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Sei Investments Company  (NASDAQ: SEIC)
Other Ticker:  
 
    Sector  Financial    Industry Investment Services
   Industry Investment Services
   Sector  Financial
 
Price: $84.3300 $-0.97 -1.137%
Day's High: $86.205 Week Perf: -2.1 %
Day's Low: $ 84.24 30 Day Perf: 3.5 %
Volume (M): 588 52 Wk High: $ 87.25
Volume (M$): $ 49,594 52 Wk Avg: $71.65
Open: $85.67 52 Wk Low: $62.38



 Market Capitalization (Millions $) 11,019
 Shares Outstanding (Millions) 131
 Employees 4,273
 Revenues (TTM) (Millions $) 2,053
 Net Income (TTM) (Millions $) 546
 Cash Flow (TTM) (Millions $) 47
 Capital Exp. (TTM) (Millions $) 55

Sei Investments Company

SEI (NASDAQ: SEIC) is a leading global provider of investment processing, investment management and investment operations solutions. We help corporations, financial institutions, financial advisors, institutional investors and ultra-high-net-worth families create and manage wealth by providing comprehensive, innovative, investment and investment-business solutions. Our investment management business solutions include:

Investment processing outsourcing solutions for providers of institutional and private-client wealth management services, including banks, trust companies, independent wealth advisers and other financial services firms;

Investment management solutions for institutional investors, including retirement plan sponsors, not-for-profit organizations and affluent individual investors; and

Investment operations outsourcing solutions for investment management firms, banks and investment companies that sponsor and distribute mutual funds, hedge funds and alternative investments.

We began doing business in 1968 by providing computer-based training simulations for bank loan officers. We developed an investment accounting system for bank trust departments in 1972 and became a leading provider of investment-processing outsourcing services to banks and trust institutions in the United States. Later, we broadened these outsourcing services and began offering bank clients a family of mutual funds, as well as investment-operations outsourcing services. We became a public company in 1981.


We began to adapt these solutions, and develop new investment management solutions, for selected global markets in the 1990s, including: investment advisors, retirement plan sponsors and institutional investors, asset management distribution firms, investment managers and affluent individual investors. Today, we serve approximately 8,200 clients in the United States, Canada, the United Kingdom, continental Europe, South Africa and East Asia.


In each of these markets, we have combined our core competencies - investment processing, investment management and investment operations - to deliver broader and more strategic solutions for clients and markets. Today, we offer a global wealth platform and investment services for private banks and wealth services firms; a complete wealth platform for operating an investment advisory business; a comprehensive fiduciary management solution for retirement plan sponsors and institutional investors; a total operational outsourcing solution for investment managers and a complete life and wealth solution for ultra-high-net-worth families.

We seek to achieve growth in earnings and shareholder value by strengthening our position as a provider of global investment management solutions. To achieve this objective, we have implemented these strategies:


Create broader solutions for wealth service firms. Banks, investment managers and financial advisors seek to enter new markets, expand their service offerings, provide a differentiated experience to their clients, improve efficiencies, reduce risks and better manage their businesses. We offer business solutions integrating technology, operating processes and financial products designed to help these institutions better serve their clients and provide opportunities to improve their business success.
Help institutional investors manage retirement plans and operating capital. Retirement plan sponsors, not-for-profit organizations and other institutional investors strive to meet their fiduciary obligations and financial objectives while reducing business risk. We deliver customized investment management solutions, as part of a complete solution offering, that enable investors to make better decisions about their investments and to manage their assets more effectively.


Help affluent individual investors manage their life and wealth goals. These investors demand a holistic wealth management experience that focuses on their life goals and provides them with an integrated array of financial services that includes substantially more than traditional wealth management offerings. We help these investors identify their goals and offer comprehensive life and wealth advisory services including life planning, investments and other financial services.

Investment Processing
Investment processing solutions consist of application and business process outsourcing services, professional services and transaction-based services. We offer these services to providers of institutional and private-client wealth management services, including banks, trust companies, independent wealth advisers and other financial services firms. We also deliver these solutions, combined with our investment management programs, to investment advisors and other financial services firms that provide wealth management services to their advisory clients.


Application services are delivered through two proprietary software applications: TRUST 3000® and the SEI Wealth PlatformSM (the SEI Wealth Platform or the Platform). We own, maintain and operate these applications and associated information processing infrastructure and facilities, and are responsible for customer support. We design and develop enhancements to these proprietary applications. Through our wholly-owned subsidiaries, we also provide business-process outsourcing services including custodial and sub-custodial services, and back-office accounting services integrated with these software applications.


