Press Release Archive
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- 11 March 2010
- SEI’s PensionConnect 360® Completes Its 1,000th Pension Plan Analysis
- SEI today announced record sales growth in its corporate defined benefit business over a five year period. [... More]
- 22 February 2010
- SEI Wins Two Lipper Fund Awards
- SEI announced today that two of its funds: the SEI Canadian Equity Fund and the SEI Emerging Markets Equity Fund, were awarded 2010 Canadian Lipper Fund Awards for outstanding performance excellence. [... More]
- 11 February 2010
- SEI Quick Poll: Pension Sponsors Say Controlling Volatility, Improving Funded Status Top Priorities
- An SEI Quick Poll released today shows that pension plan sponsors say their number one priority for 2010 is finding a way to control funded status volatility. [... More]
- 27 January 2010
- SEI Reports Fourth-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for fourth-quarter 2009, reporting increases in revenues and net income attributable to SEI, and diluted earnings per share compared to fourth-quarter 2008. [... More]
- 21 January 2010
- SEI To Announce Fourth-Quarter Earnings On Wednesday, January 27, 2010
- SEI Investments Company announced today that it intends to release fourth-quarter earnings on Wednesday, Jan. 27, 2010, before the markets open. [... More]
- 06 January 2010
- SEI Poll: Nonprofit Investment Committees Aim To Address Liquidity Needs And Fiduciary Roles In 2010
- An SEI Quick Poll released today shows that nonprofit foundations and endowments are concerned about liquidity, defining fiduciary roles, and protecting against potential inflation as they head into 2010. [... More]
- 17 December 2009
- Prins Bernhard Cultuurfonds Selects SEI As Fiduciary Manager
- Prins Bernhard Cultuurfonds (Cultuurfonds), a well known charitable foundation dedicated to supporting culture, heritage, and nature conservation in the Netherlands, and SEI, the leading global provider of Fiduciary Management, announced today that SEI has been appointed as Fiduciary Manager. [... More]
- 16 December 2009
- SEI Releases 2010 Update Of FAS 87 Disclosure Assumption Research For Pension Plan Sponsors
- According to an annual research study on Financial Accounting Standards No. 87 (FAS 87) released today by SEI, capital market and interest-rate volatility persisting throughout 2009 create a challenging environment for plan sponsors selecting Discount Rates and Return On Asset (ROA) assumptions for 2010. [... More]
- 16 December 2009
- SEI Targets Growth In Canada
- SEI today affirmed its strategic commitment to grow its Canadian operations with the appointment of five new team members to the Canadian Private Banks segment. [... More]
- 15 December 2009
- SEI Declares $.09 Per Share Dividend And Increase In Stock Repurchase Program
- The Board of Directors of SEI Investments Company today declared a dividend of $.09 (nine cents) per share. [... More]
- 30 November 2009
- Oh Canada! SEI Launches Canadian Focused Portfolios
- SEI today announced the launch of two new SEI Portfolios which will invest primarily in Canadian stocks and bonds with limited foreign investment. [... More]
- 18 November 2009
- SEI Global Poll: 3rd Annual Liability Driven Investing Poll Finds A Significant Increase In Adoption
- An SEI Global Quick Poll released today shows that the number of pension plans adopting liability driven investing strategies (LDI) has nearly tripled over the past three years. [... More]
- 12 November 2009
- SEI Appoints Head Of Canadian Institutional Sales
- SEI today announced it has appointed Michael Chwalka as Head of Institutional Sales for SEI Investments Canada. [... More]
- 29 October 2009
- SEI Defined Benefit Client Wins Top Treasury Award
- SEI today announced that one of the company’s institutional clients – Diakon Lutheran Social Ministries – was recognized with an Alexander Hamilton Award at the 14th annual awards ceremony last night in New York City. [... More]
- 28 October 2009
- SEI Named To Deloitte's 2009 Greater Philadelphia Fast 50
- SEI today announced that it has been named to the 2009 Greater Philadelphia Fast 50, Deloitte’s ranking of the 50 fastest growing technology, life sciences, and cleantech companies in the Greater Philadelphia Region. [... More]
- 21 October 2009
- SEI Reports Third-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for third quarter 2009, reporting decreases in revenues and increases in net income attributable to SEI and diluted earnings per share compared to third quarter 2008. [... More]
- 15 October 2009
- SEI To Announce Third-Quarter Earnings On Wednesday, October 21, 2009
- SEI Investments Company announced today that it intends to release third-quarter earnings on Wednesday, October 21, 2009, before the markets open. [... More]
- 14 October 2009
- SEI Defined Benefit Client Recognized With Leading Plan Design Award
- SEI today announced that one of the company’s institutional clients – Meda Pharmaceuticals – was recognized with the “Solutions Superstar” award by EmployersWeb. [... More]
- 25 August 2009
- SEI Global Poll: Companies Taking Back Control Of Pension Finances In Wake Of Market Volatility
- An SEI Global Quick Poll released today shows that as companies attempt to regain control of pension finances there is a paradigm shift in the focus of resources. [... More]
- 10 August 2009
- Leading Fiduciary Manager SEI Appointed By East Of England Co-operative Pension Schemes
- SEI, the leading global provider of Fiduciary Management, has announced their appointment to the East of England Co-operative Society’s two defined benefit pension schemes representing £78m of assets. [... More]
- 22 July 2009
- SEI Reports Second-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for second-quarter 2009, reporting decreases in revenues, net income attributable to SEI, and diluted earnings per share compared to second-quarter 2008. [... More]
- 16 July 2009
- SEI Will Discuss Second-Quarter Earnings on Wednesday, July 22, 2009 at 2:00 p.m. EDT
- The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents. [... More]
- 14 July 2009
- SEI Appointed As Fiduciary Manager For Jotun Paints Pension Scheme
