Revenue distribution by sectors:

• Asset management
• Investment solutions
• Technology services

TOP 3 markets:

1. USA: approx. 60%
2. Europe: approx. 25%
3. Asia-Pacific: approx. 10%

SEI Investments Company generates the majority of its revenue from asset management and offers comprehensive investment solutions. The US market remains the largest revenue contributor, followed by Europe and the Asia-Pacific region. These markets benefit from strong demand for technology-based financial solutions and a growing interest in customized investment strategies.

Production Sites: Headquarters in Oaks, Pennsylvania, USA

SEI Investments Company is primarily a financial services company and not a typical manufacturing operation. The company offers investment solutions, technology platforms, and outsourcing services. "Production" in the context of SEI refers to the development and provision of financial services and software solutions, mainly developed at the headquarters in Oaks, Pennsylvania.

Since SEI Investments does not produce physical products in the traditional sense, the services and technologies they offer are the result of their internal development and consulting processes.

Strategy for Future Growth:

1. Technological Innovation: SEI Investments Company is increasingly focusing on the development and implementation of new technologies to enhance its platforms and increase efficiency. This includes investments in Artificial Intelligence and automation.

2. Expansion of Service Offerings: The company plans to expand its service portfolio, especially in the areas of Wealth Management and Investment Processing. The goal is to offer a wider range of solutions to institutional and private clients.

3. Global Expansion: SEI aims to have a stronger presence in international markets to benefit from growth opportunities outside the USA. This includes both organic growth and strategic partnerships and acquisitions.

Through these strategic initiatives, SEI aims to strengthen its market position and tap into new revenue sources. The focus on technology and global expansion is seen as key to sustainable growth.

Commodities/Materials: Financial services, technology platforms
Import countries: No specific raw material imports

SEI Investments Company is a company primarily active in the field of financial services and technology platforms. It does not import physical commodities or materials like a manufacturing company. Instead, SEI focuses on providing investment solutions, asset management services, and technology-based platforms for financial institutions.

As SEI Investments operates in the financial services industry, the "commodities" are more of an intangible nature, such as data, software, and financial products that are not physically imported. Therefore, there are no specific countries from which SEI imports physical materials.

Market Share: Estimated 5-7% in the field of investment management software (2025)

Return on Equity (ROE): 26% (2024)

Net Margin: 24% (2024)

SEI Investments Company possesses a significant competitive advantage that is manifested through several factors. The high Return on Equity of 26% indicates that the company efficiently utilizes capital to generate profits. This suggests strong operational efficiency and effective capital allocation.

The Net Margin of 24% underscores the company's ability to control costs while achieving high revenues. This margin is above average compared to many competitors in the financial services industry, indicating a strong market position and the ability to command price premiums.

SEI Investments has made a name for itself in the investment management sector through its specialized software solutions. The estimated market share of 5-7% shows that the company has a significant presence in this area, despite operating in a highly fragmented market. Continuous innovation and adaptation to technological trends further strengthen its competitive position.

In summary, SEI Investments benefits from strong financial performance, a solid market position, and an ability to innovate, all of which together create a sustainable competitive advantage.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical data)

Insider Purchases/Sales: No significant changes in the last year

The institutional investor share at SEI Investments Company traditionally stands at around 70%, indicating the confidence of large investors in the company's long-term stability and growth potential.

Regarding insider purchases and sales, there have been no significant changes in the last year, suggesting that the management has confidence in the current corporate strategy and does not anticipate major internal restructurings.

Market share of SEI Investments Company: Estimated 3-4% (2025)

Top competitors and their market shares:

1. BlackRock, Inc.: 35%
2. Vanguard Group: 25%
3. Fidelity Investments: 15%
4. State Street Corporation: 10%
5. Charles Schwab Corporation: 8%
6. T. Rowe Price Group: 5%
7. SEI Investments Company: 3-4%

SEI Investments Company has a relatively small market share compared to industry giants like BlackRock and Vanguard. These companies dominate the market with significant shares and have strong brands, extensive product ranges, and global presence.

SEI Investments' moat lies in its specialized technology platform and tailored investment solutions, primarily offered to institutional clients and financial advisors. This niche allows SEI to differentiate itself from the larger, more diversified competitors.

However, SEI's moat is less pronounced compared to leading companies like BlackRock and Vanguard. These competitors have a significant advantage due to their size, economies of scale, and comprehensive product offerings. Therefore, SEI must continue to focus on innovation and specialized services to remain competitive.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Return on Equity: 18% (2024)

SEI Investments Company achieved a revenue growth of 8% in 2024, indicating solid business development and strong demand for its services. The profit growth of 10% during the same period shows that the company operates efficiently and manages its costs well.

The return on equity of 18% is an indicator of effective capital utilization, suggesting that SEI Investments is able to generate high returns on invested capital. This is a positive sign for potential investors, as it indicates strong financial health and management efficiency.

Overall, these metrics suggest that SEI Investments Company could be a stable and growth-oriented investment. However, investors should also consider other factors such as market conditions, competitive landscape, and the company's long-term strategies before making an investment decision.

Dividend yield: 1.3% (2024)
Dividend growth: 5% (annually, average over the last 5 years)

SEI Investments Company regularly pays a dividend. The dividend yield was approximately 1.3% in 2024. Over the past five years, the company has seen an average annual dividend growth of 5%.

The reliability of SEI Investments Company's dividend payout is supported by its stable financial performance and continuous dividend increases. This suggests that the company is committed to providing shareholders with steady value.