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SEI Investments Co SEIC Stock Quote

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NASDAQ:SEIC

Morningstar‘s Stock Analysis SEIC

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5-Star Price

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Economic Moat

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Capital Allocation

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SEI Investments Has Three Highly Profitable Segments, Private Banks Segment Margins Remain Depressed

Rajiv Bhatia, CFA Equity Analyst

Business Strategy and Outlook

| Rajiv Bhatia, CFA |

SEI Investments consists of four main segments: private banks, investment advisors, institutional investors, and investment managers. A minority interest in value equity manager LSV Asset Management generates about 20% of its pretax income. The firm’s investment advisors, institutional investors, and investment managers segments have been strong drivers of earnings and have strong operating margins, while private banks has been a thorn in SEI’s side, with disappointing revenue growth and operating margins.

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Key Statistics SEIC

Company Profile SEIC

Business Description

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $99 billion in assets under management. As of Dec. 21, SEI (including LSV) manages, administers, or advises on over $1.3 trillion in assets.

Contact
1 Freedom Valley Drive
Oaks, PA, 19456
T +1 610 676-1000
Industry Asset Management
Most Recent Earnings Sep 30, 2022
Fiscal Year End Dec 31, 2022
Employees 4,406