SEI Investments Co, also known simply as SEI, is a leading global provider of investment processing, management, and operations solutions. SEIC is based out of Oaks, Pennsylvania, USA and operates in various major financial hubs across the globe.
Since its inception in 1968 by its Founder, Al West, the company has been reshaping the financial services landscape through its innovative approach. It provides services that help corporations, financial institutions, financial advisors, and ultra-high-net-worth families to create, manage, and transfer wealth. The company prides itself on its unique business model that pushes the boundaries of traditional asset management.
SEI Investments Co operates through its various businesses. Firstly, the Private Banks segment provides outsourced investment processing and back-office services to banks and trust companies. Secondly, the Investment Advisors segment offers market strategies and portfolio construction advice to investment advisors. The Institutional Investors segment offers investment management, risk management, and investment processing services to institutional investors. Lastly, the Investment Managers segment provides services to hedge funds, fund of funds, and private equity funds.
Notably, these varied businesses are efficiently managed through SEIC's proprietary wealth platform. This platform streamlines the wealth management process and provides clients with a single, comprehensive view of their investment portfolios.
SEI Investments Co holds a certification from the CEFEX (Centre for Fiduciary Excellence) for its fiduciary and investment manager excellence. It also holds ISO 27001 certification, signifying its commitment to maintaining high standards in information security management.
Over the years, SEI maintained a stable growth rate. As of the end of 2020, it managed, advised, and administered $1 trillion in hedge, private equity, mutual fund, and pooled or separately managed assets.
SEI has a well-deserved reputation for innovation. It was one of the pioneer companies to introduce a fully automated trust and investment management system. Today, SEIC continues to leverage technology, particularly in the areas of artificial intelligence, machine learning, and blockchain, to deliver superior service to its global clientele.
At its core, SEI Investments Co aims to empower its customers by offering robust, tailored, and innovative investment solutions that help them navigate the ever-changing financial landscape. With a culture that encourages innovation, client focus, and personal development, SEI continues to lead the charge in turning investment challenges into opportunities.