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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Senior Technology Leader Brings Deep Expertise in Digital Transformation for Wealth Management OAKS, Pa. , April 20, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Jonathan Brassington has been appointed to its Board of Directors.

SEI Appoints Jonathan Brassington to Board of Directors

SEI (SEIC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SEI Investments (SEIC) Earnings Expected to Grow: What to Know Ahead of Q1 Release

Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time OAKS, Pa.

SEI to Announce First-Quarter 2022 Earnings on Wednesday, April 20, 2022

Chairman and Founder Alfred P. West, Jr. to Become Executive Chairman OAKS, Pa.

SEI Announces Appointment of Ryan Hicke as Next CEO

Recognition Reflects Expertise in Delivering Seamless Client Experience OAKS, Pa., March 28, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that the company received two WealthTech Americas Awards 2022, recognizing SEI's commitment to providing a modern, personalized wealth management experience.

SEI Wins WealthTechAmericas Awards 2022

UMB Financial

Partnership and Connection at the Core of Organizational Transformation and Future Growth OAKS, Penn. , March 21, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth PlatformSM (SWP), providing UMB's clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution.

UMB Private Wealth Management Live on the SEI Wealth Platform

Ledger Functionality Improves Data Accuracy and Helps Build Investment Book of Records OAKS, Pa., March 17, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of Ledger, a new functionality designed to provide institutional investors and asset owners with the ability to view, update, and reconcile a comprehensive set of raw data within SEI's portfolio intelligence tool, SEI Novus.

SEI Introduces Enhanced Shadow Accounting Capabilities for SEI Novus Users

OAKS, Pa., March 7, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Republic Bank selected SEI Sphere to manage its cybersecurity operations1. SEI Sphere provides comprehensive, cloud-based cybersecurity and IT solutions designed to protect and optimize enterprise technology and data, with services including 24x7 security operations, managed detection, response and remediation.

Republic Bank Selects SEI Sphere for Cybersecurity

OAKS, Pa., March 3, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) and the Association of Governing Boards of Universities and Colleges (AGB) today introduced new research providing insight into the college- and university-affiliated foundation operational and investment landscape. The study, which was unveiled at AGB's Foundation Leadership Forum, found that nearly half of foundations anticipate a better rate of investment return in 2022.

SEI and Association of Governing Boards of Universities and Colleges Unveil New Data on Foundation Investment Landscape

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

Why Is SEI (SEIC) Up 2.6% Since Last Earnings Report?

Focus Financial Partners

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

OAKS, Pa., Feb. 3, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a strategic partnership with Supernova Technology™ (Supernova), adding Nationwide Smart CreditSM to the nearly 50 technology integrations and strategic partnerships available to independent advisors through the SEI Wealth PlatformSM. Nationwide Smart Credit  is a fully digital, end-to-end security-backed lending solution that empowers advisors to help clients use their non-retirement portfolios to access liquidity without disrupting their investment strategy.

SEI Expands Security-Backed Lending Offering with Nationwide Smart Credit, Powered by Supernova Technology

OAKS, Pa., Feb. 1, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced Mother Cabrini Health Foundation as the recipient of the inaugural SEI Novus Greater Good Award, which recognizes institutional investors who make a positive impact on the world through their investments. As the winner, Mother Cabrini Health Foundation receives one year of complimentary access to SEI Novus, a global portfolio intelligence tool that is part of SEI's Enhanced Chief Investment Officer (ECIO) platform for institutional investors.

SEI Honors Mother Cabrini Health Foundation with SEI Novus Greater Good Award

LONDON, Jan. 31, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced a strategic partnership with Maybank Group (Maybank) to deliver its clients SEI's investment expertise and asset allocation strategy. The partnership introduces SEI's manager selection platform and asset management capabilities, including proprietary manager research and due diligence, risk management, and investment research, to Maybank clients.

SEI Partners with Maybank Group to Expand Investment Access for Malaysian Investors

SEI Investments (SEIC) records a year-over-year rise in revenues in the fourth quarter of 2021. Higher expenses hurt results to some extent.

SEI Investments (SEIC) Q4 Earnings Beat, Revenues & Costs Rise

OAKS, Pa., Jan. 27, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth PlatformSM (SWP). The milestone reflects SEI's commitment to continually enhancing and expanding its end-to-end, front-to-back office offering for independent advisors with new technology and investment solutions.

SEI's Advisor Business Surpasses $100 Billion in Platform Assets

SEI Investments Company (SEIC) CEO Alfred West on Q4 2021 Results - Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of 6.19% and 3.01%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Q4 Earnings and Revenues Beat Estimates

OAKS, Pa., Jan. 26, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) today announced financial results for the fourth-quarter 2021. Diluted earnings per share were $1.03 in fourth-quarter 2021 compared to $0.86 in fourth-quarter 2020.

SEI Reports Fourth-Quarter 2021 Financial Results

SEI Investments (SEIC) Earnings Expected to Grow: What to Know Ahead of Q4 Release

OAKS, Pa., Jan. 19, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) intends to release earnings for the fourth-quarter 2021 on Wednesday, Jan. 26, 2022 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 2021 Earnings on Wednesday, Jan. 26, 2022

SEI Investments (SEIC) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Why You Shouldn't Bet Against SEI Investments (SEIC) Stock

SEI Investments (SEIC) launches Digital Account Open and Digital Model Management, two key technology enhancements that it will make available to advisors through its SEI Wealth Platform.

SEI Investments (SEIC) Enhances Key Technology Offerings

OAKS, Pa., Jan. 5, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of Digital Account Open and Digital Model Management, two key technology enhancements available to independent advisors through the SEI Wealth PlatformSM. Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool.

SEI Enhances Advisor Technology Platform and Advances Cloud Transformation

Affiliated Managers

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

News for SEI Investments Stock (SEIC)