Global provider of investment processing, investment management, and investment operations solutions.
SEI Investments Company stands as a prominent asset management holding company, publicly traded and headquartered in Oaks, Pennsylvania. Since its founding in 1968, SEI Investments has evolved into a comprehensive provider of wealth management, retirement and investment solutions, asset administration, and investment processing outsourcing services. The firm caters to a diverse client base that includes private banks, independent financial advisers, institutional investors, wealth management organizations, corporations, retirement scheme sponsors, and not-for-profit organizations among others.
Through its subsidiaries, SEI Investments manages separate client-focused portfolios and offers a range of investment products including equity, fixed income, and balanced mutual funds. The company distinguishes itself through its rigorous approach to investment management, employing both fundamental and quantitative analysis methodologies. This analytical framework encompasses top-down macroeconomic assessments as well as detailed bottom-up scrutiny of individual investment opportunities.
SEI Investments Company is also renowned for its expertise in investment advisory services, catering to a wide array of financial professionals and institutions globally. The firm's commitment to innovation and client-centric solutions has solidified its position as a leader in the asset management industry, continually adapting to meet the evolving needs of its diverse client base in an increasingly complex financial landscape.