NASDAQ-NMS:SEIC

SEI to Announce First-Quarter 2024 Earnings on Wednesday, April 24, 2024

Retrieved on:

Wednesday, April 17, 2024

OAKS, Pa., April 17, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the first quarter 2024 on Wednesday, April 24, 2024 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time.

Key Points:

Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time
OAKS, Pa., April 17, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the first quarter 2024 on Wednesday, April 24, 2024 after the market closes.
The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time.
The public is invited to listen to the call at www.seic.com/ir-events .
Replays will be available shortly after the call at (USA) 866-207-1041; (International) 402-970-0847; Access Code: 3297429.

SEI Enhances SMA and UMA Solutions Offered Through Managed Accounts Program

Retrieved on:

Tuesday, April 2, 2024

You, Tax, Spinal muscular atrophies, Growth, Unified managed account, Adviser, Risk, SMA, Traction, UMA, ETF, Financial adviser

OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization. These enhancements are designed to help advisors better serve mass-affluent, high-net-worth, and ultra-high-net-worth investors.

Key Points:

New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors
OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization.
SMAs and UMAs are gaining traction for their ability to offer customized investment solutions while optimizing tax efficiency.
"SEI has been at the forefront of this trend, offering UMAs for nearly 20 years.
1SEI's implementation vehicles include mutual funds, ETFs, and SMAs offered through SEI Mutual Fund Strategies and Managed Account Solutions.

IXS Holdings Selects SEI for Cybersecurity and Network Operations

Retrieved on:

Wednesday, March 27, 2024

Organization, Growth, Intelligence, Risk, Complex, Information technology, Risk management

OAKS, Pa., March 27, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that it will manage IXS Holdings, Inc.'s cybersecurity and network operations through SEI Sphere®. Owned by Clearlake Capital Group, L.P., IXS Holdings is a leading manufacturer for automotive components and industrial markets across the Americas, APAC, and EMEA regions. SEI Sphere provides comprehensive cybersecurity and IT solutions designed to protect and optimize enterprise technology and data.

Key Points:

OAKS, Pa., March 27, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) today announced that it will manage IXS Holdings, Inc.'s cybersecurity and network operations through SEI Sphere® .
SEI Sphere provides comprehensive cybersecurity and IT solutions designed to protect and optimize enterprise technology and data.
Following a thorough selection process, IXS Holdings selected SEI Sphere to manage its network and security operations in a multi-national environment across 35 branch plants in the U.S. and Canada.
SEI Sphere's network operation services, coupled with its cybersecurity program, will support better operational outcomes by streamlining network monitoring and management, threat detection, intelligence, and remediation.

SEI Launches Advanced Multi-Custody Capability for U.S. Wealth Management Clients

Retrieved on:

Thursday, March 21, 2024

Organization, Private banking, Aggregation, SWP, Financial services

OAKS, Pa., March 21, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced that U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP) can view and manage assets custodied with third parties through an advanced integration with SWP's proprietary core accounting engine. SEI's enhanced technology combined with the strength of its operational processing and reconciliation services enables the enhanced aggregation of high-fidelity data.

Key Points:

OAKS, Pa., March 21, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced that U.S. wealth managers utilizing the SEI Wealth PlatformSM (SWP) can view and manage assets custodied with third parties through an advanced integration with SWP's proprietary core accounting engine.
The SEI Wealth Platform's multi-custody capability not only empowers our clients to better serve their customers, but it can also create opportunities for them to gain new customers without requiring them to migrate custody of their assets.
We're excited to help our clients continue to transform their organizations and power the future of wealth."
Six U.S. wealth management clients are utilizing this capability through SWP, with more than a dozen preparing for future deployment.

SEI and TIFIN Partner to Power the Future of Wealth Through Artificial Intelligence

Retrieved on:

Wednesday, February 21, 2024

Investment, Artificial intelligence, AI, Culture, Growth, Noise, Learning, Partnership

OAKS, Pa., Feb. 21, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a strategic investment of $10 million in TIFIN, a leading innovation platform accelerating the adoption of artificial intelligence (AI) in wealth management. TIFIN's pace of development and breadth of AI solutions—combined with SEI's scale, technology, and distribution—will help enhance and personalize client experiences and support business growth.

Key Points:

Like many emerging trends, AI has tremendous potential to disrupt financial services, as well as accelerate opportunity, access, and impact.
TIFIN has built and continues to build products to accelerate this future.
This makes it a powerful combination, and we are thrilled to partner with SEI.
We believe that our cultural synergies, access to talent and expertise, and network of strategic partners will help power the future of wealth."

Pictet Asset Management launches first suite of CITs and chooses SEI as strategic partner

Retrieved on:

Tuesday, February 6, 2024

Senior, Consultant, USD, CIT, CITS-DT, Security (finance)

NEW YORK, Feb. 6, 2024 /PRNewswire/ -- Pictet Asset Management ("Pictet AM") has launched its first suite of four collective investment trusts (CITs) to the US institutional retirement market.

