SEI INVESTMENTS Overview

Sei Investments Company is an investment advisor that manages 159.7 BN dollars in regulatory AUM and has 378 employees, of which 174 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 20BN in positions, representing 12% of the manager's regulatory AUM.

SEI INVESTMENTS StockAlpha

-3.2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SEI INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 2.76% ETF 4.09% 0% 0 29%
V 1.31% Tech -3.93% -0.07% 0 26%
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FEATURED IN
Logo of CNBC
Wall Street Journal Logo
Pensions & Investments logo
BloomBerg Logo

SEI INVESTMENTS Founders and Key Employees

Name Title In Position Since
Edward D. Loughlin Senior Vice President January-1995
Timothy D. Barto General Counsel December-2003
Joseph P. Ujobai Senior Vice President December-2006
Wayne M. Withrow Senior Vice President December-2006
Norman J. Klauder Senior Vice President December-2006
Kevin P. Barr President April-2008
Kathy A. Heilig Treasurer/Controller May-1999
Laura K. Smolenski Chief Compliance Officer April-2012

SEI INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

SEI INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SIMC’s Overall Investment Philosophy
SIMC’s philosophy is based on active asset management, which consists of five key components: asset allocation, portfolio design, investment manager selection, portfolio construction and risk management. SIMC’s philosophy and process offers Clients personalization, diversification, coordination and management, and represents a strategy geared toward achieving long-term investment goals in various financial climates.

Asset Allocation. SIMC’s approach to asset allocation takes Clients’ goals into account, along with more traditional yardsticks like market indices and standard deviation. SIMC constructs multiple model portfolios to address a wide variety of Client goals, and dedicate considerable resources to active asset allocation decisions that help our investment offerings keep pace with an evolving market environment.

Portfolio Design. In terms of ...
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SEI INVESTMENTS Portfolio Concentration

SEI INVESTMENTS Location

ONE FREEDOM VALLEY DRIVE
OAKS, Pennsylvania
UNITED STATES, 19456

SEI INVESTMENTS Contact Information

Phone Number: 610-676-1000
Fax Number: (484) 676-3479
Website:

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