Group 1 - SEI has appointed three key leaders in Luxembourg to enhance its global operations and drive growth, reflecting the company's strategic focus [1][2] - SEI ranks seventh among 129 fund administrators for assets under administration (AUA) in Luxembourg and is the largest private credit fund administrator globally [1][3] - The company has surpassed $1.5 trillion in alternative AUA in its Investment Managers business and has opened new office space in Dublin to support global growth [2][4] Group 2 - Claire Matteucci has been appointed as Head of Depositary, bringing nearly 20 years of experience in the industry [6] - Manuel Martin de Rosales serves as Conducting Officer, responsible for compliance and risk, with a background in compliance at Brookfield Asset Management and Oaktree Capital Management [6] - Laurent Scherer is the new Business Development Director, focusing on client engagement and service development, with extensive experience in fund administration and asset services [6] Group 3 - SEI manages, advises, or administers approximately $1.6 trillion in assets as of September 30, 2024, showcasing its significant presence in the financial services industry [4] - The company partners with over 320 traditional and alternative asset managers, including 43 of the top 100 asset managers worldwide [7]

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 ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell even higher, with the expectation that established trends will continue [1] Company Overview: SEI Investments (SEIC) - SEI Investments currently holds a Momentum Style Score of B, indicating potential for strong performance based on price changes and earnings estimate revisions [3] - The company has a Zacks Rank of 1 (Strong Buy), which historically outperforms the market when combined with a Style Score of A or B [4] Performance Metrics - Over the past week, SEIC shares increased by 5.67%, outperforming the Zacks Financial - Investment Management industry, which rose by 1.38% [7] - In the last month, SEIC's price change was 9.38%, significantly higher than the industry's 0.24% [7] - Over the past quarter, SEIC shares rose by 19.09%, and over the last year, they increased by 38.35%, compared to the S&P 500's gains of 6.24% and 31.96%, respectively [8] Trading Volume - SEIC's average 20-day trading volume is 791,080 shares, which serves as a bullish indicator when combined with rising stock prices [9] Earnings Outlook - In the last two months, 6 earnings estimates for SEIC have been revised upwards, raising the consensus estimate from $4.20 to $4.41 [11] - For the next fiscal year, 6 estimates have also moved higher, with no downward revisions noted [11] Conclusion - Given the strong performance metrics and positive earnings outlook, SEI Investments is positioned as a 1 (Strong Buy) stock with a Momentum Score of B, making it a compelling investment option [12]

Stability, Flexibility, and Dedicated Service Deepen Strategic Partnership OAKS, Pa., Sept. 17, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that Knights of Columbus Asset Advisors® (KoCAA) expanded their strategic partnership across technology, operations, asset management, and advisor services for KoCAA's individual and institutional wealth management business. An existing client leveraging SEI's fund administration services, KoCAA is moving more than $500 million in assets under management (A ...

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth OAKS, Pa., Sept. 12, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that Diversified, LLC (Diversified) celebrated a major growth milestone, surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. Diversified leverages SEI as a strategic partner across technology, operations, and asset management, reinforcing SEI's commitment to serving the RIA community. SEI also played an impo ...

Breadth of Capabilities and Strength of Global Operations to Help Accelerate Growth OAKS, Pa., Sept. 9, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that it exceeded $1.5 trillion in alternative assets under administration1, 2 in its Investment Managers business, which services private equity, private credit, venture capital, hedge, real estate, and infrastructure funds. As the largest private credit fund administrator by assets globally,3 SEI's clients include 43 of the top 100 largest investmen ...

Exchange-traded, Interval, and Tender-Offer Funds Present Growth Opportunities for Investment Managers OAKS, Pa., Aug. 28, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that the Advisors' Inner Circle Fund® (AIC) series trust reached $100 billion in net assets, supporting 47 clients and 128 funds.1 An end-to-end operational platform, the AIC provides investment managers of all sizes a more cost-effective solution to launch and operate new and existing registered funds. SEI helped pioneer the serie ...