- SEI, the leading global provider of Fiduciary Management, today announced that it has been appointed as Fiduciary Manager to the £14m Jotun Paints (Europe) Limited Pension Scheme. [... More]
- 28 May 2009
- SEI To Hold Investor Conference
- SEI Investments Company will present a live webcast of its annual Investor Conference on Wednesday, June 3, 2009, 8:30 a.m. to approximately 1:00 p.m. (ET). [... More]
- 21 May 2009
- SEI Declares $.08 Per Share Dividend
- The Board of Directors of SEI Investments Company (NASDAQ:SEIC) today declared a dividend of $.08 (eight cents) per share. [... More]
- 12 May 2009
- SEI and Tenon Form a Strategic Partnership to Embrace Innovative Wealth Management Model
- With this new relationship, Tenon has made the strategic decision to transform the business model of its financial services division, enhance its existing advisory business and support a discretionary management offering. [... More]
- 30 April 2009
- SEI Launches Solution Aimed at New UK IWA Business Model
- SEI has announced the launch of a new range of services in the UK, enabled by SEI’s Global Wealth Platform, and developed specifically for a new business model in the wealth management industry. [... More]
- 23 April 2009
- SEI Reports First-Quarter 2009 Financial Results
- SEI Investments Company today announced financial results for first-quarter 2009, reporting decreases in revenues, net income and earnings per share compared to first-quarter 2008. [... More]
- 17 April 2009
- SEI Will Discuss First-Quarter Earnings On Thursday, April 23, 2009 at 2:00 PM ET
- SEI, a leading global provider of outsourced asset management, investment processing and investment operations solutions, will conduct a conference call to review first-quarter earnings on Thursday, April 23, 2009 beginning at 2:00 PM ET. [... More]
- 14 April 2009
- SEI Chosen By Coast Capital Savings To Provide Investment Management Services
- SEI announced today that it has been selected by Coast Capital Savings, Canada's second largest credit union, to provide investment management services for their new investment offering. [... More]
- 14 April 2009
- SEI Expands Relationship With Geni Capital to Service Middle Eastern Product Offering
- SEI today announced that it will be expanding its outsourcing services for Geni Capital LLP ("Geni") to support Geni's partnership with AREIT Management Limited and the newly launched Geni GCC Commercial Real Estate Opportunities Fund. [... More]
- 16 March 2009
- $33 Million (£24 Million) Habitat UK Pension and Life Assurance Plan Appoints SEI For Fiduciary Management
- SEI, one of the largest fiduciary managers in the world, today announced that it has been appointed as fiduciary manager to the $33 million (£24 million) Habitat UK Pension and Life Assurance Plan (Habitat). [... More]
- 05 March 2009
- SEI Quick Poll: Higher Education Institutions Feel Investment Portfolios Impacting Credit Ratings
- An SEI Quick Poll released today shows that nearly all (97 percent) higher education institutions polled - public and private – feel that current financial metrics have put them at risk for a credit downgrade. [... More]
- 02 March 2009
- SEI Launches New Services For Wealth Managers to Address Challenges of Efficiency and Compliance
- SEI today announced the launch of a new set of services for UK wealth managers. [... More]
- 25 February 2009
- SEI Named to Global Outsourcing 100
- SEI today announced that it has been named to the 2009 Global Outsourcing 100™ by the International Association of Outsourcing Professionals (IAOP). [... More]
- 12 February 2009
- SEI Quick Poll: Pensions Significantly Impacting Corporate Finances, Re-evaluations Underway
- An SEI Global Quick Poll released today shows that an overwhelming majority of pension sponsors are re-evaluating their investment management as pension shortfalls have begun to significantly impact the overall business. [... More]
- 04 February 2009
- SEI's Institutional Nonprofit Business Experiences Global Growth in 2008
- SEI today announced that as part of its strong 2008 institutional sales, the company’s global nonprofit business continued to expand with the addition of new nonprofit clients in four different countries. [... More]
- 02 February 2009
- SEI Achieves Record Institutional Sales Growth By Adding US$7.2 Billion In New Institutional Assets In 2008
- SEI today announced the company achieved record institutional sales growth in 2008 receiving commitments for $7.2 billion in new global institutional assets from 35 new clients. [... More]
- 29 January 2009
- SEI Reports Fourth-Quarter Revenues of $268.4 million, Net Income of $9.6 million
- SEI Investments Company today announced financial results for fourth-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to fourth-quarter 2007. [... More]
- 26 January 2009
- SEI and Greenwich Associates Survey: Hedge Fund Managers Should Expect Greater Scrutiny and Transparency Demands From Institutional Investors
- Hedge funds fulfilling performance expectations and embracing transparency will be those that retain and capture assets, according to a global survey report released today by SEI and Greenwich Associates. [... More]
- 26 January 2009
- Commercial Bank of Kuwait Partners with SEI for Global Investment Management Solutions
- The Commercial Bank of Kuwait’s (CBK) newly formed Tijari Private Bank (TPB) announced a strategic partnership with SEI. [... More]
- 23 January 2009
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 29, 2009 at 2:00 PM ET
- SEI (Nasdaq: SEIC) will conduct a conference call to review fourth-quarter earnings on Thursday, January 29, 2009 beginning at 2:00 PM ET. [... More]
- 15 January 2009
- SEI Selected By Montag and Caldwell To Provide Outsourcing Services For New UCITS Fund
- SEI today announced that it has been selected by US-based equity manager Montag & Caldwell to provide outsourcing services for the firm’s newly formed UCITS (Undertakings for Collective Investment in Transferable Securities) fund. [... More]
- 07 January 2009
- SEI Quick Poll: Advisor Resolutions Fixed on Growth, Not Just Survival, in 2009
Independent advisors remain positive about the potential for success in the coming year despite a challenging 2008, according to the most recent Quick Poll released by SEI.
