Sei Investments Company · NASDAQ:SEIC

Sei Investments — William Blair Growth Stock Conference 2026

11 slides from Sei Investments's conference presentation, Jun 2, 2026

  1. Slide 1: SEI Investments

    SEI Investments Sean Denham CFO & COO William Blair Growth Stock Conference June 2, 2026

  2. Slide 2: Safe Harbor Statement

    Safe Harbor Statement This presentation contains forward -looking statements within the meaning or the rules and regulations of the Securities and Exch ange Commission. In some cases you can identify forward - looking statements by terminology, such as "may," "will," "expect," "believe," ”remain” an

  3. Slide 3: SEI sits at the center of financial services

    SEI sits at the center of financial services INVESTMENT PRIVATE INSTITUTIONAL INVESTMENT MANAGERS BANKING INVESTORS ADVISORS Technology 33% 18% 4% & Operations Asset 6% 11% 20% Management Other 2% 1% 1% 1% revenue SEI clients Our competitors Reconciliation provided at the end of the presentation = %

  4. Slide 4: Momentum continues to build

    Momentum continues to build Revenue +19% Net Sales Events +147% $2,400 $2,368 $200 $170 $150 $2,200 $M $M $100 $69 $1,991 $2,000 $50 $1,800 $0 2022 Q1 2026 TTM 2022 Q1 2026 TTM Operating Margin +396 bps EPS +69% 30.0% 27.9% $6.00 $5.86 25.0% 23.9% $4.00 $3.46 20.0% $2.00 15.0% $0.00 2022 Q1 2026 TTM

  5. Slide 5: SEI's path to accelerating growth

    SEI’s path to Reimagine “Asset Management” Reimagine “Asset accelerating growth Management” Invest in proven Enterprise growth engines excellence POWERING GROWTH Boost international Strategic capital returns allocation William Blair Growth Stock Conference June 2, 2026 5

  6. Slide 6: Investment Managers has enviable competitive position

    Investment Managers has enviable competitive position Clients embracing outsourcing SEI gains market share… …Driving accelerated sales growth % Private AUA Self-Administered SEI US Private AUA Share % Traditional solutions International solutions Alternative solutions 9.0% 37.0% $100 $M Net Sales Ev

  7. Slide 7: Private Banks margin momentum continues

    Private Banks margin momentum continues Private Banks Segment Operating Margin Five Components of Margin Improvement 25.0% Outside growth from higher margin businesses SaaS R&D roll - off 15.0% New business contracts to enhance run - rate margins 5.0% Scale costs via offshore service center Q3 2023

  8. Slide 8: Asset Management trends improving

    Asset Management • Enhanced client trends improving segmentation & marketing driving upstream Investment Advisors Total net sales events by quarter ($M) momentum Institutional Investors Total $8.0 • Institutional pipeline rebuilding – go to market $4.0 strategy evolving • Investment team evolving; $

  9. Slide 9: Shareholder friendly capital allocation and strong balance sheet

    Shareholder friendly capital allocation and strong balance sheet Capital Returned to Shareholders ($M) Liquidity and Capitalization ($M ) Q1 2026 Dividends Buybacks $10,850 $616 $500 $309 $115 $120 $124 $363 $32 2023 2024 2025 Cash 1 Long-Term Debt 2 Market Capitalization 1 Excludes $77M of consolid

  10. Slide 10: Questions?

    Questions? ©2025 SEI 10 William Blair Growth Stock Conference June 2, 2026 10

  11. Slide 11: Reconciliation

    Reconciliation Slide 3 : The following tables provide additional information pertaining to our revenues disaggregated by major product line for each of the Company’s business segments for the year ended December 31, 2025. $ in ‘000 Private Investment Institutional Investment Investments in Banks Adv

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