Core Insights - SEI Investments (SEIC) has partnered with Mentenova to provide tailored investment solutions for South African investors, combining global quantitative strategies with local expertise [1][9] - The collaboration aims to enhance investment outcomes by integrating actively managed global strategies with Mentenova's portfolio design and manager selection [1][2] Investment Strategy - SEI's Quantitative Investment Management team will implement a global active factor equity strategy focusing on value, momentum quality, and dynamic tilting sub-portfolios, complemented by satellite active managers and passive index components selected by Mentenova [2] Benefits for Investors - South African investors will benefit from global expertise, local insights, a focus on long-term performance, and a unified investment philosophy that integrates both domestic and international portfolios [3] Strategic Goals - The partnership is part of SEI Investments' strategy to increase fee revenues and assets under management by expanding its global presence and diversifying revenue streams [4] - SEI's recent strategic investment in Stratos Wealth Holdings aims to enhance its wealth management offerings [4] Market Performance - SEI Investments' shares have increased by 16.4% over the past six months, outperforming the industry growth of 13.6% [5]

Core Insights - SEI announced that Symmetry Partners has chosen the Advisors' Inner Circle Fund platform to launch its first ETF, the Symmetry Panoramic Sector Momentum ETF [1] Company Developments - The ETF, named Symmetry Panoramic Sector Momentum ETF, is set to launch on September 17, 2025 [1]

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]

Company Overview - SEI Investments Company (NASDAQ: SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry [3] - As of June 30, 2025, SEI manages, advises, or administers approximately $1.7 trillion in assets [3] Upcoming Event - SEI will host its Investor Day in New York City on September 18, 2025, from 8:30 a.m. to 12 p.m. EDT, aimed at institutional investors and industry analysts [1] - Presentations will be delivered by SEI's executive leadership, covering the company's markets, solutions, platforms, and future growth strategies [1] Public Engagement - The public is invited to view the presentation and listen to the conference webcast, which will also be available for replay shortly after the conference [2]

Core Insights - SEI has appointed Robert Hum as Head of Investment Product Development and Activation to enhance its investment product strategies and portfolio outcomes [1][4] - Hum brings 15 years of experience from BlackRock and Ladenburg Thalmann, where he managed over $2 billion in assets [2] - Heather Corkery has transitioned to support Hum, focusing on product activation strategies and user experience optimization [3] Company Strategy - SEI aims to strengthen its investment solutions by building a dedicated team to identify market trends and client needs [4] - The company is focused on enhancing access to private markets and improving investment products and model allocations [4] - SEI manages approximately $1.7 trillion in assets as of June 30, 2025, indicating its significant presence in the financial services industry [6] Leadership and Expertise - Robert Hum's diverse experience in ETF construction and implementation is expected to drive SEI's growth in new markets [4] - Heather Corkery's 20 years of experience at SEI will contribute to the depth of investment expertise within the new team [3] - Both leaders emphasize SEI's client-centric approach and the importance of leveraging technology and operations for competitive advantage [5]

Core Insights - GQG Partners has launched its first ETF, the GQG US Equity ETF, utilizing SEI's Advisors' Inner Circle Fund series trust as its operational platform, marking a significant expansion of their nine-year partnership [1][2][3] - The ETF launched on July 14, 2025, with over $200 million in assets under management, facilitated by a strategic private fund conversion under Section 351, which allows for a tax-efficient transition to an ETF structure [2][3] - The active ETF market in the U.S. is projected to grow from $856 billion in 2024 to $11 trillion by 2035, indicating a strong demand for active ETF products [3][6] Company Overview - SEI is a leading global provider of financial technology, operations, and asset management services, managing approximately $1.7 trillion in assets as of June 30, 2025 [7] - SEI's Advisors' Inner Circle Fund provides a scalable infrastructure for investment managers, supporting the launch of various investment vehicles, including mutual funds and ETFs [4][5] - GQG Partners manages $172.4 billion in client assets as of June 30, 2025, focusing on long-only equity strategies for institutions, advisors, and individuals [9]

Amy Sliwinski Will Lead Global Talent and Culture to Power Company's Strategic Growth OAKS, Pa., July 29, 2025 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced the appointment of Amy Sliwinski as an Executive Vice President and Chief People and Culture Officer. Sliwinski will focus on transforming people strategies globally to enable SEI's business goals, scale the organization, and nurture the company's culture as the business grows and evolves. In this new role, she will be responsible for developing, ...