The TRUST 3000 product is a comprehensive trust and investment accounting system that provides securities processing and investment accounting for all types of domestic and global securities, and support for multiple account types, including personal trust, corporate trust, institutional trust and non-trust investment accounts.
The SEI Wealth Platform provides a global, unified and scalable platform for operating a wealth management business. This comprehensive solution includes investment processing and infrastructure services, and advanced capabilities to support wealth advisory, asset management, and wealth administration functions. The Platform provides global wealth management capabilities including a 24/7 operating model, global securities processing, and multi-currency accounting and reporting. Built around a client-centric relationship model, the Platform has an open architecture and supports workflow management and straight-through processing. We began delivering the SEI Wealth Platform to private banks and independent wealth advisers in the United Kingdom in 2007 and to banks in the United States in 2012. We have also implemented select groups of existing investment advisor clients in the United States.


Investment processing revenues are earned as monthly fees for contracted services including software licenses, information processing and business-process outsourcing. Revenues are primarily earned based upon the type and number of investor accounts serviced or as a percentage of the market value of the clients’ assets processed. These revenues are recognized in Information processing and software servicing fees on the accompanying Consolidated Statements of Operations.
Professional services revenues are earned from contracted, project-oriented services, including client implementations, and are recognized in Information processing and software servicing fees on the accompanying Consolidated Statements of Operations.


We also offer transaction execution services through our proprietary software applications. Fees are earned primarily from commissions earned on securities trades executed on behalf of clients. These revenues are recognized as Transaction-based and trade execution fees on the accompanying Consolidated Statements of Operations.

Investment Management Programs
Investment management programs consist of money market, fixed-income and equity mutual funds, collective investment products, alternative investment portfolios and separately managed accounts. Through our wholly owned subsidiaries, we serve as sponsor, administrator, transfer agent, investment advisor, distributor and shareholder servicer for many of these products. We distribute these programs through investment advisory firms, including investment advisors and banks, and directly to institutional and individual investors.


These investment products are used to formulate an investment strategy tailored to meet the needs of different investors, taking into consideration their objectives and risk tolerances. Our clients or our client’s clients are the investors in these products. Investors typically invest in a globally diversified portfolio that consists of multiple asset classes and investment styles.


We have expanded these investment management programs to include other consultative, operational and technology components, and have created comprehensive solutions tailored to the needs of a specific market. These components may include investment strategies, consulting services, administrative and processing services and technology tools.


Expand globally. Global markets are large and present significant opportunities for growth. We have evolved U.S. business models for the global wealth management marketplace, focusing on the needs of institutional investors, private banks, independent wealth advisers, investment managers, investment advisors and affluent individual investors.

We are guided by these fundamental principles in managing the business and adopting these growth strategies:

Achieve growth in revenue and earnings. We seek to grow the business by providing additional services to clients, adding new clients, introducing new products and adapting products for new markets.

Forge long-term client relationships. We strive to achieve high levels of customer satisfaction and to forge close and long lasting client relationships. We believe these relationships enable us to market additional services and acquire knowledge and insights that fuel the product development process.

Invest in product development. We continually enhance products and services to keep pace with industry developments, regulatory requirements and the emerging needs of markets and clients. We believe ongoing investments in research and development give us a sustainable, competitive advantage in our markets.

Maintain financial strength. We adopt business models that generate recurring revenues and positive cash flows. Predictable cash flows serve as a source of funds for continuing operations, investments in new products, common stock repurchases and dividend payments.

Leverage investments across the business. We create scalable, enterprise-wide solutions designed to serve the needs of multiple markets, potentially offering operating efficiencies that can benefit corporate profitability.

Create value for shareholders. The objective of achieving long-term sustainable growth in revenues and earnings strongly influences the management of the business. This philosophy guides corporate management practices, strategic planning activities and employee compensation practices.

Investment Operations
Investment operations outsourcing solutions consist of accounting and administration services, and distribution support services. We deliver these solutions to investment management firms that offer traditional and alternative products. We support traditional managers who advise a variety of investment products including mutual funds, UCITS schemes, collective investment trusts (CITs), exchange-traded funds (ETFs), institutional accounts and separately managed accounts. We also provide comprehensive solutions to investment managers worldwide that sponsor and distribute alternative investments such as hedge funds, funds of hedge funds, private equity funds and real estate funds, across both registered and partnership structures.

Accounting and administration services include account and fund administration, investment portfolio and fund accounting; cash administration and treasury services; trade capture, settlement and reconciliation; trustee and custodial services; legal, audit and tax support; and investor services. Distribution support services may include access to distribution platforms and market and industry analyses to identify specific product distribution opportunities. These solutions are delivered by utilizing a highly integrated, robust and scalable technology platform adapted to fit the specific business needs of our investment manager clients.

