Date Published: January 14, 2016
Summary Power Point Deck: 26 Slides
Reference Power Point Deck: 436 Slides
SEI Investments was founded by Douglas McNair & Al West as Simulated Environments Incorporated in 1968. It is based in Oaks, PA, operates in twelve countries, has 21 offices, 2,824 employees, 7,000 institutional clients, 1.2 million accounts, $428 billion assets under management & administration, generates $1.4 billion revenues, and earns $260 million. SEI Investments is a public company traded on the NASDAQ as SEIC and led by its CEO Al West. Its web sites can be found at www.seic.com, www.seiglobal.com, www.seiadvisornetwork.com, www.lsvasset.com, & www.portfolioaccess.com.
SEI Investments' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
- Trust Accounting System Phase
- Institutional Consulting Phase
- Business Evolution Phase
- Troubled Investment Advisor Business Phase
- Successful Technology & Investment Management Phase
Its profile includes the key statistics of the firm, including its number of countries, offices, employees, institutional clients, accounts, net new accounts, assets under management & administration, net new assets under management & administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses, including:
- Private Banking & Trust
- Investment Advisors
- Money Managers
- New Businesses
- Asset Management
And its profile concludes with the highlights of its organizational structure & ownership.