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SEI Investments (SEIC) investor relations material

SEI Investments Investor Day 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Day 2025 summary18 Sep, 2025

Strategic vision and leadership transformation

  • Emphasis on a clear, differentiated vision and a shift from vertical to horizontal, enterprise-wide collaboration.

  • Leadership team revitalized with new talent and a first-team, company-above-self culture.

  • Focus on sustainable, repeatable growth and long-term value creation, with a mindset shift away from short-term gains.

  • Enhanced client engagement and cross-unit collaboration have expanded client relationships and market footprint.

  • Major cultural change with increased internal mobility, talent development, and breaking down organizational silos.

Business growth engines and market opportunities

  • Five key growth areas: reimagined asset management, international reset, professional services, regional/community banks, and enterprise RIAs.

  • IMS (Investment Manager Services) is a primary growth engine, with double-digit growth expected, especially in alternatives and private credit.

  • Asset management pivoting quickly to address market shifts, targeting high single-digit annualized AUM growth.

  • International business targeted for margin improvement and revenue growth, leveraging existing client relationships and local leadership.

  • Professional services and technology/AI integration are positioned as major differentiators and future revenue streams.

Financial performance and momentum

  • Sales events increased by 133%, operating margins expanded by 310bps, and EPS grew by 54% since the last Investor Day, with a 50% rise in share price over the same period.

  • Strong free cash flow and disciplined capital allocation underpin a fortress balance sheet and resilience.

  • High single-digit annualized AUM growth and double-digit annualized TSR targeted through 2030.

  • Buybacks and dividends prioritized, with strategic M&A and investments supporting growth.

  • Combined dividend and share repurchases expected to reach 90-100% of free cash flow.

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Q3 202522 Oct, 2025
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Frequently asked questions

SEI Investments Co. is a financial services company that provides investment processing, management, and advisory solutions to institutions, financial advisors, and individual investors. The company’s services include asset management, investment operations outsourcing, and technology platforms designed to streamline portfolio management and financial planning. SEI serves a diverse range of clients, including banks, investment managers, retirement plan sponsors, and family offices. Its offerings aim to enhance operational efficiency and support investment decision-making. The company is headquartered in Oaks, Pennsylvania, and its shares are listed on the NASDAQ.

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