SEI Asset Allocation Trust Moderate Strategy Fund Class I · NASDAQ:SMSIX
SEI Asset Allocation Trust Moderate Strategy Fund Class I — SEI Investments Company — Investor Presentation (2023)
18 slides from SEI Asset Allocation Trust Moderate Strategy Fund Class I's investor presentation, Nov 9, 2023
Slide 1: SEI Investments Company (NASDAQ:SEIC) Investor Presentation, Q3 2023
SEI Investments Company (NASDAQ:SEIC) Investor Presentation, Q3 2023
Slide 2: What we do. We deliver technology and investment solutions
What we do. We deliver technology and investment solutions that connect the financial services industry. Technology & Operations Asset Management Helping clients take control and Helping investors achieve goals and reshape their businesses make confident decisions Enterprise platform solutions for I
Slide 3: What we do. Help clients tackle business transformation
What we do. Help clients tackle business transformation. We work with our clients to address the entirety of business transformation—from digitization to change management to data security. Digitization. Change management. Data and security. • Stay ahead of ever-evolving • Enable data sharing and wo
Slide 4: What we do. Operate on a global scale
What we do. Operate on a global scale. We expand our addressable markets, providing our capabilities globally. 2022 Global Capabilities United States Canada Europe Asia South Africa Revenues. Wealth & investment UNITED STATES management technology & operations 82% High-net-worth asset management Ins
Slide 5: How we do it. Apply a proven business model
How we do it. Apply a proven business model. We turn challenges into opportunities, meaningfully engage clients and employees, drive mutual growth, and leverage our financial strength. Turn challenges into Engage clients and Drive mutual growth Leverage financial opportunities employees strength • A
Slide 6: How we do it. Pursue strategic acquisitions
How we do it. Pursue strategic acquisitions. Strategic acquisitions help us enhance capabilities, expand markets, and create new business opportunities. These investments also expand our talent pool and deepen our technology and asset management expertise. 2018 2021 2021 Huntington Novus Finomial Da
Slide 7: How we do it. Leverage our reach
How we do it. Leverage our reach. Suppliers & Service Wealth & Investment Firms Managers Banks Technology Firms Wealth Managers Application Developers With relationships across the Investment Advisors Data Services Firms financial services industry, we’re uniquely positioned to Investment Managers C
Slide 8: Where we're going. Capitalize on market trends
Where we’re going. Capitalize on market trends. 1. 2. 3. 4. 5. Outsourcing to Alternative assets. Cyber and data. Talent. RIAs and accelerate growth. intermediary growth. © 2023, SEI. 8
Slide 9: Where we're going. Connect and seize addressable market opportunities
Where we’re going. Connect and seize addressable market opportunities. Over 5,000 investment manager 2.5M U.S. HNW households prospects Banks, credit unions, investment managers, fintech 16,000 RIAs ($1.9T in assets) 10,000 North America OCIO prospects 135 B/Ds ($4.2T in assets) 17,000 institutional
Slide 10: Where we're going. 2023 focus
Where we’re going. 2023 focus. 1. 2. 3. 4. 5. Sales. New business ideas. Client penetration. Employee engagement. Profit. © 2023, SEI. 10
Slide 11: Leveraging our financial strength
Leveraging our financial strength. Financial strength. Capital allocation. Shareholder value. Leverage our capital strength to Continue to be vigilant and make Remain committed to returning support our growth and invest in confident decisions as we allocate value to our shareholders the future capit
Slide 12: Key financial metrics
Key financial metrics. SEI S&P 500 1 year 3 years 5 years 10 years 1 year 3 years 5 years 10 years Return on assets 22.54% 22.99% 24.09% 22.77% 3.91% 3.26% 3.28% 2.86% Return on equity 26.35% 27.02% 28.23% 26.55% 9.63% 8.04% 8.00% 7.04% Operating margin 25.79% 26.94% 27.13% 26.40% 14.72% 13.39% 13.3
Slide 13: Financial highlights
Financial highlights.* Revenue ($m) 1,991 Net cash from operating activities ($m) Net income ($m) 1,918 633 1,684 588 1,624 1,650 545 566 489 547 506 501 447 475 2018 2019 2020 2021 2022 2018 2019 2020 2021 2022 2018 2019 2020 2021 2022 Return of capital to shareowners ($m) R & D as a percent of rev
Slide 14: About us. At a glance
About us. At a glance. 1.3T 5,000 10&49 Approximately Approximately 5,000 Clients include 10 of the top $1.3 trillion in assets under employees across the globe 20 U.S. banks and 49 of the management in 8 nations* top 100 investment managers and administration* worldwide* *As of Sept. 30, 2023, thro
Slide 15: About us. Our values
About us. Our values. We work with each other, our clients, We build lasting partners, and relationships through communities to solve which we learn, grow, We think and act like problems that and succeed. owners, embracing matter. risk to drive growth for our clients and company. courageintegritycol
Slide 16: Investor resources
Investor resources. Investor information Follow us on social media • seic.com/investor-relations • twitter.com/seiinvestments • linkedin.com/company/sei/ • SEI 2022 Annual Report • facebook.com/SEICorporateHeadquarters • SEI 2022 Form 10-K • instagram.com/sei_hq/ • SEI 2023 Proxy Statement • youtube
Slide 17: Forward-looking statements
Forward-looking statements. This communication is confidential. It, as well as the presentations and documents referenced in expanding our focus on new growth engines, or reinvigorating our culture and talent this communication, contain forward-looking statements within the meaning or the rules and
Slide 18: Thank you
Thank you. © 2023, SEI.
SEI Investments Company — Investor Presentation (2023) on 6ix