SEI Investments Company · NASDAQ:SEIC
SEI Investments — Investor Presentation (September 2010)
18 slides from SEI Investments's investor presentation, Sep 30, 2010
Slide 1: Investor Presentation - SEI Investments Company
Investor Presentation SEI Investments Company September 30, 2010 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 up
Slide 2: SEI
SEI SEI is a leading global provider of innovative investment and investment business solutions. We help banks, investment advisors, institutional investors, investment managers, and ultra-high-net worth investors create and manage wealth – and enable their long term success – by delivering comprehe
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) Pct of 2009 R
Slide 4: SEI Solutions & Services
SEI Solutions & Services Solutions Wealth Management Business Process Outsourcing • Individuals • Distributors • Institutions • Manufacturers Integrated services + advice Investment Investment Investment Management Processing Operations SEI Investor Presentation 30 September 2010 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 balances Manager of Managers Advice & goal-based investing Asset allocation Fee-based advisor platform Integrated pension & finance Back-office investment processing Total operations outsourcing Globalization
Slide 6: SEI Global Initiatives
SEI Global Initiatives Markets Banks & Institutional Investment Advisors Investors Managers Global Wealth Services Pension & Fund Investment Administration United Kingdom IWA North America Management North America North America United Kingdom Investment United Kingdom EMEA Management EMEA Asia Unite
Slide 7: SEI Revenues & Net Income
SEI Revenues & Net Income Revenue and Net Income After Taxes (2000 – 2009, in millions) $1,023 $985 $885 $849 $773 $275 $692 $658 $630 $636 $599 $237 Revenues $260 $237 $178 excluding SIV charges $188 including $169 SIV charges $174 Net Income $141 $143 $139 Attributable to $125 SEI $99 00 01 02 03
Slide 8: SEI Business Model
SEI Business Model “Our business model has served us well.” • Focus on emerging client needs Organic Growth • Deliver ever-expanding solutions • Not acquisitive • Forge intimate client relationships Client Relationships • Be a thought-leader • Adopt “win-win” pricing models • Focus on long-term grow
Slide 9: 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 • R & D
Slide 10: SEI Differentiated Solutions
SEI Differentiated Solutions • PensionConnect 360 • Total Operational Outsourcing • Goal-based Investing • Global Wealth Platform SEI Investor Presentation 30 September 2010 10
Slide 11: SEI Portfolio of Businesses
SEI Portfolio of Businesses • Institutional Investors • Investment Managers • Private Banking Institutional Investors • Advisors Investment Managers Banking Advisors SEI Investor Presentation 30 September 2010 11
Slide 12: Other Information
Other Information Solution Overviews • Private Banks • Investment Advisors • Institutional Investors • Investment Managers • Global Wealth Services Detail SEI Investor Presentation 30 September 2010 12
Slide 13: Private Banks Solution
Private Banks Solution Global Wealth Services SEI delivers a bundled comprehensive outsourcing solution integrating processing services, investment management, and business expertise to banks and other wealth managers. Client Portfolio Wealth Management Wealth Investment - Goals-based portfolios Pro
Slide 14: SEI Global Wealth Services
SEI Global Wealth Services GWS GWS Business Transition Trust 3000 Infrastructure Solution Trust 3000 Business Solution Application Solution Solution Global Wealth Platform Global Wealth Platform • Investment Processing • Investment Processing • Investment Processing • Investment Processing • Investm
Slide 15: Investment Advisors Solution
Investment Advisors Solution SEI delivers a bundled customized solution integrating advice, investment management, administrative services, and processing technology for investment advisors. Administration & Technology - Custody & Trade Processing Investment Strategies - Portfolio Rebalancing - Mutu
Slide 16: Institutional Solution
Institutional Solution Defined Benefit Plans, Endowed Assets, and Operating Assets SEI delivers a bundled customized solution integrating advice, investment implementation, and administration to delegation-oriented buyers. Strategic Advice & Investment Management Management - Portfolio Structure - F
Slide 17: Investment Managers Solution
Investment Managers Solution Total Operational Outsourcing SEI delivers a comprehensive outsourcing solution, for a full range of asset classes, integrating operating services, technologies, and business expertise. SEI Manager Dashboard Decision Sales Executive Portfolio Client Operations Marketing
Slide 18: SEI Investor Presentation 30 September 2010 18
SEI Investor Presentation 30 September 2010 18
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