SEI Investments Company (SEIC): Business Model Canvas

Key Partnerships

SEI Investments Company (SEIC) relies on a number of key partnerships to enhance its business model and provide value to its clients. These partnerships include:

• Collaboration with financial investment firms: SEI partners with a variety of financial investment firms to offer their services and expertise to clients. These partnerships allow SEIC to expand its reach and provide clients with a wider range of investment options.
• Partnerships with technology providers: SEI works closely with technology providers to leverage cutting-edge tools and resources for their investment solutions. These partnerships help SEIC stay ahead of the curve in terms of technology and innovation.
• Industry associations and networks: SEI is an active member of various industry associations and networks that allow them to stay informed about industry trends and best practices. These partnerships provide SEIC with valuable insights and connections within the financial services industry.
• Strategic alliances with global banks: SEIC has formed strategic alliances with global banks to offer their investment solutions to a wider range of clients around the world. These partnerships enable SEI to tap into new markets and provide their services to a diverse set of clients.

Key Activities

SEI Investments Company (SEIC) is a leading provider of asset management services, consulting services, financial technology solutions, and investment advisory services. These key activities form the foundation of SEIC's business model and are essential to its success in the financial services industry. Asset management services are a core component of SEIC's business model. The company offers a diverse range of investment products and services designed to help clients achieve their financial goals. This includes actively managed mutual funds, exchange-traded funds (ETFs), separately managed accounts, and more. SEIC's team of experienced portfolio managers and investment professionals work closely with clients to develop customized investment strategies tailored to their specific needs and objectives. In addition to asset management services, SEIC also provides consulting services to help clients navigate the complex world of finance. This includes financial planning, retirement planning, tax optimization, and more. SEIC's team of consultants provides expert guidance and advice to help clients make informed decisions about their financial future. SEIC is also a leader in financial technology solutions, offering innovative tools and platforms to help clients manage their investments more effectively. This includes online investment portals, mobile apps, and other digital tools that make it easy for clients to monitor their portfolios, track performance, and make informed investment decisions. Lastly, SEIC offers investment advisory services to provide clients with personalized investment recommendations and guidance. This includes conducting in-depth financial analysis, developing investment strategies, and monitoring performance to ensure clients are on track to meet their financial goals. SEIC's team of advisors works closely with clients to help them make informed decisions and achieve long-term financial success. In summary, SEI Investments Company (SEIC) offers a comprehensive suite of asset management services, consulting services, financial technology solutions, and investment advisory services to help clients achieve their financial goals. With a focus on innovation, expertise, and personalized service, SEIC is committed to delivering exceptional value to its clients and driving long-term success in the financial services industry.

Key Resources

SEI Investments Company (SEIC) relies on several key resources to deliver high-quality financial services to its clients. These resources are crucial to the success of the company and play a vital role in maintaining its competitive edge in the industry.

• Proprietary financial software platforms: SEIC has developed proprietary financial software platforms that enable it to efficiently manage client portfolios, optimize investment strategies, and provide real-time performance reporting. These platforms are constantly updated and enhanced to ensure that clients receive the most cutting-edge financial solutions.
• Investment management expertise: SEIC's team of experienced investment managers possess deep knowledge of financial markets, investment strategies, and risk management. Their expertise allows SEIC to offer customized investment solutions tailored to individual client needs and financial goals.
• Technological infrastructure: SEIC's technological infrastructure is designed to support its operations and enable seamless communication and collaboration within the organization. This infrastructure includes state-of-the-art data centers, cybersecurity measures, and cloud computing technologies to ensure data security and compliance with regulatory requirements.
• Skilled financial advisors and IT professionals: SEIC's team of skilled financial advisors and IT professionals play a critical role in delivering high-quality financial services to clients. Financial advisors provide personalized advice and guidance to clients, while IT professionals ensure that SEIC's technological systems are functioning smoothly and securely.

Value Propositions

SEI Investments Company (SEIC) offers a range of value propositions that set it apart in the competitive asset management industry. These value propositions include:

• Comprehensive asset management solutions: SEIC provides clients with comprehensive asset management solutions that cover a wide range of investment options. Whether clients are looking for help with retirement planning, wealth management, or investment strategies, SEIC has the expertise to meet their needs.
• Personalized investment strategies: One of SEIC's key value propositions is its ability to offer personalized investment strategies to meet the unique needs and goals of each client. By taking the time to understand each client's financial situation and objectives, SEIC is able to develop customized investment plans that are tailored to help clients achieve their goals.
• Cutting-edge financial technology: SEIC leverages cutting-edge financial technology to drive innovation and efficiency in its asset management solutions. By staying ahead of the curve in technology, SEIC is able to offer clients access to the latest tools and resources to help them make informed investment decisions.
• Strong client focus and support: SEIC is committed to putting its clients first, offering exceptional client support and service at every step of the investment process. From initial consultations to ongoing portfolio management, SEIC's team of experts is dedicated to helping clients achieve their financial goals.

