Asset management holding company: SEI Investments Co. (SEIC) (1968)

SEI Investments Co. (NASDAQ:SEIC) was founded in 1968 and is headquartered in Oaks, Pennsylvania, USA, with 3,186 full-time employees. It is an asset management company that provides asset management and information services.

SEI Investments Logo

SEI Investments Co. (SEIC):

  1. SEI Investments Co., through its subsidiaries, provides clients with wealth management, retirement and investment solutions, asset management, investment processing outsourcing solutions, financial services and investment consulting services.
  2. SEI Investments Co., through its subsidiaries, serves clients including: private banks, independent financial advisors, institutional investors, investment managers, investment advisors, wealth management institutions, companies, retirement plan promoters, non-profit organizations, hedge fund managers, and registered Investment consultants, independent brokers, financial planners, life insurance agents, defined benefit plans, fixed payment plans, foundations and board designated funds.
  3. Through its subsidiaries, SEI Investments manages independent customer-centric investment portfolios.
  4. SEI Investments also initiates and manages equity, fixed income products and balanced mutual funds through subsidiaries.
  5. Through its subsidiaries, SEI Investments invests in public equity and fixed income markets.
  6. SEI Investments uses fundamental and quantitative analysis, focusing on top-down and bottom-up analysis, and invests through its subsidiaries.

SEI Investments Co. (SEIC) History:

  • In 1968, the company’s current chairman and CEO Alfred P. West, Jr. founded the company;
  • In the 1970s, SEI developed an automated trust and investment accounting system for the bank trust department;
  • On March 25, 1981, SEI’s initial public offering (IPO) on Nasdaq;
  • In the 1980s, SEI combined modern portfolio theory with a comprehensive asset allocation model;
  • In the 1990s, SEI launched a wealth management operation platform for independent expense advisors;
  • In the 1990s, SEI provided Manager-of-Managers investment programs to institutional and individual investors in the United States, Canada, Europe, South Africa and Asia;
  • In the 21st century, SEI successively launched:

    1. Pension management solutions-combining pension decision-making with corporate financing goals;
    2. Total Operational Outsourcing (Total Operational Outsourcing)-a comprehensive platform for investment managers, providing processing for all types of investment;
    3. Customer-oriented investment strategies;
    4. The SEI Wealth Platform.
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