SEI built its business around handling the relatively mundane aspects of the investment industry, including back-office chores like fund accounting and transaction processing. Its processing services allow private banks, investment advisors, and institutional Read more
By tying its revenue to clients' AUM, 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.
SEI is reaching the point where it can start to monetize its investment in its Global Wealth Platform. Read more
Revenue in the company's largest segment, private banking, has been declining over the past few years, and margins have compressed.
Consolidation among its client base could lead to fewer opportunities for SEI.
SEI's accounting treatment of its ownership in LSV has been changed and is now less transparent. Read more
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
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