Core Insights - SEI and Attivo Investments have formed a strategic partnership to enhance investment services for advisers and their clients, utilizing SEI's Co-CIO solution for a personalized investment experience and improved efficiency [1][2][3] - The partnership aims to support Attivo Investments' growth by developing a sophisticated investment approach that aligns with client financial goals [1][2][3] Industry Trends - Discretionary managed portfolio services (MPS) in the U.K. have seen a significant growth of 36% in the 12 months leading up to September 2024, indicating a rising demand for personalized investment solutions [2] - The Co-CIO structure is designed to ensure that investor priorities drive decision-making, integrating strategic vision with operational execution [2][3] Company Strategies - Attivo Investments focuses on goal-based investing, providing tailored portfolios that align with financial planning objectives such as preservation, accumulation, and withdrawal [7][9] - SEI's investment philosophy emphasizes personalization and access, which are essential for meeting investors' financial goals in the current economic environment [3][4] Product Offerings - Attivo's portfolio models include Low Cost, Core, and APEX strategies, each designed to meet different investment needs and goals, from cost-effective solutions to high-net-worth investor strategies [6] - The Low Cost strategy utilizes passive investment building blocks, while the Core strategy employs a manager-of-managers approach to enhance efficiency and reduce tax implications [6] Company Background - SEI manages, advises, or administers approximately $1.6 trillion in assets as of September 30, 2024, providing technology and investment solutions across the financial services industry [5] - Attivo Investments is dedicated to empowering financial planners by offering scalable and efficient investment solutions that are aligned with consumer duty principles [9]

SEI Investments Co. (SEIC) has rolled out depository services for Luxembourg alternative investment funds (AIFs), the second-largest fund center globally, as per the Association of the Luxembourg Fund Industry report published in 2021.Rationale Behind SEIC’s MoveThe demand for alternatives and European private markets has been rising among investors for generating higher returns and diversifying their portfolios. Thus, investment managers of all sizes aim to expand their client base by introducing new sourc ...

Launch Strengthens Comprehensive Global Offering and Operational FootprintOAKS, Pa. and LUXEMBOURG, Jan. 7, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of depositary services for Luxembourg alternative investment funds (AIFs), the second-largest fund center in the world.1 With depositary assets growing from $17 billion in 2018 to $100 billion in 2024,2 SEI has experienced significant demand for this service and already provides depositary services to more than 430 funds from other fu ...

Solaris Energy Infrastructure (SEI) , formerly Solaris Oilfield, has seen an extraordinary rise in 2024, with its stock price surging nearly 270%, from under $8 to around $28. This meteoric growth far outshines leading energy stocks like ExxonMobil (XOM) , up a modest 9.9%, and Chevron (CVX) , which dipped 0.1%. SEI has become one of the standout performers in the Oil/Energy sector this year, but the question remains—can the stock replicate its remarkable gains in 2025?SEI, XOM, CVX Year-to-Date Stock Perfo ...

TORONTO, Dec. 16, 2024 (GLOBE NEWSWIRE) -- Sintana Energy Inc. (TSX-V: SEI, OTCQB: SEUSF) (“Sintana” or the “Company”) is pleased to announce the entry of QatarEnergy into the Petroleum Exploration License 90 (“PEL 90”) joint venture through its acquisition of a 27.5% working interest in the petroleum exploration license and petroleum agreement associated with Block 2813B operated by Harmattan Energy Limited, an indirect subsidiary of Chevron Corporation (“Chevron Harmattan”). Upon completion of the acquisi ...

SEI Investments Company’s (SEIC) board of directors has announced a semi-annual cash dividend of 49 cents per share, representing an increase of 6.5% from the prior payout. The dividend will be paid out on Jan. 8, 2025, to shareholders on record as of Dec. 27, 2024.Since the announcement of the hike, shares of SEIC lost nearly 1%. Prior to this, the company increased its dividend by 7% to 46 cents per share in December 2023. SEI Investments has raised its semi-annual dividend six times in the last five year ...

Core Viewpoint - Sintana Energy Inc. has made significant progress in 2024, particularly with the Mopane offshore discovery, which is considered a major advancement for both the company and its shareholders [2]. Company Actions - The Board of Directors of Sintana Energy has approved a total of 6.5 million incentive awards, which include 3.9 million common stock options and 2.6 million restricted share units for directors, officers, and four other parties. The options have an exercise price of CA $1.23, vesting in three equal tranches over the next 24 months, and will expire on December 13, 2034 [1]. Company Overview - Sintana Energy is involved in petroleum and natural gas exploration and development across five large, highly prospective onshore and offshore petroleum exploration licenses in Namibia and Colombia's Magdalena Basin [3].

SEI Investments Co. (SEIC) acquired a Boston-based, tax-smart technology provider — LifeYield. This acquisition will enable SEIC to provide cost-effective automated, real-time unified managed household (UMH) capabilities in a fully bundled overlay solution. This approach will allow advisors to look across all account registrations and optimize clients' after-tax returns.The acquisition is not deemed significant in terms of asset size or material impacts on SEI's operations or financial performance. The Life ...

Core Viewpoint - The Zacks Investment Management industry is poised for growth due to a shift towards higher-yielding investment vehicles, despite challenges from tighter regulations and rising compliance costs [2][3][10]. Industry Overview - The Zacks Investment Management industry includes companies managing securities and funds to meet client investment goals, earning revenue through service fees and commissions [4]. - Investment managers provide diversification options, helping to reduce volatility and ensure steady returns over time [5]. Major Themes Affecting the Industry - **Rising Assets Inflow**: Global equity markets have shown strong performance, leading to significant AUM growth. Investors are expected to move from low-yield money market funds to higher-yield assets like equity funds and long-term bonds [6][7]. - **Shift Toward Passive Investing**: There is a continued trend of investors favoring low-cost passive investment options, although demand for active ETFs and private credit funds is increasing [8][9][10]. - **Mounting Expenses**: Compliance costs are rising due to tighter regulations, and technology upgrades are necessary to meet evolving customer needs, which may increase short-term expenses but support long-term margins [11]. Industry Performance - The Zacks Investment Management industry has outperformed the S&P 500 and the broader finance sector over the past two years, with a collective stock increase of 65.9% compared to 52.5% for the S&P 500 and 41.4% for the Zacks Finance Sector [16]. - The industry currently has a trailing 12-month price-to-tangible book (P/TB) ratio of 5.18X, significantly lower than the S&P 500's 14.79X, indicating a potential valuation opportunity [18][19]. Promising Companies - **SEI Investments**: With a market cap of $11.1 billion and AUM of $493.9 billion, SEI is expected to benefit from revenue growth driven by strategic buyouts and technological innovations. The stock has increased by 28.3% over the past three months [20][21][23]. - **Invesco**: Operating with a market cap of $8.3 billion and AUM of $1.8 trillion, Invesco's financials are supported by strategic expansion and operational efficiency improvements. The stock has gained 15% in the last three months [24][25]. - **Artisan Partners**: With AUM of $167.8 billion, Artisan focuses on high-value-added active investment strategies. The company has seen an 18% increase in stock price over the past three months [26][27].

OAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- The Board of Directors of SEI Investments Company (NASDAQ: SEIC) on Dec. 12, 2024 declared a regular semi-annual dividend of $0.49 per share, an increase from the prior semi-annual dividend of $0.46. The cash dividend will be payable to shareholders of record on Dec. 27, 2024, with a payment date of Jan. 8, 2025.About SEI®SEI (NASDAQ: SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment p ...