SEI Investments Company (SI3)

Overview

SEI Investments Company is a notable entity in the finance sector, actively serving a wide range of clients since its inception in 1968. Established as a publicly owned asset management holding company, SEI has grown significantly over the years. Its headquarters reside in Oaks, Pennsylvania, positioning it strategically in a vibrant financial landscape. The company, through its various subsidiaries, specializes in delivering comprehensive financial solutions tailored to meet the diverse needs of its clients. These solutions encompass a broad spectrum of services, including wealth management, retirement and investment planning, asset management and administration, as well as innovative investment processing outsourcing solutions. SEI is dedicated to serving a plethora of clientele, ranging from private banks and institutional investors to not-for-profit organizations and individual investors. This extensive service offering allows SEI to maintain a strong, client-focused approach, enabling tailored portfolio management and investment strategies.

Products and Services

Wealth Management and Retirement Solutions: SEI provides specialized wealth management services catering to the needs of private banks, independent financial advisers, and wealth management organizations. Its retirement solutions are designed to support corporations, retirement scheme sponsors, and individuals in planning and achieving their retirement goals.

Asset Management and Administration: This service offering involves the comprehensive management and administration of assets on behalf of clients. Institutional investors, investment managers, and advisors benefit from SEI's expertise in this area, ensuring effective asset oversight and performance enhancement.

Investment Processing Outsourcing Solutions: SEI offers cutting-edge outsourcing solutions aimed at optimizing investment processing. These services are beneficial to registered investment advisers, independent broker-dealers, and financial planners, amongst others, who seek to streamline operations and focus on core investment activities.

Financial Services and Investment Advisory: The company provides an array of financial services tailored to meet the specific needs of its clients. This includes investment advisory services offered to hedge fund managers, life insurance agents, and defined-contribution schemes, ensuring they make informed investment decisions.

Equity, Fixed Income, and Balanced Mutual Funds: Through its subsidiaries, SEI launches and manages a variety of mutual funds, covering equity, fixed income, and balanced funds. This offers investors diversified investment options catering to different risk profiles and investment objectives.

Investment Strategies: SEI employs both fundamental and quantitative analysis in its investment approach, incorporating top-down and bottom-up analysis. This strategy ensures a comprehensive evaluation of investment opportunities, benefiting endowments, foundations, and board-designated funds with strategic investment insights.