Key Points:

NEW YORK, Feb. 6, 2024 /PRNewswire/ -- Pictet Asset Management ("Pictet AM") has launched its first suite of four collective investment trusts (CITs) to the US institutional retirement market.
In the 1990s, Pictet AM pioneered thematic equity strategies offering investors the opportunity to capitalise on the most powerful trends shaping our world.
Pictet AM has chosen SEI as a partner for the launch of Pictet Clean Energy Transition CIT, Pictet Emerging Markets Debt Blend CIT, Pictet Emerging Markets Debt Local Currency CIT and Pictet Emerging Markets Hard Currency Debt CIT.
We're excited to welcome Pictet Asset Management to SEI and look forward to servicing and supporting their CIT business."

SEI Appoints Sean Denham as CFO

Retrieved on:

Monday, February 5, 2024

OAKS, Pa., Feb. 5, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Sean Denham as an Executive Vice President and Chief Financial Officer, reporting to CEO Ryan Hicke.

Key Points:

OAKS, Pa., Feb. 5, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced the appointment of Sean Denham as an Executive Vice President and Chief Financial Officer, reporting to CEO Ryan Hicke.
Denham's employment will begin on March 18, 2024, and his appointment as CFO will be effective on the day following the resignation of current CFO Dennis McGonigle, whose departure plans were announced by SEI in July 2023.
Denham succeeds McGonigle, who has served in a number of different roles and leadership positions at SEI for nearly 40 years.
Sean leads by example and embodies the values that our stakeholders expect from us to the same degree as Dennis.

SEI Reports Fourth-Quarter 2023 Financial Results

Retrieved on:

Wednesday, January 31, 2024

Strategist, Growth, International, Telephone, AMD, Interest, Investment, SWP, LSV, Asset, Acquisition, Video game

Revenues from Information processing and software servicing fees increased from new client conversions and growth from existing SEI Wealth PlatformSM (SWP) clients.

Key Points:

Revenues from Information processing and software servicing fees increased from new client conversions and growth from existing SEI Wealth PlatformSM (SWP) clients.
Net sales events for newer initiatives, which includes SEI Sphere, were $1.3 million during the fourth-quarter 2023.
Capitalized software development costs were $7.4 million in the fourth-quarter 2023, of which $4.5 million was for continued enhancements to SWP.
Repurchased shares of SEI common stock were 1.2 million for $68.9 million during the fourth-quarter 2023 at an average price of $58.08 per share.

SEI to Announce Fourth-Quarter 2023 Earnings on Wednesday, Jan. 31, 2024

Retrieved on:

Wednesday, January 24, 2024

International, Conference

OAKS, Pa., Jan. 24, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the fourth quarter 2023 on Wednesday, Jan. 31, 2024 after the market closes. The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time.

Key Points:

Public Invited to Monitor Conference Call at 4:30 p.m. Eastern Time
OAKS, Pa., Jan. 24, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) intends to release earnings for the fourth quarter 2023 on Wednesday, Jan. 31, 2024 after the market closes.
The company will hold a conference call to discuss these financial results beginning at 4:30 p.m. Eastern time.
The public is invited to listen to the call at www.seic.com/ir-events .
Replays will be available shortly after the call at (USA) 866-207-1041; (International) 402-970-0847; Access Code: 4801296.

SEI and Phillies Launch Contest for Mural at Citizens Bank Park

Retrieved on:

Thursday, January 11, 2024

Senior, Culture, Citizens Bank Park, Work, Ashburn Alley, Environment, Major League Baseball, Creativity, Organization, Industrial design

PHILADELPHIA and OAKS, Pa., Jan. 11, 2024 /PRNewswire/ -- SEI® (NASDAQ: SEIC) and the Philadelphia Phillies today announced an initiative to commission a mural by a local artist for display above Ashburn Alley at Citizens Bank Park during the 2024 Major League Baseball season.

Key Points:

Local Artists Invited to Submit Ballpark Mural Concepts by January 26,
PHILADELPHIA and OAKS, Pa., Jan. 11, 2024 /PRNewswire/ -- SEI ® (NASDAQ: SEIC) and the Philadelphia Phillies today announced an initiative to commission a mural by a local artist for display above Ashburn Alley at Citizens Bank Park during the 2024 Major League Baseball season.
At the close of the season, the organizations will make a contribution to a local nonprofit from its co-branded charitable fund, and SEI will move the mural from Citizens Bank Park to its corporate headquarters in Oaks for display.
"The Phillies and SEI share a deep commitment to building the connections that make an impact.
We're excited to team up with SEI for this unique contest and can't wait to unveil the new mural to our fans during the 2024 season."