SEI Investments Company · NASDAQ:SEIC
SEI Investments — Investor Presentation (March 2017)
19 slides from SEI Investments's investor presentation, Mar 31, 2017
Slide 1: SEI Investments Company Investor Presentation
SEI Investments Company (NASDAQ: SEIC) Investor Presentation March 31, 2017 1
Slide 2: SEI
SEI SEI is a leading global provider of asset years as a leading innovator and management, investment processing and investment operations solutions. 49 outsourcer in the wealth management industry Employees* ~3,200 We help professional wealth managers, institutional investors, investment management
Slide 3: SEI representative clients
SEI representative clients Banks and asset management distributors Investment Advisors and Broker/Dealers Institutional Investors Investment Managers Representative clients are selected by SEI to illustrate a sampling of SEI’s client base as of December 31, 2016, but may not necessarily endorse all
Slide 4: 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) 4
Slide 5: SEI wealth management enterprise platforms
SEI wealth management enterprise platforms Three Core Competencies Investment Investment Investment Management Processing Operations Platforms Wealth Management Business Process Outsourcing › Individuals › Distributors › Institutions › Manufacturers 5
Slide 6: SEI financial highlights
SEI financial highlights Net income Revenue ($m) Net cash from attributable to SEI ($m) operating activities ($m) $1,411 $1,266 $1,334 $425 $375 $391 $332 $334 $1,126 $351 $319 $993 $288 $257 $207 2012 2013 2014 2015 2016 2012 2013 2014 2015 2016 2012 2013 2014 2015 2016 Return of capital to Researc
Slide 7: 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 › Goals-based investing balances › Fee-based advisor › OCIO & fiduciary management › Asset allocation Platform › Total operations outsourcing › Back-office processing › SEI Wealth Pl
Slide 8: SEI today: segments and target markets
SEI today: segments and target markets › Global banks Banks › U.S. national and regional banks; large community banks › Non-bank private wealth managers and asset management distributors globally › U.S. registered investment advisors Advisors › Financial planners › Broker/dealers › Global and U.S. c
Slide 9: SEI today: global presence and services offered
SEI today: global presence and services offered Europe United Kingdom Canada › Bank & advisory investment processing Institutional/HNW asset › Institutional & HNW asset management management Netherlands Institutional asset management Major Operations Center Ireland Oaks, PA, United States Investment
Slide 10: SEI today: differentiated solutions – current investments
SEI today: differentiated solutions – current investments Segment Solutions/Platforms Investments › Software-as-a-Service › SEI Wealth PlatformSM › Operating scale › Front-office Private Banks › Asset management distribution › Expanded distribution › Expanded distribution › Turn-key asset management
Slide 11: SEI business model
SEI business model › Focus on emerging client needs Organic Growth › Deliver enterprise platforms › Selective acquisitions › Forge strategic and intimate client relationships Client Relationships › Be a thought-leader › “Win-win” pricing models › Focus on sustainable growth in earnings-per-share › G
Slide 12: SEI competitive advantages
SEI competitive advantages › SEI recognized as an industry leader and innovator Market Leadership › Large and diverse client base › Facilitates new business and cross-sale success › Strategies well-developed and coordinated Complete Strategies › Current economic climate reinforces value propositions
Slide 13: SEI platform overviews and additional information
SEI platform overviews and additional information 13
Slide 14: Private Banks solution: SEI Wealth Platform
Private Banks solution SEI Wealth Platform SM Investment Processing Services Asset services, cash management, End Client corporate actions, custody, reconcilement, Asset Management settlement, fee & tax processing › 360º view of relationships › Prospect management › End-client website › Dashboard &
Slide 15: Investment Advisors solution: Flexible turnkey asset management platform
Investment Advisors solution Flexible turnkey asset management platform Traditional Flexible Open Custody Solution turn-key asset Platform category turn-key asset management platform management platform SEI Wealth Platform Do-It-Yourself › Full custody platform with › Full custody platform with › Fu
Slide 16: Institutional Investors solution: Outsourced Chief Investment Officer (OCIO)
Institutional Investors solution Outsourced Chief Investment Officer (OCIO) Strategic Advice › Goal setting & monitoring › Asset / liability study › Investment policy formulation Investment Management › Portfolio structure › Manager research & selection › Dynamic asset management Risk Management & M
Slide 17: Investment Managers solution: Total Operational Outsourcing Platform
Investment Managers solution Total Operational Outsourcing Platform Investment Fund Flexible, integrated operations operations handling of: › Fund Administration › Fund Accounting › Investment Operations / Middle Office Best-of-breed Risk Regulatory and Technology Management › Information Management
Slide 18: 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 19: Thank you
Thank you S E | New ways. New answers’
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