SEI Investments Co.

SEI Investments Co.

SEI Investments Co.

Overview
Date Founded

1968

Headquarters

1 Freedom Valley Dr, Oaks, PA, 19456, US

Type of Company

Public

Employees (Worldwide)

3,756

Industries

Investment Services & Portfolio Management
IT Consulting & Services
Other Business & Consulting Services
Accounting & Financial Services
Holding Companies

Company Description

SEI Investments Co. engages in the provision of investment processing, investment management and investment operations platforms. It operates through the following business segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers and Investments in New Businesses. The Private Banks segment provides outsourced investment processing and investment management platforms to banks and trust institutions, independent wealth advisers and financial advisors worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors, financial planners and other investment professionals. The Institutional Investors segment provides investment management and administrative outsourcing platforms to retirement plan sponsors, healthcare systems and not-for-profit organizations worldwide. The Investment Managers segment provides investment operations outsourcing platforms to fund companies, banking institutions and both traditional and non-traditional investment managers worldwide. The Investments in New Businesses segment focuses on the provision of investment management programs to ultra-high-net-worth families residing in the United States, developing internet-based investment services and advice platforms, entering new markets and conducting other research and development activities. The company was founded by Alfred P. West, Jr. in 1968 and is headquartered in Oaks, PA.

Contact Data
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Executives & Employees

Owner

Product Owner

Chief Product Owner

Product Owner

Product Owner

Executive Vice President & Chief Financial Officer

Chief Operating Officer

General Counsel, Head-Legal & Compliance

Executive Vice President, Chief Marketing Officer

Board of Directors

Former President at SEI Investments Management Corp.

Chief Executive Officer at WizeHive, Inc.

Fund Advisor at Thompson, Siegel & Walmsley LLC

Associate at Peter Leach & Partners LLP

Chief Executive Officer at SEI Private Trust Co.

Founder at SEI Investments Co.

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Owners & Shareholders
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In 1951, marking the 25th anniversary of the founding of Loomis, Sayles & Company, Robert H. Loomis sent a clear message to all clients. Click here to read. More than 60 years later, I echo the words of our founder when he said, "we wish to express our gratitude and appreciation to those who, through these difficult years, have helped us to the success we have enjoyed. We look to the future with humility but with confidence." The biggest difference in today's world is that our pace is faster and our playing field is larger. Given this scenario, our job at Loomis Sayles is to keep a laser-like “eye on the ball” particularly during times of uncertainty and volatility, where both risk and opportunity reside. My goal is to ensure that Loomis Sayles remains a broad-based, house of excellence trusted by our clients and recognized for our record of: Attracting and retaining exceptional investment professionals Providing caring, highly ethical and informative services to our clients Producing strong investment performance across our full stable of products The last five years have been a time of tremendous innovation for us. We have grabbed hold of opportunities presented by market upheaval to unearth some tremendous investments, build off our base and empower people to construct and test new capabilities. By integrating these with existing capabilities, (quantitative research, deeper risk analysis, greater macro-economic firepower, absolute return-oriented strategies and securitized capabilities), I believe we are a better investment firm than ever. On behalf of all Loomis Sayles employees, thank you for placing your confidence in us. From my personal vantage point, I am more confident than ever about the future of our company and the skills and passion of our people to deliver excellence in their work. We look forward to serving your investment needs as we face the ever-changing future together.

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SIMC's strategic focus is on active asset management, which consists of five key components: asset allocation, portfolio design, sub-advisor selection, portfolio construction and risk management. Their philosophy and process offers clients personalization, diversification, coordination and management and represents a strategy geared toward achieving long-term investment goals in various financial climates. SIMC offers a variety of investment products which includes: mutual funds, ETFs, collective investment trusts, hedge funds, funds of hedge funds, private equity funds, offshore funds, separately managed accounts, institutional accounts and private client accounts. The firm generally covers US large- and small-cap equity securities, international and emerging market ADRs, master limited partnerships, and US fixed income securities, including government securities and municipal bonds.

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Atlanta Capital offers investment advisory services in a variety of equity, fixed income and mixed-asset strategies. In-depth fundamental analysis is the primary basis for their investment decision making process. Atlanta Capital invests principally in traditional equity (common stocks and equivalents) and debt securities. The firm seeks to achieve above-average long-term risk adjusted returns through emphasis on high quality equity or debt instruments they believe have unrecognized value or investment potential. For equities, high quality is generally measured by a company's demonstrated history of consistent growth and stability in earnings. For debt instruments, high quality typically relates to the probability of repayment (credit risk) and the predictability of when principal repayment will occur (stability of cash flow). Atlanta Capital operates with three distinct investment teams, Growth Equity, Core Equity and Fixed Income, each leveraging a central investment philosophy.

Recent Transactions
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SEI Investments Co. purchases Huntington Steele LLC

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SEI Investments Co. purchases Archway Technology Partners LLC

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SEI Investments Co. purchases NorthStar Systems International, Inc.

Insider Transactions
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Transaction Advisors
Accountant

Advised onSEI Investments Co. purchases Ccf Sei Investments from HSBC Holdings Plc

Legal Advisor

Advised onSEI Investments Co. purchases Huntington Steele LLC

Advisors & Consultants
Advisor

Managing Director of Institutional Group, EMEA at SEI Investments (Europe) Ltd.

Publicist

Media Relations Contact at Prosek LLC

Clients

Westwood Holdings Group, Inc. which through its subsidiaries, engages in managing investment assets and provision of services for its clients. The firm operates through the following segments: Advisory and Trust. The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals and the Westwood Funds, as well as investment sub advisory services to mutual funds and its trust segment. The Trust segment offers trust and custodial services to its clients and to its advisory segment and sponsors common trust funds to institutions and high net worth individuals. The company was founded by Susan Montgomery Byrne on December 12, 2001 and is headquartered in Dallas, TX.

