Strategic Partnership Overview - SEI and Attivo Investments announced a strategic partnership to deliver scalable and efficient investment services tailored to advisers and their clients [1] - The partnership leverages SEI's Co-CIO solution to support Attivo Investments' in-house team in developing a sophisticated investment approach [1] - SEI will provide business support to help power Attivo Investments' growth [1] Market Context and Growth - Assets in discretionary managed portfolio services (MPS) in the UK grew by 36% in the 12 months prior to September 2024 [2] - The Co-CIO structure supports MPS propositions by ensuring investor priorities drive every decision, blending strategic vision with operational execution [2] Portfolio Strategies - Low Cost: Six strategies designed with a light goals-based framework focused on preservation and accumulation, leveraging passive investment building blocks [6] - Core: Seven strategies designed with a heavily goals-based framework focused on preservation, accumulation, and withdrawal, utilizing a manager-of-managers approach [6] - APEX: Six unconstrained strategies designed for high-net-worth and experienced investors, including additional asset classes like private equity or hedge funds [6] Company Statements - Charlotte Watson, Chief Investment Officer at Attivo Investments, emphasized the collaboration with SEI as a commitment to delivering exceptional value to financial planners and their clients [2] - Ian Love, Head of Asset Management for EMEA at SEI, highlighted the importance of personalization and access in meeting investors' financial goals [3] - SEI's Co-CIO approach empowers Attivo Investments to deliver personalized portfolios at scale, meeting the diverse needs of financial planners' clients [4] About SEI - SEI delivers technology and investment solutions across investment processing, operations, and asset management [5] - As of September 30, 2024, SEI manages, advises, or administers approximately $1.6 trillion in assets [5] About Attivo Investments - Attivo Investments is a modern investment firm focused on goal-based investing, designed exclusively to support financial planners and their clients [7] - The company's portfolios align with financial planning goals such as preservation, accumulation, and withdrawal [7] - Attivo Investments delivers institutional-grade expertise and access to world-class investment strategies through a strategic partnership with a global investment brand [8] - The company provides competitive, outcome-focused model portfolios that are simple, flexible, and aligned with Consumer Duty principles [9]

For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.Zacks Premium includes access to the Zacks Style Scores as well. What are the Zacks Style Scores? The ...

SEI Investments (SEIC) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Individual i ...

It has been about a month since the last earnings report for SEI Investments (SEIC) . Shares have added about 7.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is SEI due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers. SEI Investments’ Q3 Earnings Beat as Revenues & AUM ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task. By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss. However, the Zacks Growth Style Score (part of the Zacks Style Score ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momen ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 ________________________________________ FORM 10-Q ________________________________________ ☒ 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 OF 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from_________to ________ Commission File Number: 0-10200 ________________________________ ...

SEI Investments Company (NASDAQ:SEIC) Q3 2024 Earnings Conference Call October 23, 2024 5:00 PM ET Company Participants Brad Burke – Head-Investor Relations Ryan Hicke – Chief Executive Officer Sean Denham – Chief Financial Officer Michael Lane – Executive Vice President and Head-Asset Management Jay Cipriano – Executive Vice President and Head-Institutional business Paul Klauder – Executive Vice President and Head-Advisor Business Phil McCabe – Executive Vice President and Head-Investment Manager Services ...

SEI Investments (SEIC) reported $537.4 million in revenue for the quarter ended September 2024, representing a year-over-year increase of 12.7%. EPS of $1.19 for the same period compares to $0.87 a year ago. The reported revenue compares to the Zacks Consensus Estimate of $533.16 million, representing a surprise of +0.80%. The company delivered an EPS surprise of +11.21%, with the consensus EPS estimate being $1.07. While investors closely watch year-over-year changes in headline numbers -- revenue and earn ...