 



   Company Address: 1 Freedom Valley Drive Oaks 19456 PA
   Company Phone Number: 676-1000   Stock Exchange / Ticker: NASDAQ SEIC


   

Stock Performances by Major Competitors

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Sei Investments Company

SEI Investments Company Reports Strong Revenue Growth in Q3 2024 Earnings

Analyzing SEI Investments Company?s Year-to-Date Performance in Context of Market TrendsAs of September 30, 2024, SEI Investments Company (SEIC) has reported notable financial metrics that reflect a mix of resilience and underperformance in the context of market expectations. With a year-to-date performance of 19.36%, SEI's growth has lagged behind the overall market performance of 22.46%. This article delves into SEIC?s financial results for the third quarter of 2024, exploring both strengths and areas where the company fell short compared to its peers and the broader market. Key Financial HighlightsThe recently released Q3 2024 report indicates that SEI Investments achieved a profit per share (EPS) of $1.19, marking a significant increase of 36.78% compared to the same period last year. Additionally, revenue rose by 12.719%, reaching $537.40 million. While these results demonstrate solid growth, they also highlight a critical point: SEI's revenue growth has not kept pace with the average growth of its sector peers, which reported an impressive 24.05% increase in revenue for the same quarter.

Sei Investments Company

Sei Investments Company Achieves Remarkable 17.98% Growth in EPS for Q2 2024


A Bearish Perspective on SEI Investments Company: Overinflated Optimism Amidst Potential Challenges
While the recent financial results of SEI Investments Company (NASDAQ: SEIC) might paint a rosy picture for many investors, a careful analysis reveals underlying concerns that warrant a bearish outlook. The reported revenue increase of 6.12% to $518.99 million, alongside a notable earnings per share (EPS) growth of 17.98% to $1.05, may seem impressive at first glance. However, several key factors suggest that these figures do not necessarily herald a sustainable growth trajectory for the company.

1. Revenue Growth: A Diminishing Trend
Although SEI Investments reported a revenue growth of 6.12% during the April to June 30, 2024 financial interval compared to the same period last year, this increase is less impressive when contextualized against economic benchmarks and industry forecasts. The slight sequential growth rate from the previous quarter, 1.448%, indicates a potential stagnation that could suggest a weakening of market demand for SEI?s financial services.

Dividend

SEI Investments Declares Dividend of $0.46 per Share - A Promising Future for Shareholders

Published Wed, May 29 2024 8:15 PM UTC



OAKS, Pa., May 29, 2024 - The Board of Directors of SEI Investments Company (NASDAQ: SEIC) has recently announced the declaration of a regular semi-annual dividend of $0.46 per share. This exciting news has captured the attention of shareholders and investors alike, and many are eagerly anticipating the potential growth and opportunities this dividend could bring.<...

Sei Investments Company

SEI Investments Company Reports Strong First Quarter Performance but Lags Behind Peers

SEI Investments Company (SEIC), a leading player in the Investment Services sector, recently announced its first quarter 2024 results. The company reported impressive growth in earnings per share (EPS) and revenue during this period. EPS grew by 25.32% to reach $0.99, while revenue increased by 9.051% to $511.58 million, compared to $469.12 million in the previous reporting season.
However, when compared to its peers in the Investment Services sector, SEIC's performance appears to be relatively weaker. Other companies in this sector reported a revenue growth of 27.81% during the same period. To properly assess SEIC's first quarter results, investors should consider the performance of the rest of the Investment Services sector.

Sei Investments Company

SEI Investments Company Reports Impressive Growth in EPS and Revenue for 2023 Fiscal Period



SEI Investments Company, a prominent player in the Investment Services sector, recently released their most recent fiscal period report. The company demonstrated positive results, with revenue and earnings growth, while also emphasizing improvements in profit margins. However, SEI's business gain fell short in comparison to industry peers, highlighting the challenges faced by the company in the current market environment.
Solid Financial Performance:
In the most recent fiscal period, SEI Investments Company showcased positive growth in revenue, with a 6.191% increase to $484.86 million compared to the previous year's $456.59 million. This growth is a testament to the company's strong market position and ability to generate revenue.







Sei Investments's Segments
Private Banks    25.82 % of total Revenue
Investment Advisors    23.6 % of total Revenue
Institutional Investors    13.33 % of total Revenue
Investment Managers    34.35 % of total Revenue
Investments In New Businesses    2.9 % of total Revenue





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