Sei Investments Company · NASDAQ:SEIC
Sei Investments — Raymond James Institutional Investor Conference 2026
12 slides from Sei Investments's conference presentation, Mar 2, 2026
Slide 1: Ryan Hicke, CEO SEI Investments
Ryan Hicke, CEO SEI Investments. Raymond James Institutional Investor Conference March 2, 2026
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 Exchange Commission. In some cases you can identify forward- looking statements by terminology, such as "may," "will," "expect," "believe," ”remain” and "
Slide 3: Leveraging SEI's unique competitive position
Raymond James Institutional Investor Conference 3 Leveraging SEI’s unique competitive position Advice Administration Asset management Innovation Scale Investment
Slide 4: SEI's business evolution
Raymond James Institutional Investor Conference SEI’s business evolution 4 Legacy Inflection Future 7% Avg. annual EPS growth 2017 to 2022 24% Consolidated operating margin 2022 $364M Avg. annual share repurchases 2017 to 2022 $69M Total net sales events 2022 -14% Avg. annual total shareholder retur
Slide 5: SEI's path to accelerating growth
Raymond James Institutional Investor Conference 5 SEI’s path to accelerating growth POWERING GROWTH Invest in proven growth engines Enterprise excellence Strategic capital allocation Boost international returns Reimagine “asset management” Reimagine “asset management”
Slide 6: Reimagine "asset management"
Raymond James Institutional Investor Conference 6 Reimagine “assetman gement” Reimagine “asset management” Grow the core Move up market Grow wealth management capability
Slide 7: Boost international returns: significant margin upside
0% 10% 20% 30% SEI 2024 S&P 500 Average SEI 2030 Target Raymond James Institutional Investor Conference 7 Significant margin upside within global business 0% 10% 20% 30% 40% Global ex-North America North America Operating margins: Global upside % of revenue from non-U.S. Boost international returns
Slide 8: Invest in proven growth engines: capitalize on existing strengths
Raymond James Institutional Investor Conference 8 Capitalize on existing strengths Global alternative investment managers Regional and community banks Enterprise RIAs Professional services Invest in proven growth engines Invest in proven growth engines
Slide 9: Enterprise excellence
Raymond James Institutional Investor Conference 9 Expand initiatives that drive operational gains Enterprise excellence Enterprise excellence Growth Talent CulturePowering the future.
Slide 10: Strategic capital allocation
Raymond James Institutional Investor Conference 10 Smart use of capital against growth opportunities Capital Allocation: More than money Balance sheet strategy Dividends and buybacks M&A and internal investment Human capital Automation and innovation Strategic capital allocation Strategic capital al
Slide 11: AI risks and opportunities... let's talk about it
AI risks and opportunities… let’s talk about it 11
Slide 12: Questions?
Questions? 12Raymond James Institutional Investor Conference
SEI Investments — Raymond James Institutional Investor Conference 2026 on 6ix