SEI Investments (SEIC) Investor presentation summary

Business overview

• Provides technology and investment solutions for the financial services industry, including front-to-back office technologies, operational outsourcing, and customizable asset management programs.

• Supports clients in business transformation through digitization, change management, and advanced data security.

• Operates globally, with major service centers in the US, Canada, Europe, Asia, and Africa, and serves both high-net-worth and institutional clients.

• Manages approximately $1.5 trillion in assets and serves 8 of the top 20 US banks and 43 of the top 100 investment managers worldwide.

Strategic approach and growth

• Applies a proven business model focused on turning challenges into opportunities, engaging clients and employees, and driving sustainable growth.

• Pursues strategic acquisitions to enhance capabilities, expand markets, and deepen technology and asset management expertise.

• Leverages industry relationships to address emerging client needs and capture growth opportunities.

• Focuses on market trends such as outsourcing, alternative assets, cybersecurity, talent development, and RIA/intermediary growth.

• Targets significant addressable markets, including 2.5M US high-net-worth households and 17,000 institutional investor prospects.

Financial performance and capital allocation

• Maintains strong financial metrics, with 2023 return on assets at 19.19%, return on equity at 21.68%, and operating margin at 22.11%, outperforming S&P 500 averages.

• 2023 revenue reached $2.0 billion, with net income of $501 million and consistent capital returns to shareholders through dividends and stock buybacks.

• Invests in growth and innovation, with R&D expenditures representing 7.2% of revenue in 2023.

• Maintains a strong balance sheet to support growth, meet obligations, and deliver shareholder value.