SEI Investments (SEIC) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.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.The power of a c ...

PresentationBradley BurkeDirector of Investor Relations All right. Good morning, everyone. Thank you for joining us, whether you're here in New York or whether you're joining us on our webcast, we appreciate you coming. We're going to get started in just a minute. People could find their seats, would appreciate it. Before we get started, I want to go over the legal statement. It's very important. I promise I'm not going to read this to everyone, but this is also posted on our website. We have a packed agend ...

SEI Investments Investor Day Summary Company Overview - **Company**: SEI Investments (NasdaqGS:SEIC) - **Event**: 2025 Investor Day - **Date**: September 18, 2025 Key Points Vision and Strategy - **Long-term Focus**: The leadership emphasizes building sustainable growth rather than short-term stock performance, highlighting the importance of repeatable wins and client satisfaction [6][9][60] - **Sales Events**: The company has experienced significant success in sales events, with three of the largest quarters occurring in the last six quarters, indicating a strong sales trajectory [8][10] - **Client Engagement**: Improved client engagement is a priority, with a focus on understanding client needs and expanding relationships across different units [11][20] Leadership and Talent - **Leadership Changes**: The company has made significant changes in leadership, infusing new talent to drive growth and innovation [13][29] - **Cultural Shift**: A cultural transformation is underway, promoting collaboration and breaking down silos within the organization [31][85] Growth Areas - **Asset Management**: The company is reimagining its asset management business, aiming for high single-digit annualized growth in assets under management (AUM) [71][72] - **International Expansion**: There is a focus on boosting international returns, with plans to improve margins and revenue in international markets [73][76] - **Enterprise RIAs and Community Banks**: The company is targeting enterprise registered investment advisors (RIAs) and regional community banks as key growth segments [49][48] Financial Performance - **Revenue Sources**: Over two-thirds of revenue comes from alternative asset classes, with a strong focus on private credit [68][70] - **Cost Management**: The company aims to improve operating margins through disciplined cost management and optimization strategies, including the establishment of a Global Capability Center in India [79][81] Capital Allocation - **Strategic Investments**: The company is shifting its capital allocation strategy to include more mergers and acquisitions (M&A) alongside traditional share buybacks and dividends [58][110] - **Balance Sheet Strength**: SEI maintains a strong balance sheet with zero debt and approximately $700 million in cash, targeting a positive leverage ratio to enhance investment capabilities [106][108] Operational Changes - **Segment Simplification**: The company is restructuring its reporting segments from five to three to simplify operations and improve clarity for investors [114][116] - **Horizontal Integration**: A shift from vertical to horizontal operational structures is being implemented to enhance collaboration and efficiency across business units [85][90] Market Positioning - **Competitive Landscape**: The leadership believes SEI is well-positioned to capitalize on market trends, particularly in the alternative investment space, and is focused on becoming a leader in this area [61][52] Employee Engagement - **Workforce Strategy**: The company is focusing on optimizing its workforce strategy, including the use of AI and automation to enhance productivity without compromising service quality [100][104] Additional Insights - **Client Perception**: The company is working to change how clients perceive SEI, moving from a single-threaded provider to a comprehensive service partner [21][20] - **Cultural Buzz**: There is a palpable excitement among employees and stakeholders, indicating a positive shift in company morale and outlook [119][120]

This presentation contains forward-looking statements within the meaning or the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by terminology, such as "may," "will," "expect," "believe," "remain" and "continue" or "appear." Our forward-looking statements include our current expectations as to: You should not place undue reliance on our forward-looking statements, as they are based on the current beliefs and expectations of our manag ...

Key Takeaways SEI Investments partnered with Mentenova to expand its presence in South Africa.The alliance blends SEIC's global quantitative strategies with Mentenova's local expertise.Investors gain global access, local insight and a unified long-term investment philosophy.SEI Investments (SEIC) has collaborated with Mentenova, a South African investment management and advisory firm, to offer creative and global investment solutions customized for South African investors. Through this, the company is combi ...

Platform Offers Turnkey Operational Support for Investment Managers Seeking Diversified, Innovative Strategies OAKS, Pa. , Sept. 17, 2025 /PRNewswire/ --Â SEI ® (NASDAQ:SEIC) today announced that Symmetry Partners has selected the Advisors' Inner Circle Fund® (AIC) platform to launch its first ETF, the Symmetry Panoramic Sector Momentum ETF (NASDAQ: SMOM) on Sept. ...

