How Sei Technology Is Transforming Investment Advisors' Practices

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company headquartered in Oaks, Pennsylvania, United States. The company provides investment processing, investment management, and investment operations solutions to corporations, financial institutions, financial advisors, and ultra-high-net-worth families. SEI helps financial advisors and their clients achieve and sustain financial freedom. The company has a diverse client base, including individuals, families, retirement plans, endowments, charitable foundations, and more. SEI's services include investment portfolio management, investment advice, financial planning, and wealth management. With a large team of financial advisors and a range of investment strategies, SEI tailors its advice to individual client needs and objectives, helping them to connect their financial plans to their goals and to what matters most.

SEI's investment management and operations solutions

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company that provides investment processing, investment management, and investment operations solutions. The company operates through five segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.

The Private Banks segment caters to banks, trust institutions, and independent wealth advisors in the United Kingdom and Canada. It provides investment processing and investment management programs to help them manage their clients' wealth.

The Investment Advisors segment targets affluent investors and connects them with a network of independent registered investment advisors, financial planners, and other investment professionals in the United States.

The Institutional Investors segment serves retirement plan sponsors, hospitals, and not-for-profit organizations. It provides investment management programs and administrative outsourcing solutions to help these organizations manage their investments efficiently.

The Investment Managers segment offers investment processing, fund processing, and operational outsourcing solutions to investment managers, fund companies, banking institutions, and alternative investment managers such as hedge funds and private equity funds.

Finally, the Investments in New Businesses segment focuses on ultra-high-net-worth families in the United States. It provides investment management programs through the SEI Wealth Network Business unit to help these families create and manage their wealth.

SEI has a long history in the industry, dating back to its founding in 1968. With its global presence and comprehensive range of services, SEI Investments Company has established itself as a leading provider of investment management and operations solutions.

SEI's investment processing

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company that provides investment processing, investment management, and investment operations solutions. SEI helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. The company operates through five segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.

The Private Banks segment provides investment processing and investment management programs to banks and trust institutions, independent wealth advisors in the United Kingdom, and financial advisors in Canada. The Investment Advisors segment offers investment management programs to affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the U.S.

The Investment Managers segment is another key area of SEI's investment processing expertise. This segment offers investment processing, fund processing, and operational outsourcing solutions to investment managers, fund companies, and banking institutions. SEI also serves investment managers of alternative asset classes, such as hedge funds, funds of hedge funds, and private equity funds.

Overall, SEI Investments Company provides comprehensive investment processing capabilities that empower financial advisors and their clients to achieve their financial goals and sustain financial freedom. SEI's investment processing solutions are tailored to meet the diverse needs of individuals, families, and organizations, helping them to effectively create and manage their wealth.

SEI's clients

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company that provides investment processing, investment management, and investment operations solutions. The company operates through five segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.

The Private Banks segment caters to banks, trust institutions, and independent wealth advisors in the United Kingdom and Canada. The Investment Advisors segment serves affluent investors through a network of independent registered investment advisors, financial planners, and other investment professionals in the U.S.

The Institutional Investors segment caters to retirement plan sponsors, hospitals, and not-for-profit organizations. The Investment Managers segment provides investment processing, fund processing, and outsourcing solutions to investment managers, fund companies, banking institutions, and managers of alternative asset classes. This includes hedge funds, funds of hedge funds, and private equity funds.

The Investments in New Businesses segment is dedicated to ultra-high-net-worth families in the U.S., offering investment management programs through the SEI Wealth Network Business unit.

SEI has a diverse client base, serving top global investment managers, top U.S. banks, RIAs, financial advisors, wealth and asset managers, institutional investors, and families and individuals. The company's services are designed to help clients power growth, make confident decisions, and protect their futures.

SEI's investment strategies

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company that provides investment processing, investment management, and investment operations solutions. SEI helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. The company operates through five segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.

• Customised investment solutions: SEI works with clients to design portfolios that support their unique life goals. They offer a range of multi-manager mutual funds, providing flexibility in portfolio design.
• SEI Strategic Portfolios: These diversified strategic portfolios aim to leverage the return potential of various asset classes and investment styles. SEI provides active management and investment oversight, backed by asset class and manager research, to maximise returns, reduce risk, and manage volatility.
• SEI Liquid Alternative Fund: This award-winning hedge fund seeks long-term capital appreciation by implementing alternative investment strategies.
• Tax-smart strategies: SEI helps clients keep more of their earnings through tax-efficient investment approaches.
• Sustainable investment strategies: SEI connects clients with their values by offering environmental, social, and governance (ESG) guidelines for their investments.
• Distribution-oriented investment strategies: Designed for retirement, these strategies address the need for more predictable cash flows.
• ETF strategies: SEI offers cost-effective ETF strategies for precise asset class exposure.
• Premier asset managers: SEI provides access to premier asset managers, such as the American Funds® and Dimensional, offering diversified portfolios tailored to different regions, risk tolerances, and investment objectives.

SEI's investment approach

SEI Investments Company, formerly Simulated Environments Inc., is a financial services company that provides investment processing, investment management, and investment operations solutions. SEI helps corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. The company operates through five segments: Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses.

SEI's fee structure is fee-only, meaning they only charge for advisory services and do not earn commissions from selling third-party products. Their investment management fees are negotiated on a case-by-case basis, depending on the specific services required.

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