TO IMPROVE LIVES IN OUR GLOBAL COMMUNITY BY EDUCATING DIVERSE GROUPS OF HIGHLY COMPETENT AND COMPASSIONATE HEALTH PROFESSIONALS.

The Jewish Federation of Greater Atlanta offers opportunities to build communities for Jews at home, in Israel and in communities throughout the world. It provides services through a network of social and humanitarian agencies. The organization was founded in 1906 and is located in Atlanta, GA.

Key Stats and Financials As of 2019
Market Capitalization
$8.23B
Total Enterprise Value
$9.31B
Earnings Per Share
$3.24
Revenue
$1.65B
Total Equity
$1.74B
Net Profit
$501M
TEVNet Income
18.57x
Debt TEV
0.01x
Total Debt
$47.6M
Enterprise Value Sales
5.64x
Three Year Compounded Annual Growth Rate Of Revenue
5.65%
Five Year Compounded Annual Growth Rate Of Revenue
5.45%
EBITDAMargin
32.99%
Enterprise Value EBITDAOperating
17x
EBITDA
$545M
Non-Profit Donations & Grants
Investments
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SEI Asset is an active, long-term, value-oriented manager which employs a bottom-up approach to equity investment. The firm performs fundamental research to identify undervalued stocks, considering criteria such as PER, EBITDA, PBR and DCF. Once equity investments are made, SEI Asset normally holds them until they reach their target price.The firm approaches fixed-income investments on a mid-term basis, believing that research is the best way to achieve stable performance. They focus on duration management and issues selections, employing a team-based decision making process.SEI Asset's index investment objective is to consistently create stable alpha within a strictly controlled tracking-error range, based on their enhanced index strategies. The firm performs fundamental analysis and constructs an index-tracking portfolio using an in-house optimization model.

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Advizr, Inc. operates as a financial software company. Its platform enables financial advisors to aggregate accounts, calibrate plan, socialize, monitor, and data discovery. The company was founded by Hussain Zaidi, Mustapha Baassiri and Jorge Alvarez and is headquartered in New York, NY.

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VIPdesk Connect, Inc. provides brand management and customer care services. It employs home-based customer service representatives using web-enabled and call center technology to act as concierge and customer care representatives for travel, auto, financial services, and retail industries. The company was founded by Mary Naylor and Sally Hurley in 1997 and is headquartered in Alexandria, VA.

Suppliers
OneSpan, Inc. IT Consulting & Services | Oakbrook Terrace, IL

VASCO is a world leader in strong authentication and e-signature solutions, specializing in online accounts, identities and transactions. As a global software company, VASCO serves a customer base of approximately 10,000 companies in over 100 countries, including more than 1,700 international financial institutions. In addition to the financial sector, VASCO's technologies secure sensitive information and transactions for the enterprise security, e-commerce and e-government industries.

The Bancorp Inc. Retail & Commercial Banking | Wilmington, DE

The Bancorp, Inc. (NASDAQ NM: TBBK) is a financial holding company with a wholly owned subsidiary, The Bancorp Bank. The Bancorp Bank is an FDIC-insured branchless commercial bank that delivers a full array of financial services and products both directly and through more than 300 private-label affinity partner programs nationwide. Our regional community bank division serves the needs of small and mid-size businesses and their principals in the Philadelphia-Wilmington region. When it was introduced in 2000, The Bancorp Bank’s ability to create customized banks for affinity partners set a new standard in financial services innovation. Today, Bancorp remains a leader as one of the few banks in the country dedicated to providing private-label banking and technology solutions for non-bank companies. Bancorp’s private-label program focuses on four main business segments – healthcare, merchant processing, prepaid and wealth management. The “branchless banking” programs enable members, employees and customers of affinity partners to access online banking services, customized for them, under the affinity partner’s brand. The Bancorp Bank is headquartered in Wilmington, Delaware, with offices in Philadelphia, PA; King of Prussia, PA; Chicago, IL; Crofton, MD; Minneapolis, MN; Orlando, FL; Sioux Falls, SD; Sofia, Bulgaria; Newcastle upon Tyne, UK and Gibraltar. Total assets of The Bancorp Bank, as of December 31, 2011, are $3.0 billion

Competitors
BlackRock, Inc. Investment Services & Portfolio Management - New York, NY

BlackRock is trusted to manage more money than any other investment firm. Their business is investing on behalf of their clients — from large institutions to parents and grandparents, teachers, nurses, doctors and people from all walks of life who entrust their savings to them. They are passionate about their work and intensely focused on performing at the highest levels. To get there, they strive to out-think and out-work competitors and find the best balance of risk and return across all investment styles on behalf of their clients.

The Charles Schwab Corp. Investment Banking & Brokerage - San Francisco, CA

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

State Street Corporation Investment Services & Portfolio Management - Boston, Massachusetts

State Street Corp. operates as a financial holding company. It conducts business primarily through State Street Bank. The company operates through following business lines: Investment Servicing and Investment Management. The Investment Servicing business offers custody, product and participant-level accounting, daily pricing and administration, master trust and master custody, record-keeping, cash management, foreign exchange, brokerage and other trading services, securities finance, deposit and short-term investment facilities, loans and lease financing, investment manager and alternative investment manager operations outsourcing, and performance, risk and compliance analytics. The Investment Management business provides services through State Street Global Advisors, which provides a broad array of investment management, investment research and investment advisory services to corporations, public funds and other sophisticated investors. It offers strategies for managing financial assets, including passive and active, such as enhanced indexing, using quantitative and fundamental methods for both the U.S. and global equities and fixed-income securities. The company was founded in 1969 and is headquartered in Boston, MA.

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