[... More]
- 18 December 2008
- SEI Releases 2009 Update of FAS 87 Disclosure Assumption Research for Pension Plan Sponsors
Despite current market conditions and returns for 2008, plan sponsors should not drastically adjust Return On Asset (ROA) assumptions for 2009, according to SEI's 2009 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
[... More]
- 16 December 2008
- SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
[... More]
- 15 December 2008
- SEI Quick Poll: Nonprofits Increase Interest in Global Investing Strategies
While nonprofit organizations are increasingly using global investment strategies, resource and execution challenges continue to make it difficult for investment committees to fully realize the advantage of the approach, according to a Quick Poll released today by SEI.
[... More]
- 04 December 2008
- SEI Survey: Optimistic Expectations for Exchange Traded Products Despite Market Volatility
- While Exchange Traded Products (ETPs) have experienced unprecedented growth over the past decade, there appears to be more growth on the horizon. [... More]
- 19 November 2008
- SEI Launches South Africa's First Offshore Multi Manager Shari’ah Funds for Institutional and Retail Investors
SEI has become the first global investment management firm to launch an offshore range of Shari’ah compliant (compliant with Islamic Law) investment funds for South African institutional and retail investors.
[... More]
- 07 November 2008
- SEI Quick Poll: Bank Wealth Managers Say Obama Administration Likely to Impact Clients' Finances
- According to a new Quick Poll conducted by SEI the day after Barack Obama's historic election to the Presidency, bank wealth managers say they expect their clients to be impacted by the incoming administration. [... More]
- 23 October 2008
- SEI Named One of the Best Places to Work by Philadelphia Business Journal
- SEI announced today it has been named one of the Best Places to Work by the Philadelphia Business Journal. [... More]
- 22 October 2008
- SEI Reports Third-Quarter Revenues Down 10%, Net Income Down 53%
SEI Investments Company announced financial results for third-quarter 2008, reporting decreases in revenues, net income and earnings per share compared to third-quarter 2007.
[... More]
- 16 October 2008
- SEI Will Discuss Third-Quarter Earnings On Wednesday, October 22, 2008 at 2:00 PM ET
SEI will conduct a conference call to review third-quarter earnings on Wednesday, October 22, 2008 beginning at 2:00 PM ET.
[... More]
- 23 September 2008
- SEI Advisor Network Makes Statement with Launch of Goals-Based Client Reporting System
SEI announced the launch of the SEI Statement and Reporting Platform, distributing new reports to the clients of more than 1,000 of its independent financial advisor clients.
[... More]
- 09 September 2008
- SEI Chosen by Nicholas Investment Partners to Provide Turnkey Total Operations Outsourcing
Nicholas-Applegate founders leverage SEI's infrastructure to jumpstart new venture.
[... More]
- 08 September 2008
- SEI Partners with ANB Invest, a Subsidiary of Arab National Bank, for Global Investment Management Solutions
- SEI announced its strategic partnership with ANB Invest, a subsidiary of Arab National Bank, to deliver comprehensive investment management solutions to investors within Saudi Arabia. [... More]
- 28 August 2008
- SEI Global Quick Poll: Adoption of Liability Driven Investing (LDI) Strategies Doubles in Past Year
An SEI Global Quick Poll released today shows that liability driven investing (LDI) strategies are gaining significant traction in the pension space, as the number of plans implementing these strategies doubled between 2007 and 2008.
[... More]
- 06 August 2008
- SEI Advisor Quick Poll Reveals Opportunities, Demand for Ongoing Tax Management
- An SEI poll released today revealed that while tax management is a major concern for both investment advisors and their clients, the industry is divided on how to optimize it. [... More]
- 30 July 2008
- SEI Selected by Frost Investment Advisors to Provide Investment Operations Outsourcing
SEI announced that it has been selected by Frost Investment Advisors to provide full service fund operations outsourcing for its $1.7 billion mutual fund offering.
[... More]
- 29 July 2008
- SEI Quick Poll: Bank Wealth Managers Say Clients Are Confused About Goals
Wealthy clients planning for retirement don't know what they want or how much they need, according to a new Quick Poll conducted by SEI.
