SEI Investments Company · NASDAQ:SEIC
SEI Investments — Investor Presentation (January 2022)
21 slides from SEI Investments's investor presentation, January 2022
Slide 1: SEI Investments Company Investor Presentation, Q4 2021
SEI Investments Company (NASDAQ:SEIC) Investor Presentation, Q4 2021 ©2021 SEI
Slide 2: Who we are.
Who We’re part of the financial services industry’s backbone, delivering we are. platforms and solutions that help our clients face and embrace change. ©2021 SEI 2
Slide 3: Who we are. Distinct position.
Who we are. Distinct position. Suppliers & Wealth & Investment Service Firms Managers Technology Firms Banks Wealth Managers Application Developers With relationships across the financial services Investment Advisors Data Services Firms industry, we’re uniquely Investment Managers Custodians positio
Slide 4: Who we are. At a glance.
Who we are. At a glance. 1.3T 4,300 10&49 Approximately Approximately 4,300 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 9 nations* top 100 investment managers and administration* worldwide* *As of Dec. 31, 2021, thr
Slide 5: Who we are. Committed to corporate social responsibility.
Who we are. Committed to corporate social responsibility. We are dedicated to living our corporate values, while helping our clients achieve their sustainable goals. Sustainable investing • Formalizing our approach to sustainable investing and delivering solutions for our clients Human capital • Foc
Slide 6: What we do.
What We deliver technology and investment solutions that we do. connect the financial services industry. ©2021 SEI 6
Slide 7: What we do. Address clients' needs and connect capabilities
What we do. Address clients’ needs and connect capabilities across our core competencies. Technology & Operations Asset Management Helping clients take control and Helping investors achieve goals and reshape their businesses make confident decisions Enterprise platform solutions for Investment solut
Slide 8: Help clients tackle business transformation: Digitization
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 • Enable data sharing and workflow integration with open-architecture approach and cloud experti
Slide 9: Help clients tackle business transformation: Change management
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. Change management • Align clients’ technology and business strategies • Tailor processes and timelines to cli
Slide 10: Help clients tackle business transformation: Data and security
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. Data and security • Stay ahead of ever-evolving cybersecurity threat landscape to protect clients and safegua
Slide 11: 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. 2020 Global Capabilities United States Canada Europe Asia South Africa Revenues. Wealth & investment UNITED STATES management technology & operations 85% High-net-worth asset management Ins
Slide 12: How we do it.
How we We turn challenges into opportunities, meaningfully do it. engage clients and employees, drive mutual growth and leverage our financial strength. ©2021 SEI 12
Slide 13: How we do it. Apply a proven business model.
How we do it. Apply a proven business model. By integrating people, processes and technology, we support our clients’ strategic objectives—even in times of change. Turn challenges into Engage clients and Leverage financial opportunities employees Drive mutual growth strength • Address emerging marke
Slide 14: How we do it. Approach with a One SEI mindset.
How we do it. Approach with a One SEISM mindset. With our One SEI approach, we leverage our capabilities across all of our markets in an unbundled approach to Asset Management. address clients’ unique needs. Investment processing. Operations. ©2021 SEI 14
Slide 15: 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 Dat
Slide 16: Financial highlights.
Financial 2020. highlights. ©2021 SEI 16
Slide 17: Financial highlights.
Financial highlights.* Strong Recurring Profitable cash flow revenues Long track record of Cash flow from >90% of revenues GAAP profitability operations of are recurring and growth $489 million in 2020 or $3.28 per share Commitment Commitment to clients to shareholder value Target 8-10% of Return ca
Slide 18: Financial highlights.
Financial highlights.* Net cash from Net income ($m) Revenue ($m) operating activities ($m) 1,650 1,684 1,527 1,624 588 506 1,402 545 501 489 447 434 460 404 334 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 Research and Development ($m) Return of capital to shareowners
Slide 19: Investor resources.
Investor resources. Investor information Follow us on social media • seic.com/investor-relations • facebook.com/SEICorporate • SEI 2020 Annual Report and Form 10-K Headquarters • SEI 2021 Proxy Statement • linkedin.com/company/sei • SEI 2020 Corporate Social Responsibility Report • instagram.com/sei
Slide 20: Forward looking statements.
Forward looking statements. This document contains forward-looking statements within the meaning of the rules and You should not place undue reliance on our forward-looking statements as they are regulations of the Securities and Exchange Commission. In some cases you can identify based on the curre
Slide 21: Thank you.
Thank you. ©2021 SEI
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