Customer Relationships

SEI Investments Company (SEIC) prioritizes building strong and long-lasting relationships with its clients. Here are the key components of their customer relationships:

• Dedicated account managers: SEIC provides each client with a dedicated account manager who serves as their main point of contact. These account managers are highly knowledgeable about the client's portfolio and work closely with them to ensure their investment goals are met.
• Client service teams: In addition to dedicated account managers, SEIC has client service teams that are readily available to address any questions or concerns clients may have. These teams are trained to provide excellent customer service and ensure that clients have a positive experience with the company.
• Online client portals: SEIC offers online client portals that allow clients to access their investment information at any time. These portals provide clients with real-time updates on their portfolios, performance reports, and any relevant news or information related to their investments.
• Personalized investment advice: SEIC's account managers and client service teams work closely with clients to provide personalized investment advice tailored to their financial goals and risk tolerance. This personalized approach helps clients make informed decisions about their investments and achieve their desired outcomes.

Channels

SEI Investments Company utilizes a variety of channels to reach and engage with its customers:

• Direct sales team: SEI Investments Company employs a dedicated sales team to reach out to potential clients and showcase the company's products and services. This direct approach allows for personalized interactions and tailored solutions for each client.
• Company website: The SEI Investments Company website serves as a hub for information about the company, its services, and its solutions. Clients can explore the website to learn more about SEI's offerings and reach out to the company for further assistance.
• Financial conferences and seminars: SEI Investments Company participates in various financial conferences and seminars to network with industry professionals and potential clients. These events provide a platform for SEI to showcase its expertise and build relationships with key stakeholders.
• Online platforms and mobile apps: SEI offers online platforms and mobile apps for clients to access their accounts, track investments, and manage their financial portfolios. These digital channels provide convenience and flexibility for clients to engage with SEI at their own pace.

Customer Segments

SEI Investments Company (SEIC) primarily caters to the following customer segments:

Institutional investors:

• Includes pension funds, endowments, foundations, and corporations
• Seeking investment management services and solutions tailored to their specific needs and objectives
• Require sophisticated investment strategies and access to a wide range of investment products

Private wealth clients:

• High-net-worth individuals and families
• Looking for wealth management services to grow and protect their assets
• May require personalized financial planning and investment advice

Investment professionals:

• Financial advisors, wealth managers, and consultants
• Partner with SEIC to access its investment solutions and technology platforms
• Leverage SEIC's expertise and resources to serve their clients more effectively

Retirement plan participants:

• Employees participating in retirement plans offered by companies
• Rely on SEIC's retirement plan services for investment options, advice, and education
• Benefit from SEIC's focus on participant outcomes and retirement readiness

Cost Structure

The cost structure of SEI Investments Company (SEIC) is essential in understanding the financial aspects of the business model. Below are the key components of SEIC's cost structure:

- Research and Development for Technology:

• SEIC invests heavily in research and development to stay ahead of the competition in terms of technology and innovation. This includes developing new software solutions, improving existing platforms, and exploring emerging technologies that could benefit the company and its clients.

- Personnel Costs for Expert Staff:

• SEIC employs a team of highly skilled professionals across various departments, including finance, technology, marketing, and client services. These employees are crucial in delivering high-quality services to clients and driving the company's growth and success.
• In addition to salaries, SEIC incurs costs related to training, benefits, and other employee-related expenses to attract and retain top talent in the industry.

- Marketing and Client Acquisition Expenses:

• SEIC allocates a significant portion of its budget to marketing and client acquisition activities. This includes advertising campaigns, sponsorships, events, and other initiatives to raise awareness of the company's services and attract new clients.
• Client acquisition costs may also include sales commissions, referral fees, and other incentives for bringing on new business.

- Operational and Administrative Expenses:

• SEIC incurs various operational and administrative expenses to support its day-to-day business activities. This includes rent for office spaces, utilities, insurance, legal fees, accounting services, and other overhead costs.
• Additionally, SEIC may spend on technology infrastructure, software licenses, cybersecurity measures, and other operational expenses to ensure the smooth functioning of its operations.

Revenue Streams

SEI Investments Company generates revenue through a variety of channels, including:

• Fees from asset management services: SEI earns a significant portion of its revenue through the fees charged to clients for managing their assets. This includes fees for managing investment portfolios, providing financial planning services, and other related services.
• Consultancy fees: SEI also generates revenue through consultancy fees charged to clients. These fees are typically charged for specific projects or services that require specialized expertise and knowledge.
• Performance fees: In addition to the standard asset management fees, SEI may also earn performance fees based on the success of the investments made on behalf of clients. These fees are typically tied to the performance of the investments relative to a benchmark index or other performance metric.
• Subscriptions for technological solutions: SEI offers a range of technological solutions for clients, including software platforms for portfolio management, financial planning tools, and other technology-based services. Clients may pay a subscription fee to access these solutions, providing an additional revenue stream for the company.