SEI Investments Company · NASDAQ:SEIC
SEI Investments — Investor Presentation (March 2015)
16 slides from SEI Investments's investor presentation, Mar 31, 2015
Slide 1: SEI Investments Company Investor Presentation
SEI Investments Company Investor Presentation March 31, 2015 1
Slide 2: SEI
SEI SEI is a leading global provider of asset management, investment processing, and investment operations solutions. We help professional wealth managers, institutional investors, investment management firms, and private investors create and manage wealth – and enable their long term success – by p
Slide 3: SEI markets & businesses
SEI markets & businesses Serving two related markets Wealth Holders Wealth Services Providers › Individuals › Distributors › Institutions › Manufacturers Through five business units Private Investment Institutional Investment New Banks Advisors Investors Managers Businesses (ultra HNW) 3
Slide 4: SEI wealth management enterprise platforms
SEI wealth management enterprise platforms Services + Advice Investment Investment Investment Management Processing Operations Platforms Wealth Management Business Process Outsourcing › Individuals › Distributors › Institutions › Manufacturers 4
Slide 5: SEI: a history of innovation and market expansion
SEI: a history of innovation and market expansion Innovations › Trust System › Invest idle cash › Manager of Managers › Advice & goal-based investing balances › Fee-based advisor › Integrated pension & finance › Asset allocation Platform › Total operations outsourcing › Back-office processing › SEI
Slide 6: SEI today: a leading provider of investment services
SEI today: a leading provider of investment services Private banks and other wealth services firms • Trust departments of 9 of top 20 U.S. banks are clients.* Investment advisors • Serving 6,100 advisors, and a leading third-party managed account provider.* Institutional investors • #4 outsourcer by
Slide 7: SEI business model: Portfolio of Businesses
SEI business model: Portfolio of Businesses › Focus on emerging client needs Organic Growth › Deliver enterprise solutions › Selective acquisitions › Forge intimate client relationships Client Relationships › Be a thought-leader › “Win-win” pricing models › Focus on sustainable growth in earnings-pe
Slide 8: SEI competitive advantages
SEI competitive advantages “We are well-positioned for the realities of today’s markets.” › SEI recognized as an industry leader Market Leadership › Large and diverse client base › Facilitates new business and cross-sale success › Strategies well-developed and coordinated Complete Strategies › Curre
Slide 9: SEI focused on growth
SEI focused on growth SEI Businesses Differentiated Solutions Institutional Investors Fiduciary Management Investment Managers Total Operational Outsourcing Investment Advisors SEI Wealth Platform SM & Flexible TAMP Private Banks SEI Wealth Platform Global Operations Asset Management Distribution 9
Slide 10: SEI Platform Overviews
SEI Platform Overviews S E | New ways. New answers’
Slide 11: Private Banks: SEI Wealth Platform
Private Banks SEI Wealth Platform SM INVESTMENT PROCESSING SERVICES ASSET Asset services, cash management, END CLIENT MANAGEMENT corporate actions, custody, reconcilement, › 360º view of relationships settlement, fee & tax processing › End-client website › Prospect management › End-client statements
Slide 12: Institutional Investors: Fiduciary Management Solution
Institutional Investors Fiduciary Management Solution Strategic Advice › Goal setting & monitoring › Asset / liability study › Investment policy formulation Investment Management › Portfolio structure › Manager research & selection › Dynamic asset management Risk Management & Monitoring › Multi-leve
Slide 13: Investment Managers: Total Operational Outsourcing Platform
Investment Managers Total Operational Outsourcing Platform Flexible, integrated handling of: Investment › Fund Administration Fund operations operations › Fund Accounting › Investment Operations / Middle Office › Information Best-of-breed Risk Management Regulatory Technology › Workflow/Process Mana
Slide 14: Flexible TAMP – SEI Wealth Platform
Investment Advisors Solution Flexible TAMP – SEI Wealth Platform SM Full Turnkey Open Custody Platform Traditional TAMP SEI Wealth Platform SM Do-It-Yourself SEI’s Investment Platform, Full custody platform with a middle office Full custody platform accommodated non-SEI Single system architecture Ad
Slide 15: Forward Looking Statements
Forward Looking Statements This presentation may include "forward-looking statements," and discussions about future operations, strategies and financial results. Future revenues and income could differ from expected results. We have no obligation to publicly update or correct any statements herein a
Slide 16: Thank you
Thank you S E | New ways. New answers’
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