SEI Investments Company

SEI Investments Company

Type	Public
Traded as	NASDAQ: SEIC
Industry	Financial Services
Headquarters	Oaks, Pennsylvania
Key people	Alfred West, Chairman & CEO
Total assets	$751 billion in mutual fund and pooled or separately managed assets (as of September 30, 2016)
Number of employees	Approximately 2,900 (September 2016)
Website	www.seic.com Facebook

SEI headquarters in Oaks, PA.

SEI Investments Company (NASDAQ:SEIC) is a financial services company headquartered in Oaks, Pennsylvania, United States. SEI is a global provider of investment processing, investment management, and investment operations solutions. SEI provides products and services to corporations, financial institutions, financial advisors, and ultra-high-wealth individuals.^[1] As of September 30, 2016, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $751 billion in mutual fund and pooled or separately managed assets, including $281 billion in assets under management and $470 billion in client assets under administration.^[2]

SEI’s campus is located on 90 acres (360,000 m²) outside Center City, Philadelphia. SEI operates principal offices in Toronto, London, Dublin, The Netherlands, Hong Kong, South Africa, and Dubai.

History

SEI was founded as Simulated Environments Inc. in 1968 by its current Chairman and CEO, Alfred P. West, Jr. (also known as Al West). West created the first computer-simulated training technology for loan officers.

The 1970s

• SEI developed an automated trust and investment accounting system for bank trust departments.

The 1980s

• SEI made its initial public offering on March 25, 1981 on NASDAQ.
• SEI integrated modern portfolio theory with comprehensive asset allocation models.

The 1990s

• SEI launched a wealth management operating platform for independent, fee-based advisors.
• SEI offered Manager-of-Managers investment programs to institutional and individual investors in the United States, Canada, Europe, South Africa, and Asia.

The 2000s
SEI introduced:

• A pension management solution that integrates pension decisions with corporate finance objectives.
• Total Operational Outsourcing, an integrated platform for investment managers that provides processing of all investment types.
• Goals-based investment strategies for clients.
• The SEI Wealth Platform.^[3]

References

1. "SEI - Home - US". SEI.
2. "SEI - SEI Reports Third-Quarter 2016 Financial Results - US". SEI.
3. "SEI - SEI Wealth Platform".