SEI Investments Company SEIC

Hedge funds now hold roughly $2tn of US Treasuries, and that quiet shift in who finances the government could matter a lot for your portfolio. If leveraged Treasury trades ever unwind in a hurry, the firms that sit in the plumbing of markets may feel the first tremors. This piece walks through three stocks from our hedge fund servicing and custody screener that appear closely tied to that story. The three stocks below are a small sample from this hedge fund servicing and custody idea, and the...

SEI® (NASDAQ: SEIC) today announced the opening of its Singapore office, a strategic milestone that extends the company's global operations into one of the region's most important financial centers. SEI will initially offer services aligned with current client demand and market opportunities, including asset servicing, professional services, and the distribution of SEI's UCITS funds. As client adoption accelerates, the company expects to expand its regional capabilities, introduce additional loc

Michael Lane’s recent sale of roughly $246,000 of SEI Investments (SEIC) stock has drawn fresh attention to the company, just days after it announced upgrades to its tax management tools for advisors. SEI Investments shares trade at US$105.65, with recent momentum softening after a 21.09% 90 day share price return and a 27.27% year to date share price return, while the 1 year total shareholder return of 24.76% follows already strong 3 and 5 year gains. Capitalize on SEI Investments’ spotlight...

SEI® (NASDAQ: SEIC) today announced enhancements to its integrated tax management capabilities for separately managed accounts (SMAs) and unified managed accounts (UMAs), expanding advisors' ability to personalize portfolios, manage embedded unrealized gains, and pursue improved after-tax outcomes for investors.

On August 12, SEI Investments (NASDAQ:SEIC) announced a partnership with Zocks, an AI assistant built for financial advisors, adding another name to the ecosystem of tools it offers wealth management clients. The deal lands just three weeks after SEI posted its own numbers for the second quarter, reported on July 22, showing double-digit revenue growth […]

SEI Investments Company (SEIC) up 1,099% since institutions first bought big in 2000.

SEI® (NASDAQ: SEIC) today announced the findings from a series of proprietary surveys of financial advisors and high-net-worth investors, revealing a communication gap that may be limiting advisors' ability to capture held-away assets and deliver household-level advice. According to the surveys, while 95% of advisors say they actively try to consolidate client assets and 81% say they tell clients they offer household portfolio management, 71% of high-net-worth investors say their advisor has nev

SEI Investments has had an impressive run over the past six months as its shares have beaten the S&P 500 by 21.3%. The stock now trades at $109.54, marking a 33% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Looking back on custody bank stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including SEI Investments (NASDAQ:SEIC) and its peers.

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

SEI® (NASDAQ:SEIC) today announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more efficiently.

Financial providers use their expertise in capital allocation and risk assessment to help facilitate economic growth while offering consumers and businesses essential financial services. But uncertainty about fiscal and monetary policy has tempered enthusiasm, limiting the industry’s gains to 7.5% over the past six months. This return lagged the S&P 500’s 11% climb.

SEI Investments Company (SEIC) up 24% in last six months thanks to Big Money inflows.

SEI® (NASDAQ:SEIC) today announced the launch of the SEI Ang Research Enhanced U.S. Large Cap ETF (NASDAQ: ANGU), the first ETF in a planned suite of research-enhanced investment solutions. ANGU is designed to address concentration risk in traditional market-cap-weighted indexes and provide a more intentional U.S. large cap core equity allocation at a competitive cost.