SEI Investments (SEIC) Investor Day 2025 summary

Strategic vision and business transformation

• Emphasis on a clear, integrated vision focused on sustainable, repeatable growth and differentiation, moving from a vertical to a horizontal operating model to break down silos and foster collaboration across business units.

• Leadership changes and infusion of new talent have driven cultural transformation, with a first-team mindset and increased cross-functional engagement.

• Five growth pillars: reimagine asset management, enterprise excellence, invest in proven growth engines, boost international returns, and strategic capital allocation.

• Transitioning from siloed support structures to enterprise-wide centers of excellence, leveraging technology, talent, and global capabilities.

• Focus on scaling talent through automation, offshoring, and organizational redesign.

Financial guidance and growth initiatives

• Targeting double-digit annualized total shareholder return through 2030, driven by IMS growth, asset management transformation, international margin improvement, enterprise excellence, and strategic capital allocation.

• IMS is expected to maintain double-digit growth, with a strong position in alternatives and private credit, and a trend of large managers outsourcing.

• Asset management is pivoting quickly to address market shifts from active to passive, with high single-digit AUM growth expected, primarily from organic inflows and product innovation.

• International business, contributing 15% of revenue but with much lower margins, is a major focus for margin expansion and revenue growth, leveraging leadership changes and operational discipline.

• Operating margin improvement of 25-50 basis points per year is targeted, supported by cost optimization, the new Global Capability Center in India, and centralized procurement.

Business development and innovation

• Professional services have become a significant growth engine, with segment-specific go-to-market strategies and a focus on expanding wallet share with existing clients.

• Expansion into new markets and client segments, including regional/community banks, enterprise RIAs, and international markets such as Luxembourg and Singapore.

• Product and technology innovation is prioritized, with investments in AI, automation, tokenization, and user experience to drive operational scale and access new markets.

• The SEI Next initiative is focused on scaling innovation, strategic venture investments, and partnerships to anticipate and capitalize on industry disruption.

• Stratos acquisition is expected to generate revenue synergies through cross-selling, platform integration, and leveraging advisor insights for broader business growth.