SEI Investments (SEIC) 47th Annual Raymond James Institutional Investor Conference summary

Strategic positioning, vision, and business evolution

• Expanded core pillars to include asset management, administration, and advice, notably through the Stratos acquisition, targeting large investment managers, banks, and intermediaries globally.

• Shifted from equal investment across business units to data-driven allocation, focusing on high-opportunity segments and leveraging R&D and talent for targeted growth.

• Focus on reshaping the operating model, deepening client engagement, and strengthening talent to drive growth and shareholder value.

• Enhanced international strategy by unifying leadership and aiming for gradual margin improvement outside the U.S., with a significant presence in Europe, Asia, and Canada.

• Ongoing assessment of risks and opportunities to ensure business resiliency and adaptability.

Growth accelerants, strategies, and market focus

• Reimagined asset management by expanding product offerings (ETFs, SMAs, direct indexing) and targeting larger RIAs and consolidators.

• Strengthened wealth management through the Stratos acquisition, enabling direct participation in the advice revenue stream and real-time client feedback.

• Investing in proven growth engines such as professional services, regional banks, global alternative investment managers, and enterprise RIAs.

• Focused on regional and community banks, leveraging technology and operational capabilities to address their needs and drive sales growth.

• Aims to boost international revenue and improve global operating margins, with significant upside potential compared to S&P 500 averages.

Technology, AI, and innovation

• Centralized technology unit enables company-wide automation and AI initiatives, contributing to margin expansion and operational leverage.

• Invested in AI-native platforms (Avantos, TIFIN) and integrated external capabilities to accelerate innovation and enhance client solutions.

• Developed three AI streams: automation/productivity, AI-enabled platform extensions, and disruptive new business models, now unified for clearer strategy.

• Monetization opportunities identified for platform extensions that simplify interfaces and add value for clients, supporting upsell potential.

• Strategic capital allocation includes automation, innovation, M&A, internal investment, and disciplined use of dividends and buybacks.