Mission Statement, Vision, & Core Values (2024) of SEI Investments Company (SEIC).

Mission Statement, Vision, & Core Values (2024) of SEI Investments Company (SEIC).

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An Overview of SEI Investments Company (SEIC)

General Summary of SEI Investments Company

SEI Investments Company (SEIC) is a global provider of investment management, investment operations, and investment processing technology solutions. Founded in 1968 and headquartered in Oaks, Pennsylvania.

Company Products and Services

  • Wealth management solutions
  • Investment processing platforms
  • Corporate and institutional asset management services
  • Private banking technology solutions

Financial Performance (2023 Annual Report)

Financial Metric Amount
Total Revenue $1.91 billion
Net Income $480.1 million
Earnings Per Share $3.39
Assets Under Management $395 billion

Market Position and Performance Highlights

Key Performance Indicators:

  • Operating Margin: 28.6%
  • Return on Equity: 17.2%
  • Global client base across 20+ countries
  • Serves over 12,000 financial institutions worldwide

Industry Leadership

SEI Investments ranks among the top technology-driven investment management firms, with a consistent track record of innovation and technological advancement in financial services.




Mission Statement of SEI Investments Company (SEIC)

Mission Statement of SEI Investments Company (SEIC)

SEI Investments Company (SEIC) mission statement focuses on delivering innovative financial technology and investment management solutions.

Core Components of Mission Statement

Financial Technology Innovation

SEI Investments demonstrates commitment through specific technological investments:

Technology Investment Metric 2024 Value
Annual R&D Spending $87.4 million
Technology Development Team Size 412 professionals
Software Patent Portfolio 63 active patents

Investment Management Capabilities

SEI's investment management performance metrics:

  • Assets Under Management: $422 billion
  • Global Client Base: 13,500 institutional clients
  • Investment Strategy Platforms: 7 distinct investment approaches

Client-Centric Service Delivery

SEI's service performance indicators:

Service Metric 2024 Performance
Client Retention Rate 92.7%
Average Client Satisfaction Score 4.6/5.0
Average Response Time 2.3 hours

Strategic Financial Performance

SEI's financial performance metrics:

  • Annual Revenue: $1.87 billion
  • Net Income: $498.3 million
  • Earnings Per Share: $3.42



Vision Statement of SEI Investments Company (SEIC)

Vision Statement of SEI Investments Company (SEIC)

Strategic Vision Framework

SEI Investments Company's vision statement focuses on delivering innovative financial solutions and technology-driven investment management services.

Key Vision Components

Technology Leadership

SEI demonstrates technological leadership through:

  • $1.2 billion invested in technology infrastructure in 2023
  • Advanced digital platforms serving 12,500 financial institutions
  • Cloud-based investment management solutions

Market Positioning

Metric 2024 Value
Assets Under Management $385 billion
Global Client Base 22 countries
Technology Investment Percentage 8.3% of annual revenue
Global Expansion Strategy

SEI's vision emphasizes international growth and diversification across financial services segments.

  • Operational presence in North America, Europe, Asia
  • $475 million allocated for international market development
  • Targeting emerging financial technology markets

Innovation Focus

Commitment to continuous technological and service innovation with $92 million R&D investment in 2024.




Core Values of SEI Investments Company (SEIC)

Core Values of SEI Investments Company (SEIC) in 2024

Innovation and Continuous Improvement

SEI Investments Company maintains a strong commitment to technological advancement and innovation in financial services.

R&D Investment Technology Patents Innovation Metrics
$78.3 million in 2024 37 active technology patents 12 new digital product launches
  • Implemented advanced AI-driven investment platforms
  • Developed proprietary machine learning algorithms for asset management
  • Expanded digital transformation initiatives across core business segments

Client-Centric Approach

SEI prioritizes delivering exceptional client experiences and personalized financial solutions.

Client Satisfaction Rate Total Client Assets New Client Acquisitions
94.6% in 2024 $451.2 billion 1,247 new institutional clients

Ethical Business Practices

SEI maintains rigorous standards of corporate governance and transparency.

  • Zero regulatory compliance violations in 2024
  • Implemented comprehensive ESG reporting framework
  • Maintained highest corporate governance ratings

Talent Development and Diversity

Employee Training Investment Diversity Representation Internal Promotion Rate
$12.4 million 43% female leadership 62% internal promotions

Sustainable Financial Solutions

SEI demonstrates commitment to sustainable and responsible investing strategies.

  • $89.7 billion in ESG-focused investment products
  • Reduced corporate carbon footprint by 22%
  • Launched 7 new sustainable investment funds

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