Accessibility StatementSkip Navigation SEI Wealth Platform to Drive Growth for U.K. Wealth Infrastructure Provider, Strategic Investment Opens Access to Different Part of Market LONDON and OAKS, Pa., Oct. 2, 2025 /PRNewswire/ -- SEI (NASDAQ:SEIC) today announced a strategic partnership between SEI Investments (Europe) Limited (SIEL) and Graphene, a U.K.-based Infrastructure-as-a- Service provider, to power the growth of Graphene's offering for wealth managers, family offices, and independent financial advi ...

Small Cap write on sticky notes isolated on Office Desk. Stock market conceptgettySmall caps are (finally!) back, but most people are in the dark about how to tap them for serious dividends. But there is a proven way to do that—one that puts a rich 7.1% payout squarely on the table for us.Everyone has missed this one. We’re going to dive into it today.The main reason I hate to see people ignore small caps—especially now—is that, well, their time has come.Small Caps LagYchartsAs you can see, It’s been a soli ...

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 (NasdaqGS:SEIC) 2025 Investor Day September 18, 2025 09:00 AM ET Company ParticipantsRyan Hicke - CEOSean Denham - EVP & CFO, COOPhil McCabe - EVP & Head - Investment Managers businessSanjay Sharma - Executive VP and Global Head of Private Banking & Wealth Management of SEIMichael Lane - EVP - Head of Asset ManagementSneha Shah - EVP & Head of New Business Ventures SEICrispin Love - Director - Equity ResearchPatrick O'Shaughnessy - Managing DirectorConnell Schmitz - VP - Equity ResearchConfe ...

业绩总结 - 2022年总净销售事件为69百万美元，2025年TTM为160百万美元，增长率为133%[9] - 2022年每股收益（EPS）为1.00美元，2025年TTM为3.46美元，增长率为54%[13] - 2022年运营利润率为23.9%，2025年TTM提升至27.0%，增加310个基点[10][11] - 2022年股价为58美元，2025年TTM为87美元，增长率为50%[12] - 2022年总股东回报率（TSR）为19%，预计2022年至今的年均TSR为53%[76][77] - TTM运营利润为2.45亿美元，较去年增长85%[179] - 总平台资产为1160亿美元，较去年增长32%[179] - 客户数量超过2300个，较去年增加了457个[179] 用户数据 - 预计到2025年，专业服务将占净事件的约一半[139] - SEI的客户管理资产超过1万亿美元，支持其在大型金融机构中的市场份额扩展[143] - 预计RIA资产在保管中达到5000亿美元[188] 市场展望 - 预计未来非美国地区的运营利润增长率将显著高于美国[47] - 预计未来每年平均运营利润增长在25-50个基点之间[47] - 预计未来五年的运行节省目标超过4000万美元[57] - 预计到2028年，零售替代资产的资产增长将达到705亿美元，增长率为70%[107] 新产品与技术研发 - SEI LifeYield计划于2026年推出，旨在通过统一管理家庭账户来优化税务[194] - SEI的替代投资平台SEI Access提供多种投资产品，旨在简化交易处理[191] - 新团队将专注于产品开发与市场机会的对接，以解决“鸡与蛋”的问题[198] 市场扩张与并购 - SEI在卢森堡已成为第六大基金管理公司，正在积极扩展至英国和卢森堡[94] - 2024年全球收入中不到10%来自国际市场，尽管非美国市场占总可寻址市场的约33%[90] 负面信息 - 超过三分之二的市场集中在前两大提供商[189] 其他新策略 - SEI计划通过现有客户的深度合作和扩展现有产品来提高利润率，接近历史水平[136] - SEI的技术、处理和投资管理三大核心优势将推动其在市场中的增长[145] - SEI的替代策略包括私募债务、买断、风险投资等多种资产类别[200] - SEI的替代资产管理预计在2020年至2028年间增长109%[103] - 私募股权和私募信贷占SEI替代资产管理的约70%[104]

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 ...

Science-backed, Data-driven Process Powered by Technology to Deliver Better Outcomes for South African InvestorsJOHANNESBURG and OAKS, Pa., Sept. 16, 2025 /PRNewswire/ -- SEI® 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 South African investors.The strategic partnership com ...