SEI Investments Company

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SEI Investments Company
Industry Financial Services
Headquarters Flag of the United States.svg Oaks, Pennsylvania
Key people
Alfred West, President & CEO
Total assets $648 billion in mutual fund and pooled or separately managed assets (as of March 31, 2015)
Number of employees
Approximately 2,800 (March 2015)

SEI headquarters in Oaks, PA.

SEI Investments Company is a financial services company headquartered in Oaks, Pennsylvania, USA. The company is a global provider of investment processing, investment management, and investment operations solutions. SEI provides products and services to institutions, private banks, investment advisors, investment managers, and ultra-high-net-worth families.[1] As of March 31, 2015, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages or administers $648 billion in mutual fund and pooled or separately managed assets, including $258 billion in assets under management and $390 billion in client assets under administration.[2]

SEI was founded in 1968 by its current Chairman and CEO, Alfred P. West, Jr. (also known as Al West). Recently, Al received the distinction of Highly Commended in the Lifetime Achievement award category by Family Wealth Report (March 2014).[citation needed] In 2013, Drexel University's LeBow College of Business named Al their 59th Business Leader of the Year (March 5, 2013).[citation needed] Additionally, Tiburon Strategic Advisors recognized Al with the Tiburon CEO Summit Award (April 12, 2012).[citation needed] Al was also recognized by Strategic Insight as one of the 60 most influential "Visionaries of the Modern Era of the Mutual Fund industry" (April 2011).[citation needed]

SEI operates principal offices in Toronto, London, Dublin, The Netherlands, Hong Kong, South Africa, and Dubai.


1968 SEI created the first computer-simulated training technology for loan officers.

1970s when bank trust departments were still largely functioning as a “paper and pencil” business, SEI developed a completely automated trust and investment accounting system.

1980s SEI integrated modern investment portfolio theory with comprehensive asset allocation models.

  • In 1986 Gary P. Brinson, L. Randolph Hood, and SEI's Gilbert L. Beebower published a landmark study on investment policy titled "Determinants of Portfolio Performance," in the Financial Analysts Journal.[3]

1990s SEI launched a wealth management operating platform for independent, fee-based investment advisors, which aligned advisors’ business interests with their clients’ investment success.[citation needed]

2000s SEI delivered:

  • A pension management solution that integrates pension decisions with corporate finance objectives, enabling corporate managers to more fully address how pensions impact their company’s financial position.
  • An all-encompassing infrastructure for investment managers called Total Operational Outsourcing that provides an integrated platform for the processing of all investment types.
  • Goals-based investment strategies that enable investment advisors to link specific investment strategies to an investor’s goals, each with different time horizons and risk tolerance profiles
  • Global Wealth Services for private banks and wealth management organizations - a suite of services designed to support every facet of a global wealth management business.[4]

Products and services[edit]

Institutional Group[edit]

SEI is a Fiduciary Manager. Clients include retirement scheme sponsors, corporations, and not-for-profit organizations in the US, Canada, the United Kingdom, the Netherlands, Hong Kong, and South Africa.

SEI Master Trust was launched as one of the first multi-employer pension schemes in the UK on a commercial basis. This allowed UK defined contribution investors to save for retirement with oversight from independent trustees [5]

SEI Advisor Network[edit]

SEI offers wealth management platforms to independent financial advisors, including end-to-end solutions for practice management, investment management, and investment processing. Clients include registered investment advisors, independent broker-dealers, financial planners, and life insurance agents located throughout the United States, and independent financial advisors in Canada and the United Kingdom.

Investment Manager Services[edit]

SEI offers asset administration and investment processing outsourcing solutions for mutual funds, hedge funds, private equity funds, exchange-traded funds, collective trusts, and separately managed account programs. Clients include investment managers, banks, and investment companies located in the United States; and alternative investment managers worldwide.

Private Banks[edit]

SEI offers institutional and private client wealth management solutions to private banks, trust institutions, and wealth management organizations. SEI supports business development, investment processing, and infrastructure operation. Clients include banks and institutions in the United States, Canada, Europe, the Middle East, and Asia.

Private Wealth Management[edit]

SEI offers wealth management solutions—including advice, goal-based investment strategies and financial services—to high-net-worth investors and their families in the United States.


SEI’s campus is located on 90 acres (360,000 m2) and is 25 miles (40 km) outside center city Philadelphia. SEI’s corporate culture values transparency and has removed most physical boundaries to further this.[6] SEI’s office is an open environment with no private offices or executive break rooms. The furniture is on wheels to allow employees to rearrange their space according to their work needs. Spiraling cables, called “pythons,” provide power and mobility to each work station.[7] The goal in structuring SEI this way was to give employees a clear line of sight to management and to make a clear statement to all employees about the importance of collaboration and transparency.[8] In addition, SEI’s offices (U.S. and global) are home to artwork from The West Collection. Aside from decorating the space, the artwork is there to foster discussion and creativity.[9] The collection currently has 3,200 works of art and is funded by the West family.

External links[edit]


  1. ^ SEI Homepage
  2. ^ "SEI 1Q Earnings." SEI. March 31, 2015
  3. ^ "Determinants of Portfolio Performance." Financial Analysts Journal. Vol. 42 (1986): 39-44.
  4. ^ "SEI 2008 Annual Report."
  5. ^
  6. ^ Brubaker, Harold. “Success Through Change.” The Philadelphia Inquirer. Business Section. January 28, 2008.
  7. ^ Taylor, William C., and Polly LaBarre. Mavericks at Work: Why the Most Original Minds in Business Win. New York: William Morrow, 2006. Pg 235-243.
  8. ^ Kirsner, Scott. “Total Teamwork – SEI Investments.” Fast Company. December 18, 2007. [1]
  9. ^ Fallon, Roberta. “The Halls Are Alive.” The Philadelphia Inquirer. August 4, 2002. [2]