[... More]
- 28 July 2008
- SEI Expands Offering for Institutional Investors with Introduction of World-Screened Funds
SEI announced a broadening of its institutional investment solutions with the launch of the SEI Screened World Equity Ex-U.S. Fund.
[... More]
- 28 July 2008
- SEI Announces Outsourcing Contract Renewal With CNI Charter Funds
SEI announced that CNI Charter Funds has renewed its contract with the company.
[... More]
- 18 July 2008
- SEI Will Discuss Second-Quarter Earnings On Wednesday, July 23, 2008 at 2:00 PM ET
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 23, 2008 beginning at 2:00 PM ET.
[... More]
- 10 July 2008
- SEI Launches Suite of Target-Date Portfolios for Defined Contribution Plans
SEI today announced the launch of a suite of target-date portfolios for defined contribution (DC) plan sponsors.
[... More]
- 01 July 2008
- SEI Named One of Computerworld's Best Places to Work
SEI announced today it has been named one of the Best Places to Work in Information Technology (IT) by IDG's Computerworld, a leading source of technology news and information.
[... More]
- 23 June 2008
- SEI Says Asia Will Benefit from Shift to Advice-Centric Business Model
- At a presentation during the Fourth Annual Private Banking Asia 2008 Conference held recently in Singapore, SEI highlighted the fact that wealth management organizations in Asia are facing tremendous opportunities as the industry shifts from a product-oriented to advice-centric business model. [... More]
- 12 June 2008
- SEI Quick Poll: Advisors Won't Make Knee-Jerk Reactions to Client Portfolios in Tough Markets
- Although studies report investor confidence is down, SEI announced today that a survey of some of its most successful advisor clients revealed that most advisors will resist client urges to move assets. [... More]
- 10 June 2008
- SEI Publishes White Paper 'The Transformation of Wealth Management' -- Part 1
According to the latest white paper from SEI, current market dynamics present wealth management organizations with several challenges to growing revenues, minimizing costs and optimizing capital allocations.
[... More]
- 03 June 2008
- SEI Global Quick Poll: Canadian Plan Sponsors Willing to Trade Higher Returns for Less Volatility
An SEI Global Quick Poll released today reveals that risk avoidance and volatility are the top priorities for plan sponsors in the wake of the credit crisis and the ongoing turbulence in the capital markets.
[... More]
- 30 May 2008
- SEI to Hold Investor Conference
SEI Investments Company will hold a live webcast of its annual Investor Conference on Wednesday, June 4, 2008, 8:30 AM to approximately 1:00 PM (ET).
[... More]
- 29 May 2008
- SEI Adds $4.1 Billion in New Institutional Assets
SEI announced strong global institutional sales resulting in over $4.1 billion in new institutional assets under management and commitments from 16 new institutional clients through April.
[... More]
- 20 May 2008
- SEI Declares $.08 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.08 (eight cents) per share.
[... More]
- 19 May 2008
- SEI Selected by Riverfront Investment Group to Provide SMA Outsourcing Solution
- SEI announced that it has been selected by the recently-established Riverfront Investment Group, LLC to provide operations outsourcing services for the firm's separate account business. [... More]
- 15 May 2008
- SEI Issues 'War For Talent' White Paper to Bank Wealth Managers
Quick poll series shows compensation not only factor in attracting talent.
[... More]
- 14 May 2008
- SEI White Paper: Collective Trust Product a 'Must' for Asset Managers in 401(K) Market
Collective investment trusts (CITs) are rapidly penetrating the defined-contribution retirement market and represent a "major business opportunity" for asset managers who can meet the requirements of this investment vehicle, concludes a white paper released by SEI.
[... More]
- 22 April 2008
- SEI Investments Announces Increase in Stock Repurchase Program
- SEI Investments Company announced that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million. [... More]
- 22 April 2008
- SEI Reports First-Quarter 2008 Results
- SEI Investments Company announced financial results for first-quarter 2008, reporting increases in revenues, and decreases in net income and earnings per share compared to first-quarter 2007. [... More]
- 17 April 2008
- SEI Will Discuss First-Quarter Earnings on Wednesday, April 23, 2008 at 10:00 AM EDT
- SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 23, 2008 beginning at 10:00 AM EDT. [... More]
- 15 April 2008
- SEI Launches Enhanced Integrated Managed Accounts Solution to the U.S. Bank Market
SEI announced that its Private Banking segment has introduced an enhanced integrated managed account solution to the U.S. banking market in response to emerging client needs and an industry moving towards integrated solutions.
[... More]
- 14 April 2008
- SEI Selected by Silver Creek Capital Management to Provide Fund Operations Outsourcing
SEI announced that it has been selected by Silver Creek Capital Management to provide operations outsourcing services for the firm's alternative investment funds.
[... More]
- 07 April 2008
- SEI Announces Distribution Agreement in Mainland China
SEI announced its initial expansion into mainland China through the establishment of an investment advisory agreement with its first client, Yinhua Fund Management Co., Limited (Yinhua) in Beijing, China.
[... More]
- 25 March 2008
- SEI Advisor Resource Center Opens for Business
SEI launches initiative to give advisors access to essential industry marketing materials and resources.
[... More]
- 13 March 2008
- SEI Quick Poll: Endowments Not Responding to Spending Pressures
While some colleges and universities face growing pressure to spend more of their endowment dollars, very few plan to actually change their spending patterns in the upcoming year according to a Quick Poll released by SEI.
