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SEI Investments
SEI Investments (SEIC) investor relations material
SEI Investments UBS Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS Financial Services Conference 2026 summary10 Feb, 2026
Business overview and strategic positioning
Provides administration, asset management, and advice platforms, with recent expansion into advice through the Stratos acquisition.
IMS business is a top-five global fund administrator, now with 70% of business in alternatives, reflecting a shift from traditional assets.
Focus on vendor consolidation and platform-based solutions to meet client needs.
Strong pipeline in both IMS and private banking, with significant new mandates expected.
Stratos acquisition aims to strengthen presence in the advice segment and unlock cross-selling opportunities.
Financial performance and margin outlook
IMS has experienced steady double-digit growth, with margin pressure expected in Q1 due to investments and severance costs.
Investments in technology and automation are ongoing to support scalability and efficiency.
Margin compression in Q1 is anticipated but not significant; focus remains on long-term margin improvement.
Private banking margins have improved to around 18%, with professional services contributing higher margins (about 40%).
Asset management is undergoing a turnaround, with new leadership, positive inflows, and expansion of ETF offerings.
Growth drivers and business evolution
Professional services in private banking have grown rapidly, now representing a significant portion of sales events.
Pipeline in private banking and IMS is at historic highs, with a focus on regional and community banks for faster decision cycles.
Asset management is moving upmarket, winning larger mandates and achieving record ETF flows.
Early results from the Stratos acquisition show increased advisor engagement and cross-business opportunities.
Company-wide shift from a product to an enterprise solution approach, emphasizing vendor consolidation and platform integration.
IMS outsourcing wins: What's the financial impact?
Professional services: How to scale this model?
Asset management: What drives future growth?
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Next SEI Investments earnings date
Q1 202622 Apr, 2026
SEI Investments
Next SEI Investments earnings date
Q1 202622 Apr, 2026
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Frequently asked questions
SEI Investments Co. is a financial services company that provides investment processing, management, and advisory solutions to institutions, financial advisors, and individual investors. The company’s services include asset management, investment operations outsourcing, and technology platforms designed to streamline portfolio management and financial planning. SEI serves a diverse range of clients, including banks, investment managers, retirement plan sponsors, and family offices. Its offerings aim to enhance operational efficiency and support investment decision-making. The company is headquartered in Oaks, Pennsylvania, and its shares are listed on the NASDAQ.
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