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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Strong fundamentals, strategic acquisitions, technological advancement and solid AUM balance will keep supporting SEI Investments (SEIC).

6 Reasons to Add SEI Investments (SEIC) to Your Portfolio

TORONTO , Dec. 19, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Karla Webster Gill has been named Managing Director and Head of Asset Management Distribution for SEI Investments Canada Company (SEI Canada). A 16-year SEI veteran, Gill brings more than 27 years of industry experience.

SEI Names New Head of Asset Management Distribution in Canada

Patria Investments

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

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

SEI Recognized for Efforts in Data and Technology OAKS, Pa. , Dec. 8, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) was named a winner at the 2022 CIO Industry Innovation Awards in the "Data and Technology" category.

SEI Named CIO Industry Innovation Award Winner

SEI Investments (SEIC) announces a 7.5% hike in its semi-annual cash dividend. This, along with a steady share repurchase program, will continue to enhance shareholder value.

SEI Investments (SEIC) Announces 7.5% Dividend Increase

SEI Investments Company remains on the right path toward sustainability amidst volatility. Growth remains hammered, but its rebound potential in 2024 is high.

SEI Investments: A Pause Can Mean A More Promising Potential

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

Why Is SEI (SEIC) Up 18.6% Since Last Earnings Report?

SEI Family Office Services and Canoe Intelligence Strengthen Long-standing Relationship with Enhanced Document and Data Management Technology for Alternative Investments OAKS, Pa. , Nov. 21, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced an expanded strategic partnership with Canoe Intelligence ("Canoe"), the financial technology company powering alternative investment intelligence, to automate and bring new efficiencies to the alternative investment document and data workflows within SEI's Archway Platform℠.

SEI Selects Canoe Intelligence to Power Alternative Investment Data Management

New Service Helps Wealth Managers Address Investors' Increasing Portfolio Complexity OAKS, Pa. and LONDON , Nov. 10, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced enhanced unified managed household (UMH) capabilities within the SEI Wealth PlatformSM (SWP) through a strategic partnership with LifeYield®, a leading API-based Software-as-a-Service provider.

SEI Enhances SEI Wealth Platform with Unified Managed Household Capabilities from LifeYield

Public Invited to Monitor Webcast OAKS, Pa. , Nov. 8, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ: SEIC) will present a live webcast of its Investor Conference on Tuesday, Nov. 15, 2022, from 8:30 a.m.

SEI to Hold Investor Conference

An increase in revenues supports SEI Investments' (SEIC) Q3 earnings amid a tough operating backdrop.

SEI Investments (SEIC) Q3 Earnings Top Estimates, AUM Down

SEI Investments Company (NASDAQ:SEIC ) Q3 2022 Earnings Conference Call October 26, 2022 4:30 AM ET Company Participants Lindsey Opsahl - Head-IR Ryan Hicke - CEO Dennis McGonigle - CFO Paul Klauder - EVP, Head of the Institutional Group Phil McCabe - EVP, Head-Investment Manager Services Sanjay Sharma - EVP and Global Head-Private Banking Wayne Withrow - EVP, Independent Advisor Solutions Conference Call Participants Owen Lau - Oppenheimer Ryan Kenny - Morgan Stanley Ryan Bailey - Goldman Sachs Operator Ladies and gentlemen, thank you for standing by. And welcome to the SEI Third Quarter 2022 Earnings Call.

SEI Investments Company (SEIC) Q3 2022 Earnings Call Transcript

SEI (SEIC) delivered earnings and revenue surprises of 11.59% and 2.61%, respectively, for the quarter ended September 2022. Do the numbers hold clues to what lies ahead for the stock?

SEI Investments (SEIC) Tops Q3 Earnings and Revenue Estimates

OAKS, Pa. , Oct. 26, 2022 /PRNewswire/ -- SEI Investments Company (NASDAQ:SEIC) today announced financial results for the third-quarter 2022. Diluted earnings per share were $0.45 in third-quarter 2022 compared to $0.97 in third-quarter 2021.

SEI Reports Third-Quarter 2022 Financial Results

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

SEI to Announce Third-Quarter 2022 Earnings on Wednesday, Oct. 26, 2022

Organizational Structure Reinforces Company's Focus on Seizing Market Opportunities OAKS, Pa. , Oct. 11, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the global alignment of its asset management businesses and related units, which will be led by Executive Vice President Wayne Withrow , to capitalize on market opportunities and accelerate the company's next chapter of growth.

SEI Aligns Asset Management Businesses to Accelerate Growth

BEVERLY, Mass.--(BUSINESS WIRE)-- #UCIT--Easterly Asset Management is pleased to announce the launch of three collective investment trusts (CITs) to better serve growing client demand in the institutional retirement market. The three CITs are: Easterly Small Cap Value CIT; Easterly Small-Mid Cap Value CIT; and Easterly EAB Hedged Equity CIT. Easterly Investment Partners will act as the advisor on the Easterly Small Cap Value CIT and the Easterly Small-Mid Cap Value CIT. These CITs will mirror EIP's exi

Easterly Asset Management to Launch First Collective Income Trusts to Meet Growing Client Need

Solution to Provide Clients with Real-time Data and Analytics, Powered by Snowflake OAKS, Pa. , Aug. 22, 2022 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the launch of SEI Data Cloud through a strategic partnership with Snowflake , the Data Cloud company, to address the financial services industry's demand for more advanced data integration.

SEI Introduces SEI Data Cloud

SEI (SEIC) Up 6.6% Since Last Earnings Report: Can It Continue?

Appointment Reinforces Company's Strategic Focus on Driving Growth OAKS, Pa. , Aug. 17, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Executive Vice President Sandy Ewing has been appointed to lead the company's Family Office and Regulatory Services, where she will work with SEI's business segment leaders to advance business opportunities and execute growth strategies for these offerings in existing and new markets.

Sandy Ewing to Lead SEI's Family Office and Regulatory Services

SEI Investments is an overlooked dividend aristocrat. Shares of SEI Investments are attractively valued.

SEI Investments Is Another Decent Dividend Growth Stock

Practice Management Hub Offers Advisors Actionable Tools and Advice OAKS, Pa. , July 27, 2022 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of Growth Lab, a practice management hub featuring tools and extensive resources that help independent advisors deliver more value—and a complete experience—for their clients.

SEI Launches Growth Lab

SEI Investments (SEIC) records a year-over-year rise in revenues and expenses in the second quarter of 2022.

SEI Investments (SEIC) Q2 Earnings Miss, Costs & AUM Rise Y/Y

SEI Investments Company (NASDAQ:SEIC ) Q2 2022 Earnings Conference Call July 20, 2022 4:30 PM ET Company Participants Lindsey Opsahl – Head-Investor Relations Ryan Hicke – Chief Executive Officer Dennis McGonigle – Chief Financial Officer Phil McCabe – Executive Vice President, Head-Investment Manager Services Sanjay Sharma – Executive Vice President and Global Head-Private Banking Wayne Withrow – Executive Vice President, Independent Advisor Solutions Conference Call Participants Ryan Kenny – Morgan Stanley Robert Lee – KBW Owen Lau – Oppenheimer Operator Ladies and gentlemen, thank you for standing by. Welcome to the SEI's Second Quarter 2022 Earnings Call.

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