[... More]
- 03 March 2008
- SEI Launches in the Middle East
Investors around the Middle East may now have access to the expertise offered by SEI following the opening of its office in the Dubai International Financial Centre (DIFC).
[... More]
- 28 February 2008
- 2007 Recap: SEI Adds 64 New Global Institutional Clients and $7 Billion in Assets
SEI announced strong 2007 global institutional sales resulting in commitments from 64 new institutional clients and $7 billion in new global institutional assets under management.
[... More]
- 13 February 2008
- SEI Launches Cash Management Solution for Advisors
SEI announced the launch of the SEI Cash Access Account, an integrated banking, lending and bill payment solution advisors can offer to their clients.
[... More]
- 11 February 2008
- SEI White Paper: Maturing Hedge Fund Industry Must Shift Gears to Grow Institutional Business
As hedge funds increasingly look to the institutional market for asset growth, they must equip themselves to fit the high expectations and conservative attitudes characterizing institutional investors, concludes a white paper released today by SEI.
[... More]
- 04 February 2008
- 2007 Recap: SEI Adds $680 Million in New Nonprofit Assets
SEI announced that as part of its strong 2007 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $680 million in new foundation and endowment assets under management.
[... More]
- 01 February 2008
- SEI to Provide Global Wealth Services for San Antonio-Based Frost
SEI announced that it will transition Frost, a subsidiary of Cullen/Frost Bankers, Inc., (NYSE: CFR) to SEI's innovative Global Wealth Services solution.
[... More]
- 31 January 2008
- SEI Reports 2007 Results
SEI announced financial results for 2007, reporting increases in revenues, net income and earnings per share compared to 2006.
[... More]
- 25 January 2008
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, January 31, 2008 at 2:00 PM ET
The public is invited to listen to the call at www.seic.com (Investor Information section) or at www.earnings.com, a service of Thomson StreetEvents.
[... More]
- 24 January 2008
- SEI Selected by Turner Investment Partners to Provide SMA Outsourcing Solution
SEI announced that it has been selected by Turner Investment Partners to provide operations outsourcing services for the firm's separately managed account business.
[... More]
- 23 January 2008
- SEI Selected By Graham Capital Management to Provide Operations Outsourcing for Hedge Fund Complex
SEI announced that it has been selected by Graham Capital Management, L.P. to provide operations outsourcing services for the firm's multi-billion dollar, multi-strategy hedge fund complex, which includes hedge funds, managed accounts and proprietary vehicles.
[... More]
- 22 January 2008
- SEI Introduces Private Client Models to Banking Market
In reaction to emerging client asset management needs, SEI's Private Client Models will provide a new type of asset-allocation model that integrates the principles of behavioral finance into the traditional modern portfolio asset allocation mix.
[... More]
- 19 December 2007
- SEI Releases 2008 Update of FAS 87 Disclosure Assumptions Research for Pension Plan Sponsors
Next year will require the implementation of compliance changes, new funding rules and continued accounting scrutiny, resulting in the need for plan sponsors to more diligently select discount rates and expected return on asset (ROA) assumptions, according to SEI's 2008 update of an annual research study on Financial Accounting Standards No. 87 (FAS 87).
[... More]
- 14 December 2007
- SEI to Advisors: 2008 Is the Year to Communicate
With the holiday season upon us, being disciplined at work gets tougher every day. SEI, however, says now is the time for advisors to buckle down and focus on strengthening their businesses.
[... More]
- 10 December 2007
- SEI Declares $.07 Per Share Dividend
The Board of Directors of SEI Investments Company today declared a dividend of $.07 (seven cents) per share.
[... More]
- 05 December 2007
- SEI Launches Interactive Proposal System to Make Advisor Business Growth Easier
SEI today announced the launch of its Proposal System, a robust solution that advisors can use to build proposals for prospective clients. The tool enables advisors to choose from proprietary SEI investment models based on the needs of each prospective client.
[... More]
- 04 December 2007
- SEI Quick Poll: Relationship Managers Say Compensation Matters, But Isn't Everything
According to a new Quick Poll from SEI, Relationship Managers are more strongly motivated to stay at their current job based on their employer's culture versus their compensation.
[... More]
- 29 November 2007
- SEI to Provide Wealth Processing and Operational Services for Massachusetts- Based Rockland Trust
SEI announced today that it has extended its multi-year agreement with Rockland Trust to assume operational responsibility for trust accounting, processing and other operational functions.
[... More]
- 27 November 2007
- SEI Selected by Johnson Bank of Wisconsin for Wealth Management Services
SEI announced today that Johnson Bank has renewed its multi-year agreement with the company and as part of the agreement, SEI will continue to have operational responsibility for trust accounting and processing and other operational functions to the bank.
[... More]
- 12 November 2007
- SEI Private Banking Holds Inaugural U.S. Asset Management Advisory Council Meeting
SEI recently concluded the inaugural meeting of its U.S. Asset Management Advisory Council, which was held October 2 - 3 at SEI's global headquarters in Oaks, Pa.
