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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JOHANNESBURG, March 18, 2021 /PRNewswire/ -- SEI (NASDAQ: SEIC) today announced that its South African business, SEI Investments South Africa (Pty) Limited, achieved a Level 2 Broad-Based Black Economic Empowerment (B-BBEE) Rating, scoring more than 95 points on its B-BBEE Certificate. "We are exceptionally proud of our long-standing commitment to the South African market," said Paul Klauder, Executive Vice President and Head of SEI's Institutional Group.

SEI South Africa Achieves Level 2 B-BBEE Rating

OAKS, Pa., March 17, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced significant global momentum in its Private Banking business with seven new SEI Wealth PlatformSM (SWP) client agreements, another seven client implementations and 26 long-term recontract agreements with existing SWP and TRUST 3000® clients in the last 12 months. SWP and TRUST3000 are part of SEI's Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.

SEI Drives Global Momentum in Wealth Management Market

OAKS, Pa., March 15, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC), a leading global provider of investment processing, investment management, and investment operations solutions, announced today that its collective investment trust (CIT) business has surpassed $100 billion in assets under administration   (AUA) as of Dec. 31, 2020, representing a 20.5% increase in the firm's AUA from a year ago. Through SEI Trust Company, SEI launched 39 funds across 11 global investment managers, adding over $17.3 billion in CIT assets in 2020.

SEI's Collective Investment Trust Business Experiences Significant Growth

DALLAS--(BUSINESS WIRE)--o9 Solutions announced a multi-year engagement with The Estée Lauder Companies to transform the company's Global Demand Planning and Supply Planning processes. The Estée Lauder Companies is leveraging o9's platform's capability to review how certain drivers, such as new product launches, promotions, influencer marketing, gift sets, and others are impacting baseline statistical forecasts. The platform enables the company to quickly analyze multiple scenarios of events an

o9 Solutions Working with The Estée Lauder Companies to Transform Planning Capabilities

Enables client data currently held with SEI to feed into proprietary retirement income software Enables client data currently held with SEI to feed into proprietary retirement income software

IncomeConductor® Announces New Relationship with the SEI Wealth Platform

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SEI Investments generates high ROIC, and its profitability drives share buybacks/retirement and higher distributions. The One SEI program of offering parts of its fintech platform provides market opportunities to start clients out slowly and to build on the relationship over time.

SEI Investments: Overlooked Fintech With Upside Potential

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OAKS, Pa., Feb. 8, 2021 /PRNewswire/ -- SEI (NASDAQ:SEIC), a leading provider of outsourced chief investment officer (OCIO) services, today announced the expansion of its strategic partnership to the Sustaining Champion level with the Association of Governing Boards of Universities and...

SEI Expands Strategic Partnership with the Association of Governing Boards of Universities and Colleges

SEI Investments (SEIC) records a rise in revenues and expenses in the fourth quarter of 2020.

SEI Investments (SEIC) Q4 Earnings Beat Estimates, AUM Up Y/Y

SEI Investments Company (SEIC) CEO Al West on Q4 2020 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of 7.50% and 1.51%, respectively, for the quarter ended December 2020. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Q4 Earnings and Revenues Top Estimates

Shares of SEI Investments (NASDAQ:SEIC) increased in after-market trading after the company reported Q4 results. Quarterly Results Earnings per share were up 2.38% year over year to $0.86, which beat the estimate of $0.80.

Recap: SEI Investments Q4 Earnings

OAKS, Pa., Jan. 27, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the fourth-quarter 2020. Diluted earnings per share were $0.86 in fourth-quarter 2020 compared to $0.84 in fourth-quarter 2019. Consolidated Overview (In thousands, except...

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments (NASDAQ:SEIC) unveils its next round of earnings this Wednesday, January 27. Here is Benzinga's everything-that-matters guide for the earnings announcement.

SEI Investments Earnings Preview

OAKS, Pa., Jan. 20, 2021 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the fourth-quarter 2020 on Wednesday, Jan. 27, 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 Fourth-Quarter 2020 Earnings on Wednesday, Jan. 27, 2021

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The Finance sector is likely to witness a turnaround after a dismal performance in 2020. Let's check out JPMorgan (JPM), CME Group (CME), Hartford Financial (HIG) & SEI Investments (SEIC) that are likely to rebound in 2021.

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4 Modestly Undervalued Stalwarts as of December

OAKS, Pa., Dec. 15, 2020 /PRNewswire/ -- SEI (NASDAQ:SEIC) announced today that Pacific Premier Trust, a division of Pacific Premier Bank, will convert their wealth business to the SEI Wealth PlatformSM (SWP). Pacific Premier Trust will also benefit from SEI's comprehensive integration...

Pacific Premier Trust to Convert Wealth Business to SEI Wealth Platform

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SEI Investments focuses on wealth management tools and financial software to banks, investment managers, and RIAs. Driving long-term earnings growth is a constantly high return on invested capital ROIC of 25%. Coupled with an 83% gross margins, management operates a very profitable business.

SEI Investments: 'Land And Expand' FinTech Execution Creates Opportunities

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

For most of the past decade, the SEI Investment Company's (NASDAQ:SEIC) earnings per share and share price moved along together. However, in 2018 and 2019, the earnings kept growing while the share price stalled:

SEI: Can the Share Price Catch Up with the Earnings?

Is SEI Investments Company (NASDAQ:SEIC) a good place to invest some of your money right now? We can gain invaluable insight to help us answer that question by studying the investment trends of top investors, who employ world-class Ivy League graduates, who are given immense resources and industry contacts to put their financial expertise to work. The top picks of these firms have historically outperformed the market when we account for known risk factors, making them very valuable investment ideas.

Were These Hedge Funds Wrong About Piling Into SEI Investments Company (SEIC)?

News for SEI Investments Stock (SEIC)