC) series trust, while announcing the AIC platform's net assets have exceeded $84 billion as of Sept. 30, 2021. Servicing 111 funds on behalf of 45 investment advisors, this milestone reinforces AIC's stature as one of the fund industry's leading and oldest turnkey platforms for '40 Act vehicles.

SEI's Advisors' Inner Circle Fund Celebrates 30 Years

SEI Canada to Provide Discretionary Investment Management Services for Approximately $81 Million in Assets OAKS, Pa., Nov. 1, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced Saskatoon Community Foundation selected the company to serve as outsourced chief investment officer (OCIO) for approximately $81 million CAD of the foundation's assets.

Saskatoon Community Foundation Hires SEI as Outsourced Chief Investment Officer

OAKS, Pa., Oct. 26, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the acquisition of Finomial, an investor lifecycle management firm offering cloud-native financial technology. The technology is expected to be added to SEI's existing investor-focused platforms to further enhance automation and digitization capabilities, as well as reporting and transparency.

SEI Acquires Finomial to Further Enhance Capabilities with Investor-Focused, Cloud-Native Technology

LONDON, Oct. 21, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced the acquisition of Atlas, Capita's defined contribution (DC) master trust. Subject to regulatory approval, the deal extends a successful, long-term strategic partnership between SEI and Capita and positions the SEI Master Trust to continue delivering best-of-breed service at scale.

SEI Announces Acquisition of Atlas Master Trust from Capita

SEI Investments Company's (SEIC) CEO Alfred West on Q3 2021 Results - Earnings Call Transcript

OAKS, Pa., Oct. 20, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2021. Diluted earnings per share were $0.97 in third-quarter 2021 compared to $0.75 in third-quarter 2020.

SEI Reports Third-Quarter 2021 Financial Results

OAKS, Pa., Oct. 13, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the third-quarter 2021 on Wednesday, Oct. 20, 2021 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m.

SEI to Announce Third-Quarter 2021 Earnings on Wednesday, Oct. 20, 2021

OAKS, Pa., Sept. 30, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced that SEI IT Services is now SEI Sphere, continuing to provide clients end-to-end cybersecurity and IT solutions designed to address the operational technology and security challenges facing financial institutions.

SEI Renames IT Services Business SEI Sphere

OAKS, Pa., Sept. 29, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the findings of its inaugural OCIO Search Consultant Survey, providing direct insight into the emerging trends in the OCIO search process, including the use of discretionary and nondiscretionary investment models and the future of due diligence processes.

SEI Survey Finds Nearly Two-Thirds of New Provider Searches by Institutional Investors For Discretionary Services

OAKS, Pa., Sept. 21, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the results of its inaugural sustainable investing survey, which examines insights from nearly 800 registered investment advisors (RIAs) on core sustainable investing topics, including education, investment strategy and sustainability priorities.

SEI Unveils Advisors' Perspectives on Key Sustainability Issues

OAKS, Pa. , Aug. 31, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced continued global growth in its institutional business, adding 11 clients and nearly $3.8 billion in new outsourced chief investment officer (OCIO) and fiduciary management assets during the first half of 2021. Among SEI's institutional clients added in 2021 are Greater Philadelphia YMCA and Real Estate Council of Ontario.

SEI Adds Nearly $3.8 Billion in Institutional Assets Globally in First Half of 2021

OAKS, Pa., Aug. 24, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the launch of the SEI Domestic ETF Strategies, adding five new asset allocation-based models to the SEI ETF Strategy family. The Strategies offer independent advisors enhanced investment flexibility through the SEI Wealth PlatformSM.

SEI Expands ETF Strategy Line-up with New Domestic Offerings

SEI (SEIC) Up 0.2% Since Last Earnings Report: Can It Continue?

Affiliated Managers

AMG vs. SEIC: Which Stock Is the Better Value Option?

OAKS, Pa., Aug. 4, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced that the company will virtually attend Oppenheimer's Technology, Internet and Communications Conference, Morningstar's Management Behind the Moat Conference and UBS' FinTech One-on-One Conference. SEI will host one-on-one or small group meetings throughout the day at all three conferences.

SEI to Attend Upcoming Industry Conferences

Principal Financial Group

PFG vs. SEIC: Which Stock Is the Better Value Option?

PFG vs. SEIC: Which Stock Should Value Investors Buy Now?

OAKS, Pa., July 28, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced a strategic partnership and technology integration with Wealthbox, a client relationship management (CRM) software service designed specifically for financial advisors. Wealthbox joins the nearly 50 technology integrations and strategic partnerships available to independent advisors using the SEI Wealth PlatformSM.

SEI Expands Technology Offering with Wealthbox

Growth in revenues and higher AUM balance support SEI Investments' (SEIC) Q2 earnings.

SEI Investments (SEIC) Q2 Earnings & Revenues Beat, Costs Up

OAKS, Pa., July 22, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced the results of a survey and report that explores the private markets' evolution and perspectives on inherent opportunities. "Private Market Liquidity: Illogical or Inspired?

News for SEI Investments Stock (SEIC)