[... More]
- 09 November 2007
- SEI Will Discuss Third-Quarter 10Q on Monday, November 12, 2007 at 9:00 AM ET
SEI will conduct a conference call to review its third-quarter Form 10Q filing on Monday, November 12, 2007 beginning at 9:00 AM ET.
[... More]
- 06 November 2007
- SEI Defined Benefit Client Recognized With Top Treasury Award
SEI today announced that one of the company's institutional clients -- SAP America, Inc. -- was recognized with an Alexander Hamilton Award at the 12th annual awards ceremony last night in New York City.
[... More]
- 05 November 2007
- SEI Launches Distribution-Focused Strategies for Advisors to Fill Retirement Income Gap
- SEI today announced the launch of Distribution-Focused Strategies (DFS), a turnkey investment solution that enables advisors to provide clients with predictable, consistent distribution levels for retirement. [... More]
- 01 November 2007
- SEI Quick Poll: Nonprofits Want Increased Investments in Illiquid Classes, Challenged by Implementation
A Quick Poll released today by SEI reveals that while a growing number of nonprofits identify investing in illiquid asset classes as a priority, challenges remain around reaching desired allocation levels.
[... More]
- 29 October 2007
- SEI Exceeds $100 Billion in Alternative Assets Under Administration
SEI today announced that it reached a major milestone by exceeding the $100 billion mark in alternative investment assets under administration.
[... More]
- 25 October 2007
- SEI Reports Third-Quarter 2007 Results
SEI Investments Company today announced financial results for third-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
[... More]
- 23 October 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $100 million.
[... More]
- 23 October 2007
- SEI Will Discuss Third-Quarter Earnings On Thursday, October 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review third-quarter earnings on Thursday, October 25, 2007 beginning at 2:00 PM EDT.
[... More]
- 22 October 2007
- SEI Launches Innovative New Funds Providing UK Defined Contribution (DC) Schemes With Improved Asset Allocation
SEI today unveiled the SEI Asset Allocation funds, a new DC fund range designed to make it easier for UK DC investors to make investment choices whilst being able to match their retirement goals and risk preferences.
[... More]
- 18 October 2007
- SEI Recommends Systematic Approach to Compliance Risk Assessment and Testing
According to an SEI white paper released today, improving compliance risk assessment and program testing should be top priorities for Chief Compliance Officers (CCOs).
[... More]
- 09 October 2007
- SEI Cautions That SEC Is Raising Expectations for Compliance Programs
According to an SEI white paper released today, funds and investment advisers should be prepared for the SEC to raise the bar for compliance programs.
[... More]
- 08 October 2007
- SEI Private Banking Holds Asset Management Symposium for Bank Wealth Managers
SEI convened a U.S. Asset Management Symposium September 26 - 27 in Washington, D.C. for bank wealth managers.
[... More]
- 19 September 2007
- SEI Quick Poll: Healthcare Organizations Cite Investment Volatility and Expense as Drivers of Pension Decisions
- An SEI Quick Poll released today shows that in response to continued investment and expense volatility, healthcare organizations are in the process of making significant changes to their defined benefit (DB) plans. [... More]
- 19 September 2007
- SEI Advises Money Managers to Move Beyond Traditional Product-Centric View
According to an SEI white paper released today, money managers must shed an outdated "dueling products" mindset and adapt to an era in which investors, intermediaries, and distribution channels dictate product packaging.
[... More]
- 17 September 2007
- SEI Chosen by Eudaimonia Asset Management to Provide Turnkey Total Operations Outsourcing
SEI announced that it has been selected by Eudaimonia Asset Management to provide a turnkey outsourcing solution for their institutional separate accounts.
[... More]
- 11 September 2007
- SEI Partners with Aon to Offer E & O Insurance to Advisors
SEI today announced it has formed a strategic alliance with Aon's Affinity Insurance Services, Inc. (Affinity) to offer Errors & Omissions (E & O) Insurance to participants in its advisory market.
[... More]
- 22 August 2007
- SEI Announces Oak Associates Contract Renewal
SEI today announced that Oak Associates Ltd. has extended SEI's contract to provide fund accounting, administration and marketing support for the Oak Associates Funds.
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- 09 August 2007
- SEI Adds $450 Million in Nonprofit Institutional Assets in First Half of Year
- SEI today announced that the company received commitments from nine new nonprofit clients, adding $450 million in new foundation and endowment assets under management in the first half of 2007. [... More]
- 06 August 2007
- SEI Converts HSBC Private Bank (UK) to its Global Wealth Services Solution
SEI announced the successful launch of its Global Wealth Services solution through the conversion of its first external client, HSBC Private Bank (UK) (HSBC).
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- 01 August 2007
- SEI Quick Poll: Broker-Dealers See More Technology and Complexity in the Future
If they had an extra $100,000 to invest in their businesses, most broker-dealers would spend it on technology, reports a Quick Poll from SEI.
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- 26 July 2007
- SEI Unveils New Workflow and Document Management Tool for Private Equity Funds
SEI today announced that it has launched a new workflow and document management tool to enhance its private equity operations outsourcing services.
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- 25 July 2007
- SEI Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $75 million.
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- 25 July 2007
- SEI Reports Second-Quarter 2007 Results
SEI Investments Company today announced financial results for second-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
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- 24 July 2007
- SEI Will Discuss Second-Quarter Earnings on Wednesday, July 25, 2007 at 2:00 PM EDT
SEI will conduct a conference call to review second-quarter earnings on Wednesday, July 25, 2007 beginning at 2:00 PM EDT.
