SEI Investments (SEIC) Morgan Stanley US Financials Conference 2026 summary

Sales momentum and business execution

• Achieved record sales in Q1, including two of the largest mandates in company history, particularly in IMS and Private Banking units.

• Sales teams are highly focused, driving momentum across the full ecosystem, including professional services.

• Market demand is strong as managers seek to outsource non-core functions, especially fund administration.

• Wins span both large transformational mandates and smaller, modular deals across business units.

Differentiators and client value

• Focuses on complex alternative asset management, with 70% of IMS business in alternatives.

• Delivers strong white glove service and maintains high-touch support even as AI and automation are integrated.

• Clients value the company’s ability to invest in technology and governance, reducing their own need for such investments.

Private Banking and margin improvement

• Margin improvement driven by disciplined leadership, cost control, and technology right-sizing.

• Expansion down-market and the launch of professional services have significantly boosted margins.

• Margins have reached 20% in Q1, with a target to return to historical 25%-30% levels over time.

• Margin growth is not expected to be linear but is ahead of the original multi-year plan.