An area of strength is the firm’s favorable fees for open-end and exchange-traded funds, demonstrating a firm-wide commitment to minimizing costs and maximizing investors’ returns. Fees for funds are, on average, within the second-lowest quintile of similarly distributed strategies. On average, SEI's longest-tenured strategy managers have 12 years of tenure. This level of experience should give investors confidence in the group's ability to handle turbulent market conditions. SEI has faced above-average manager turnover in the past five years. This is a concern, as long-term stability tends to support positive results.
SEI's track record as a steward is mixed, leading to an Average Parent Pillar rating.