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- 16 July 2007
- SEI Joins DTCC's Managed Account Communication Service
SEI today announced that it is one of a small group of industry leaders participating in a pilot test of The Depository Trust & Clearing Corporation's (DTCC) Managed Accounts Service.
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- 12 July 2007
- SEI Private Banking Symposium: Transformation of Wealth Management Business Model Needed
SEI recently held its third annual Executive Symposium outside London.
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- 10 July 2007
- SEI Launches the First Shariah-Compliant Manager of Managers Equity Funds
SEI today announced the launch of the first dedicated Islamic Manager of Managers equity funds.
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- 20 June 2007
- SEI Adds $1.3 Billion in Healthcare Assets Under Management
- SEI today announced that it has added over $1.3 billion in new healthcare institutional assets under management and 12 new healthcare clients over the past 18 months including AtlantiCare Health System, Cooper University Hospital and St. Elizabeth Medical Center. [... More]
- 19 June 2007
- SEI Quick Poll: Bank Wealth Managers Say 'Performance' Not Biggest Differentiator
- SEI announced today results from an executive survey conducted at its recent Private Banking Asset Management Symposium. [... More]
- 11 June 2007
- SEI'S SMA Conversion Model Receives Fund Operations Efficiencies Award
SEI today announced that its conversion model for separately managed accounts (SMAs) was recognized as a winner in the SourceMedia Fund Operations Awards (Efficiencies/Streamlining category).
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- 06 June 2007
- SEI Global Quick Poll: US Implementation of Liability Driven Investing (LDI) Lags Behind Global Counterparts
An SEI Global Quick Poll released today reveals that while Liability Driven Investing (LDI) has received a lot of attention, only 20% of those pension plans polled are currently implementing LDI strategies and 33% are not even considering implementing an LDI approach.
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- 04 June 2007
- SEI To Hold Investor Conference
- SEI Investments Company will hold a live webcast of its annual Investor Conference on Thursday, June 7, 2007, 8:30 AM to 1:00 PM (EDT). [... More]
- 23 May 2007
- SEI Declares $.14 per Share Dividend and Announces Two-for-One Split on Common Stock
SEI Investments Company today announced that its Board of Directors declared a cash dividend and approved a two-for-one split on SEI common stock.
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- 23 May 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
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- 22 May 2007
- SEI Quick Poll: Pure Investment Returns Are Not the Key to Client Satisfaction
Clients want to know they're on their way to achieving their life goals, not just investment performance, says a survey conducted by SEI.
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- 17 May 2007
- SEI Quick Poll Examines Drivers in Attracting and Retaining Relationship Managers
SEI recently conducted a Private Banking Quick Poll to better understand the key drivers and impact of turnover among Relationship Managers (RMs) at wealth management organizations.
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- 15 May 2007
- SEI Quick Poll: Nonprofits Lack Strong Inflation Protected Investment Strategies Despite Stated Need
- A Quick Poll released today reveals that while virtually every nonprofit (95%) lists preservation of purchasing power as a key investing goal, less than half (47%) of those polled said their organization currently invests even 10 percent of its overall portfolio in inflation protected asset classes. [... More]
- 14 May 2007
- SEI Facilitates U.S. Bank's Aggressive Growth Strategy and Extends 25+ Year Relationship
SEI announced today that U.S. Bank has renewed its contract with SEI for its portfolio processing and accounting system.
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- 08 May 2007
- SEI Selected by Accessor Capital Management to Administer Accessor Funds
- SEI today announced that it has been selected by Accessor Capital Management to provide mutual fund administration, accounting, distribution and compliance services for the firm's Accessor Funds. [... More]
- 02 May 2007
- SEI Private Banking to Hold Asset Management Symposium For Bank Wealth Managers
SEI announced today that it will conduct its first Asset Management Symposium for bank wealth managers on May 9 and 10 at the Drake Hotel in Chicago, IL.
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- 02 May 2007
- Investment Manager Opportunities Being Shaped by Public Policy Say Experts at SEI Conference
- The asset management industry can do more to play a proactive, forward-looking role in addressing the public policies that are dramatically reshaping the investment landscape, said legal and regulatory experts speaking at the SEI 2007 Executive Conference. [... More]
- 30 April 2007
- SEI Releases Insurance Premium Payment Program to Add Depth to Advisor-Client Relationships
SEI today announced it has launched Insurance Premium Payment Program (IP3), a program for advisors that enables clients to automatically deduct payments for insurance premiums through their asset management accounts.
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- 30 April 2007
- SEI Conference: Opportunity for New Investment Products to Address Retirement Challenges
- The looming repercussions of low savings rates and the prospect of retirement shortfalls at both individual and institutional levels are challenging the asset management industry and sparking demand for a new generation of investment products, said industry experts addressing the 2007 SEI Executive Conference. [... More]
- 25 April 2007
- SEI Investments Reports First-Quarter 2007 Results
- SEI Investments Company announced financial results for first-quarter 2007, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year.
