SEI Investments (SEIC) Investor Day 2025 summary

Strategic Vision and Transformation

• Emphasizes a shift from vertical to horizontal operations, breaking down silos to foster collaboration and enterprise-wide solutions.

• Focuses on three pillars in wealth management: advice, asset management, and administration, with recent expansion into advice via the Stratos acquisition.

• Leadership changes and infusion of new talent have driven cultural and operational transformation, prioritizing client engagement and clarity of vision.

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

• Innovation is driven by SEI Next, focusing on scalable, relevant technology and partnerships to anticipate industry disruption.

Financial Guidance, Performance, and Growth Targets

• IMS is expected to deliver double-digit growth, driven by strength in alternatives and private credit.

• Asset management targets high single-digit annualized AUM growth, with a focus on organic inflows and product innovation.

• Double-digit annualized total shareholder return is the goal through 2030, contingent on executing five key initiatives.

• 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.

• Operating margin improvement of 25-50 basis points per year is targeted, balancing cost discipline with ongoing investment.

Business Development and New Initiatives

• Professional services have become a major growth engine, now accounting for nearly half of net new sales in some segments.

• Expansion into regional/community banks and enterprise RIAs, leveraging technology and tailored go-to-market strategies.

• Launch of Access, an alternatives marketplace platform, to compete with industry leaders and deepen broker-dealer relationships.

• Stratos acquisition provides cross-sell opportunities, centralized investment management, and a platform for scaling advice and OCIO services.

• Investments in AI, automation, and tokenization are enhancing operational scale, user experience, and access to new markets.