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SEI Files Exemptive Application for ETF Multi-Share Class
Prnewswire· 2024-12-12 14:00
Fund Structure to Provide Investment Flexibility and Growth Opportunities for Investment AdvisorsOAKS, Pa., Dec. 12, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced the filing of an exemptive application with the Securities and Exchange Commission (SEC), seeking approval to establish an ETF multi-share class structure of mutual funds administered and distributed by SEI.As industry demand for this fund structure has increased, SEI has evaluated the ETF multi-share class model and how it can help effe ...
SEI Acquires LifeYield
Prnewswire· 2024-12-11 14:00
New, Fully Bundled Technology Solution to Deliver Real-time UMH and Tax CapabilitiesOAKS, Pa., Dec. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the acquisition of LifeYield, a Boston-based, tax-smart technology provider. Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations ...
Front Street Capital Management Selects SEI for Custody and Advisor Technology
Prnewswire· 2024-11-21 14:00
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth OAKS, Pa., Nov. 21, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Front Street Capital Management (Front Street) has selected SEI for custody and technology solutions, embracing a tightly integrated, single infrastructure that provides an end-to-end experience across every aspect of an advisor's business, including a dedicated service and relationship management model.Front Street is moving more than $6 ...
SEI Expands SMA and UMA Solutions with Suite of Equity and Fixed Income Strategies
Prnewswire· 2024-11-18 17:00
New SEI-Managed and Third-Party Investment Options Further Bolster Flexibility for AdvisorsOAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the launch of a new lineup of separately managed account (SMA) strategies, offered through the Managed Account Solutions program1 and designed to increase flexibility in both equity and fixed income solutions. The additions include SEI-managed strategies and third-party strategies from exceptional global investment firms, including AllianceBe ...
Brown Advisory Selects SEI to Launch First ETF
Prnewswire· 2024-11-18 14:00
SEI's Turnkey Operational Platform and Comprehensive Suite of Services Provide Scale and StabilityOAKS, Pa., Nov. 18, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Brown Advisory selected the Advisors' Inner Circle Fund® (AIC) series trust as its operational platform to launch the Brown Advisory Flexible Equity ETF (NASDAQ:BAFE), the firm's first ETF. A fundamental active strategy focused on U.S. companies, Brown Advisory's Flexible Equity ETF is managed by a tenured team with an existing foo ...
Solaris Energy Infrastructure, Inc.(SEI) - 2024 Q3 - Quarterly Report
2024-11-07 22:26
Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Class A Common Stock, $0.01 par value "SEI" New York Stock Exchange (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38090 SOLARIS ENERGY INFRASTRUCTURE, IN ...
SEI Investments Collaborates With Close Brothers Asset Management
ZACKS· 2024-11-07 17:06
SEI Investments Co. (SEIC) has entered into a strategic partnership with Close Brothers Asset Management (“CBAM”) to power the latter’s operational growth and transformation.Details of SEIC’s CollaborationSEI Investments was chosen after an extensive, multi-stage evaluation process that included numerous providers. This strategic collaboration between SEI Investments Europe Ltd., SEIC’s wholly-owned UK subsidiary, and CBAM will provide the latter with advanced, integrated technology and services, such as da ...
Close Brothers Asset Management and SEI Announce Strategic Partnership
Prnewswire· 2024-11-06 13:00
Technology and Operational Outsourcing Drives Scale and GrowthLONDON, Nov. 6, 2024 /PRNewswire/ -- Close Brothers Asset Management (CBAM) and SEI® (NASDAQ:SEIC) today announced a strategic partnership to power CBAM's operational transformation and growth. CBAM will adopt the SEI Wealth PlatformSM (SWP) and SEI Data Cloud, which provides access to real-time data and analytics to leverage a fully integrated technology and operational outsourcing solution.CBAM, which manages approximately £20 billion in assets ...
Solaris Energy Infrastructure, Inc.(SEI) - 2024 Q3 - Earnings Call Transcript
2024-11-05 19:27
Solaris Oilfield Infrastructure, Inc. (SOI) Q3 2024 Earnings Conference Call November 5, 2024 10:00 AM ET Company Participants Yvonne Fletcher - SVP, Finance and IR Bill Zartler - Chairman and CEO Kyle Ramachandran - President and CFO Conference Call Participants Stephen Gengaro - Stifel Sean Mitchell - Simmons David Smith - Pickering Energy Partners Operator Good morning and welcome to the Solaris Third Quarter 2024 Earnings Conference Call. All participants will be in listen-only mode. [Operator Instructi ...
Solaris Energy Infrastructure, Inc. (SEI) Lags Q3 Earnings and Revenue Estimates
ZACKS· 2024-11-04 23:42
Solaris Energy Infrastructure, Inc. (SEI) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.14 per share. This compares to earnings of $0.19 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -42.86%. A quarter ago, it was expected that this company would post earnings of $0.11 per share when it actually produced earnings of $0.13, delivering a surprise of 18.18%.Over the last four qu ...