Morningstar Rating

Stock Research and Analysis

by Brett Horn

Bulls Say

By tying its revenue to clients' assets under management, SEI should benefit from long-term appreciation in capital markets.
Because its revenue is spread across many asset manager clients, an investment in SEI could be viewed as less risky than an investment in an asset manager.
The company is reaching the point where it can start to monetize its investment in its SEI Wealth Platform. Read more 

Bears Say

Revenue in the company's largest segment, private banking, has been declining over the past few years, and margins have compressed dramatically over the past decade.
Consolidation among its client base could lead to fewer opportunities for SEI.
SEI's accounting treatment of its ownership in LSV has changed and is now less transparent. Read more 

Management

Chairman and CEO Alfred West has led the company since its founding in 1968. His leadership has benefited shareholders over the years, but also creates some issues. West and his family own 17% of shares collectively. West's large ownership stake, his   Read more 

Profile

Founded in 1968, SEI Investments is a provider of outsourced solutions for investment processing, fund processing, and investment management. It has about 7,000 clients,  Read more 

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