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- 23 April 2007
- SEI Launches Defined Contribution (DC) Solution for Companies in United Kingdom
- SEI today announced the launch of the SEI DC Master Trust, an innovative Trust-based defined contribution solution designed specifically for United Kingdom-based companies. [... More]
- 23 April 2007
- SEI Will Discuss First-Quarter Earnings On Wednesday, April 25, 2007 at 2:00 PM EDT
- SEI will conduct a conference call to review first-quarter earnings on Wednesday, April 25, 2007 beginning at 2:00 PM EDT.
[... More]
- 18 April 2007
- SEI Research Demonstrates How Balance Sheet Asset Pools Can Cause Risks to Credit Metrics for Healthcare Systems
Healthcare organizations using traditional risk/return asset allocation strategies to invest balance sheet assets are placing their credit ratings and overall debt capacities at significant risk according to SEI.
[... More]
- 15 March 2007
- SEI Forum Reveals Advisors Looking Internally to Manage and Cultivate Growth
- Growth is both a blessing and a curse, said advisors at a recent forum hosted by SEI. [... More]
- 15 March 2007
- SEI Investments Announces Increase in Stock Repurchase Program
SEI Investments Company announced today that its Board of Directors has approved an increase in its stock repurchase program by an additional $50 million.
[... More]
- 06 March 2007
- SEI Announces That Long Time Client AmeriServ Trust and Financial Services Company Renews Contract
- SEI announced today that AmeriServ Trust and Financial Services Company has renewed its contract with SEI for its portfolio processing and accounting system. [... More]
- 06 March 2007
- SEI Named to Global Outsourcing 100
SEI has been named to the Global Outsourcing 100 by the International Association of Outsourcing Professionals (IAOP).
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- 26 February 2007
- SEI White Paper: Continued Regulatory Scrutiny Means Firms Must Raise Their Compliance Standards
Investment managers and mutual funds cannot afford to reduce their compliance focus despite the fact that there were a relatively limited number of major new regulatory or legislative initiatives launched in the past year, according to SEI.
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- 26 February 2007
- SEI and National Compliance Services Partner to Tackle Advisors' Regulatory Needs
- As part of its dedicated effort to deepen its relationships with advisors, SEI announced it has formed a strategic alliance with National Compliance Services (NCS), a compliance and regulatory services consulting firm based in Delray Beach, Florida. [... More]
- 21 February 2007
- IAA/SEI Survey Finds Operational Complexity Is Driving Up Asset Managers' Technology Spending
Increasingly reliant on technology to operate in a complex business environment, 60% of asset management firms are planning to increase their technology spending in 2007, says a newly released survey.
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- 20 February 2007
- 2006 Recap: SEI Adds Eight New Multiemployer Plan Clients
- SEI today announced that as part of its strong 2006 global institutional sales the company received commitments from eight new multiemployer clients. [... More]
- 20 February 2007
- SEI Selected by Robeco Investment Management to Provide SMA Outsourcing Solution
- SEI today announced that it has been selected by Robeco Investment Management to provide an operations outsourcing solution for the firm's recently launched separate account business. [... More]
- 07 February 2007
- 2006 Recap: SEI Adds Nearly $1 Billion in New Nonprofit Assets
- SEI today announced that as part of its strong 2006 global institutional sales, the company received commitments from 13 new nonprofit clients, adding more than $970 million in new foundation and endowment assets under management. [... More]
- 05 February 2007
- SEI Selected By Aberdeen to Serve As Mutual Fund Operations Outsourcing Partner
SEI announced that is has been selected by Aberdeen Asset Management Inc. to provide a turnkey operations or "umbrella trust" solution for its new U.S.-focused mutual fund offering.
[... More]
- 01 February 2007
- SEI Investments Reports Fourth-Quarter 2006 Results
- SEI Investments Company announced financial results for fourth-quarter 2006, reporting increases in revenues, net income and earnings per share, compared to the corresponding period for the prior year. [... More]
- 30 January 2007
- SEI Will Discuss Fourth-Quarter Earnings on Thursday, February 1, 2007 at 2:00 PM EST
- SEI will conduct a conference call to review fourth-quarter earnings on Thursday, February 1, 2007 beginning at 2:00 PM EST. [... More]
- 30 January 2007
- 2006 Recap: SEI Adds 65 New Global Institutional Clients and $5.8 Billion in Assets
SEI announced strong 2006 global institutional sales resulting in commitments from 65 new institutional clients and over $5.8 billion in new global institutional assets under management.
[... More]
- 26 January 2007
- SEI Survey Shows Communication at Root of Advisor-Client Relationship Demise
Advisors need to communicate more clearly to avoid straining or losing client relationships, says a survey by SEI.
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- 25 January 2007
- SEI Selected By Harris Investment Management To Provide SMA Outsourcing Solution
SEI announced that it has been selected by Harris Investment Management to provide operations outsourcing services for the firm's growing separate account business.
[... More]
- 11 January 2007
- SEI Selected by Rock Ridge Advisors to Service Hedge Fund Complex
SEI announced that it has been selected by Rock Ridge Advisors to provide a suite of operational outsourcing solutions for its hedge funds.
[... More]
- 09 January 2007
- SEI Poll: Plan Sponsors Feel Resources Are Not Aligned With New Post-Reform Priorities
A Quick Poll released today by SEI reveals that almost half of the participating plan sponsors feel that the new pension rules demand attention in areas where internal resources are not currently focused.
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