Accessibility StatementSkip Navigation Science-backed, Data-driven Process Powered by Technology to Deliver Better Outcomes for South African Investors JOHANNESBURG and OAKS, Pa., Sept. 16, 2025 /PRNewswire/ --Â SEI (NASDAQ:SEIC), a leading global provider of investment, technology, and operations solutions, and Mentenova, a South African investment management and advisory firm, today announced a strategic partnership that aims to deliver innovative, global investment solutions tailored to the needs of Sout ...

Core Insights - SEI and Mentenova have formed a strategic partnership to provide innovative global investment solutions tailored for South African investors [1][2] - The collaboration combines SEI's quantitative investment strategies with Mentenova's expertise in portfolio construction and manager selection, aiming to enhance investment outcomes [2][3] Company Overview - SEI manages approximately $1.7 trillion in assets as of June 30, 2025, and is recognized as a leading global provider of financial technology, operations, and asset management services [5][6] - Mentenova is an award-winning South African investment management firm with $517.5 billion in assets under management, focusing on bespoke, goals-driven strategies [6][7] Partnership Benefits - The partnership offers a comprehensive perspective on international investment opportunities by combining SEI's global leadership with Mentenova's local market insight [6] - Investors can expect long-term performance through robust active quantitative strategies managed by SEI's QIM team, supported by advanced technology and Mentenova's portfolio expertise [6] - The integrated investment approach allows for seamless alignment of South African and global portfolios under a unified investment philosophy [6]

Company Overview - SEI has been selected by Nephila Capital Ltd. to support its back- and middle-office operations across North America and the UK [1] - Nephila has over 20 years of experience in managing institutional assets in the reinsurance industry and is one of the largest insurance linked securities managers globally, with approximately $7 billion in assets under management [2][9] - As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets [5] Market Insights - The insurance linked securities (ILS) market is projected to nearly double from approximately $100 billion to $200 billion by 2032 [2] - Asset managers like Nephila are seeking strategic partners to enhance efficiency through comprehensive services such as reconciliation, payment processing, and data aggregation [2] Strategic Partnership - Nephila's Head of Operations emphasized the need for a strategic partner with a proven track record in managing complex products and scalable infrastructure [3] - SEI's technology-driven solutions are tailored to help Nephila achieve its strategic goals and enhance operational efficiency [4] - SEI's global footprint and stability are seen as beneficial for supporting Nephila's long-term growth in the complex ILS industry [4]

Industry Overview - The Zacks Investment Management industry is experiencing growth driven by asset growth, digital transformation, evolving investment vehicles, deeper personalization, and strategic scale [1] - The industry consists of companies managing securities and funds for clients, earning revenue through service fees or commissions [3] Investment Trends - Asset inflows are expected to continue driving growth in assets under management (AUM), with institutional interest increasing from pension funds, endowments, and insurers [4] - There is a notable rise in inflows into alternative investments, including index funds, private credit funds, and ETFs, alongside growing interest in tokenized assets [5] - The industry is witnessing ongoing mergers and partnerships to enhance scale, reduce costs, and improve resilience [6][7] Financial Performance - The Zacks Investment Management industry has outperformed the S&P 500 Index and the broader finance sector, with a collective stock increase of 58.5% over the past two years [13] - The industry's current trailing 12-month price-to-tangible book ratio (P/TB) is 4.64X, indicating a significant discount compared to the S&P 500's 12.98X [17] Company Highlights - **T. Rowe Price Group, Inc. (TROW)**: As of June 30, 2025, TROW had $1.68 trillion in AUM, with a CAGR of 2.3% over the past four years. The company is focusing on expanding its business through partnerships and acquisitions [24][27][28] - **SEI Investments Company (SEIC)**: SEIC reported $517.5 billion in AUM as of June 30, 2025, with a CAGR of 8.2% over the past five years. The company is enhancing its technology and expanding its global presence through strategic acquisitions [32][33][36] - **Federated Hermes, Inc. (FHI)**: FHI had $845.7 billion in AUM as of June 30, 2025, with a CAGR of 7.4% over the past four years. The company is actively seeking alliances and acquisitions to drive AUM growth [40][42]