SEI Investments Company Profile and Competitor Analysis

SEI Investments is a global provider of investment processing, investment management, and investment operations solutions. Founded in 1968, the company has grown to become one of the largest investment management companies in the world.

SEI has a strong presence in the financial services industry, with over 1,000 clients across the globe. Its headquarters are located in Oaks, Pennsylvania, and the company has a significant presence in major financial hubs.

SEI's services include investment processing, investment management, and investment operations solutions. The company offers a range of solutions to support the needs of its clients, from asset allocation and portfolio management to trading and custody services.

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SEI Investments Company offers a range of investment products, including Exchange-Traded Funds (ETFs).

One of their ETFs is the SEI Enhanced US Large Cap Value Fac ETF, which is part of their lineup.

SEI also offers the SEI Enhanced US Large Cap Momt Fac ETF, the SEI Enhanced Low Volatil US Lg Cap ETF, and the SEI Enhanced US Large Cap Qual Fac ETF, each with its own unique characteristics.

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These ETFs are designed to provide investors with a range of options for managing their portfolios.

Here are some of the ETFs offered by SEI, listed in the table below:

SEI DBi Multi-Strategy Alternative ETF is another investment product offered by the company, although it does not have a Morningstar Rating Overall or a 5-Year Category Rank listed.

SEI Investments Company is a publicly owned asset management holding company.

Their earnings are forecast to grow at a steady rate of 7.01% per year.

This growth is a promising sign for investors considering SEI Investments Company.

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SEI Investments Company has a strong performance track record. The company's share price has seen significant growth over the past year, with a 1 Year Change of 33.44%. This is a notable increase, especially when compared to the US Market's 22.7% return over the same period.

The company's current share price is $84.39, which is a 2.11% increase from its 1 Month Change. This growth is part of a larger trend, with the 3 Month Change standing at 12.87% and the 5 Year Change at 22.28%.

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SEI Investments Company's performance is also reflected in its beta, which is 0.98. This indicates that the company's stock price has historically moved in line with the overall market.

Here's a comparison of SEI Investments Company's performance to the US Capital Markets industry and the US Market:

As shown in the table, SEI Investments Company's 1 Year Change of 33.4% is lower than the US Capital Markets industry's return of 42.5%. However, the company's performance still exceeds the US Market's 22.7% return over the same period.

SEI Investments Co offers a wide range of services to its clients, including investment management, processing, and operations solutions.

The company's investment management solutions cater to various clients, such as financial institutions, corporates, ultra-high-net-worth individuals, and families, as well as financial advisors.

As of December 31, 2024, SEI Investments Co reported a significant total assets under management of US$476,713 million, indicating a substantial presence in the investment management industry.

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SEI Investments Co offers a wide range of services to various clients, including financial institutions, corporates, and financial advisors.

Their investment solutions cater to different needs, from investment management to operations.

As of December 31, 2024, SEI reported a significant total assets under management (AuM) of US$476,713 million.

This substantial AuM is a testament to the company's expertise and reputation in the industry.

SEI also manages client assets under administration (AuA) of US$1,055,943 million as of December 31, 2024.

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SEI Investments Co has a diverse range of business segments that cater to different types of clients.

The company has a strong presence in the institutional investor market, which is a key segment for them. They also serve investment advisors and investment managers, providing them with the tools and services they need to manage their clients' assets effectively.

One notable segment is investments in new business, which indicates the company's focus on innovation and expansion. Private banks are another important segment, where SEI offers its expertise and solutions to these high-net-worth clients.

SEI's international operations are also worth mentioning, with a significant presence in the United States.

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SEI Investments Company offers rewards to its investors, with its stock trading at 5.8% below its estimated fair value.

Earnings have been growing steadily, increasing by 20.4% over the past year, which is a notable achievement for the company.

The company's earnings have grown by a significant 20.4% over the past year, making it a great investment opportunity. This impressive growth is a testament to the company's strong financial health and ability to increase shareholder value.

Trading at 5.8% below its estimated fair value, the company offers a buying opportunity for investors looking to get in on the ground floor. This discount makes it an attractive option for those who believe in the company's long-term potential.

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In the world of rewards, several competitors are vying for attention.

One notable competitor is the cashback app, which offers up to 10% cashback on purchases.

The cashback app has partnered with over 1,000 retailers to provide users with a wide range of rewards options.

However, its rewards program has a 3% redemption fee, which can add up quickly.

Another competitor is the loyalty program, which offers exclusive discounts and rewards to its members.

It has over 5 million members worldwide and has partnered with top brands like Amazon and Walmart.

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SEI has a strong investment culture, earning an Above Average Parent Pillar rating. This is due in part to their commitment to minimizing costs and maximizing investors' returns.

The firm's open-end and exchange-traded funds stand out from their peers in terms of cost, with fees that are in the second-cheapest quintile of category peers on average. This cost-conscious approach has contributed to their success.

A five-year risk-adjusted success ratio of 73% is a notable achievement, indicating that 73% of their strategies with a five-year track record have beaten their respective category median on a risk-adjusted basis.

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SEI has a strong investment culture, earning an Above Average Parent Pillar rating.

The firm stands out for its commitment to minimizing costs and maximizing investors' returns, with fees in the second-cheapest quintile of category peers.

Its lineup has been durable, with a five-year risk-adjusted success ratio of 73%, meaning that 73% of its strategies with a five-year track record have beaten their respective category median on a risk-adjusted basis.

Despite its success, the SEI portfolio management team has lacked continuity over the past five years, with elevated levels of turnover that bears watching.

Holland & Knight advised SEI Investments Company in its acquisition of LifeYield, a tax-smart technology provider.

SEI Investments Company is a provider of technology and investment solutions for the financial services industry, and the acquisition was announced on December 11.

The deal was led by Holland & Knight Partner Colby Smith and Associate Nicole Visco, along with Associate Kelcie Ouillette.

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.

This acquisition enables SEI to provide the industry with the ability to view all account registrations and implement a holistic financial plan to best optimize after-tax returns.

Holland & Knight regularly ranks among the leading M&A and private equity law firms in reputable, benchmarking league tables published by Bloomberg, LSEG, Mergermarket, PitchBook, and The Deal.

Recently, Holland & Knight was recognized as the Private Equity Law Firm of the Year by Global M&A Network.

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SEI Investments Company offers a range of investment solutions to various clients, including financial institutions, corporates, and families.

As of December 31, 2024, the company reported total assets under management (AuM) of US$476,713 million and client assets under administration (AuA) of US$1,055,943 million.

SEI provides outsourced investment solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education, and other not-for-profit organizations worldwide.

This means that SEI's clients can benefit from the company's expertise and resources without having to manage their investments in-house.

SEI's investment management and administrative outsourcing platforms serve banks, trust institutions, independent wealth advisers, and financial advisors worldwide.

With a strong presence in the market, SEI is well-positioned to help its clients achieve their financial goals.

SEI's assets under management are forecast to grow 7.01% per year, which is a promising trend for the company and its clients.

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