SEI Investments Company · NASDAQ:SEIC

SEI Investments — Investor Presentation (October 2019)

21 slides from SEI Investments's investor presentation, Oct 28, 2019

  1. Slide 1: SEI Investments Company Investor Presentation

    SEI Investments Company (NASDAQ: SEIC) Investor Presentation Oct. 28, 2019

  2. Slide 2: About SEI

    About SEI 1968 : 50%", | 11,000 of innovation i clients globally and growth : 45 Publicly held eune : SEIC $335 billion of the top 100 NASDAQ assets under management investment managers worldwide are clients 3.850 ¢662billion onto 2 employees i : in 8 nations : assets under administration i banks ar

  3. Slide 3: A leading global provider of technology-driven wealth and investment management solutions

    SEI: A leading global provider of technology-driven wealth and investment management solutions We deliver platform-based solutions and financial technologies – encompassing front–, middle– and back–offices – to help clients achieve lasting success. ©2019 SEI 3

  4. Slide 4: A leading technology and business innovator in the wealth management industry for over 50 years

    SEI: A leading technology and business innovator in the wealth management industry for over 50 years ©2019 SEI 4

  5. Slide 5: Existing markets

    SEI: Existing markets ©2019 SEI 5

  6. Slide 6: Well positioned in the fintech ecosystem

    SEI: Well positioned in the fintech ecosystem ©2019 SEI 6

  7. Slide 7: Focus on long-range sustainable growth

    SEI: Focus on long-range sustainable growth ©2019 SEI 7

  8. Slide 8: Grow using proven business model

    SEI: Grow using proven business model ©2019 SEI 8

  9. Slide 9: Positioned to help clients navigate industry trends

    SEI: Positioned to help clients navigate industry trends ©2019 SEI 9

  10. Slide 10: Enter or increase focus on adjacent financial markets with existing and new platforms

    SEI: Enter or increase focus on adjacent financial markets with existing and new platforms NEW MARKETS EXISTING PLATFORMS NEW PLATFORMS Independent RIAs DC fund sponsors Large global wealth managers Family Offices ©2019 SEI 10

  11. Slide 11: Plan Summary

    SEI: Plan Summary ©2019 SEI 11

  12. Slide 12: Apply advanced technologies

    SEI: Apply advanced technologies ©2019 SEI 12

  13. Slide 13: Financial highlights

    SEI: Financial highlights Net income ($m) Revenue ($m) Net cash from operating activities ($m) $506 1,527 1,624 588 1,402 $404 1,266 1,334 434 460 $319 $332 $334 375 406 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018 Return of capital to Research and Development SEIC pric

  14. Slide 14: SEI platform overviews and additional information

    SEI platform overviews and additional information

  15. Slide 15: Private Banks: Enterprise wealth management SEI Wealth Platform

    Integrated services and Private processesBanks: Enterprise wealth management SEI Wealth PlatformSM Front Office Services Investment Management Middle Office Services Advisor Dashboards Model Management Client & Account Maintenance Prospecting, Proposal & IPS S Asset Allocation Cash Processing Client

  16. Slide 16: Private Banks: Asset management distribution

    Private Banks: Asset management distribution Custom investment management solutions Manager Turnkey Comprehensive Research Investment › Turn-key strategies › Strategies › Goals-based or Research › Selection › Actively managed › Engagement › Manager research Traditional › Oversight › Manager selectio

  17. Slide 17: Investment Advisors: Flexible turnkey asset management solution

    Investment Advisors Flexible turnkey asset management solution SEI Wealth Platform + asset management platform › Full custody platform with middle office › Single system Rebalancing CRM architecture with extendable integration Independent Advisor Aggregation Financial Planning Front Office allows SE

  18. Slide 18: Institutional Investors: Outsourced Chief Investment Officer (OCIO) Platform

    Institutional Investors Outsourced Chief Investment Officer (OCIO) Platform + asset management platform Strategic Advice › Goal setting & monitoring › Asset / liability study › Investment policy formulation Investment Management › Portfolio structure › Manager research & selection › Dynamic asset ma

  19. Slide 19: Investment Managers Platform

    Investment Managers Investment Managers Platform Investment Fund Flexible, integrated operations operations handling of: › Fund Administration › Fund Accounting › Investment Operations / Middle Office › Information Management Risk › Workflow/Process Best-of-breed Regulatory and Technology management

  20. Slide 20: Forward-Looking Statements

    Forward-Looking Statements This presentation contains forward-looking statements within the meaning of the rules and regulations of the Securities and Exchange Commission. In some cases you can identify forward-looking statements by the words ‘‘may’’, ‘‘will’’, ‘‘expect’’, ‘‘believe’’ and ‘‘continue

  21. Slide 21: Thank you

    S = | New ways. New answers: Thank you

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