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Corporation
FINANCE
seic.com

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Investments

11

Portfolio Exits

4

Funds

2

Partners & Customers

10

About SEI

SEI (NASDAQ:SEIC) is a global provider of outsourced asset management, investment processing and investment operations solutions. The company's innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of September 30, 2009, through its subsidiaries and partnerships in which the company has an interest, SEI administers $383 billion in mutual fund and pooled assets aims to manage $156 billion in assets. SEI aims to serve clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide.

SEI Headquarter Location

One Freedom Valley Drive

Oaks, Pennsylvania, 19456,

United States

+1 610 676 1000

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SEI Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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SEI Rank

Latest SEI News

Vontobel Expands Retirement Plan Offerings With Quality Growth Collective Investment Trusts

Jun 2, 2022

June 02, 2022 09:00 AM Eastern Daylight Time NEW YORK--( BUSINESS WIRE )--Vontobel has partnered with SEI Trust Company for a suite of Collective Investment Trusts . The new offering expands investor access to reliable retirement solutions from Vontobel’s high-conviction, long-only equity strategies of its Quality Growth Boutique. Since 1988, Vontobel’s Quality Growth Boutique has followed a consistent investment philosophy that is rooted in rigorous research and a disciplined process with an ESG-integrated approach. The 21-person team seeks to invest in stable and sustainable growth businesses, with the goal of providing absolute returns that beat the benchmark while exposing its investors to less risk through the economic cycle. The boutique has six investment strategies, which are currently offered in several vehicles, including mutual funds and separate accounts. With SEI Trust Company (STC) as the Collective Investment Trust (CIT) trustee, the new offering consists of the following four strategies: the Vontobel International Equity Trust, the Vontobel Global Equity Trust, the Vontobel Emerging Markets Equity Trust, and the Vontobel US Equity Trust. “There is growing demand from clients and institutional constituents for reliable, time-tested CIT vehicles, and we are excited to expand our offering in this space with STC, whose expertise aligns with our mission to preserve and grow our clients' assets to protect and enable their future,” said Amit Mukadam, Head of North America Institutional Client Group, Vontobel. “Our CIT vehicles offer institutional clients and recordkeepers unique access to our suite of global strategies, which focus on finding the best companies for earnings and balance sheet growth throughout the world.” “Long-term active management is an important tool to help create reliable retirement outcomes,” added Craig Lombardi, Director, Sub-Advisory Business Development, Vontobel. “We believe the high conviction investment approach of our Quality Growth Boutique is ideal for retirement plans to help take advantage of the benefits of compounding of returns.” “The low-cost, customizable structure of CITs helps to create better investment outcomes for retirement plan participants, and we’re excited to leverage our comprehensive, fully integrated operational environment to support Vontobel’s strategies,” said John Alshefski, Senior Vice President and Managing Director of SEI’s Investment Manager Services division. The Vontobel International Equity Trust (VONTBX / 928885102) is registered with Nasdaq Fund Network (“NFN”), allowing access to daily net asset value and performance information. Registration for the remaining CITs will follow. Vontobel Asset Management Vontobel Asset Management is an active asset manager with global reach and a multi-boutique approach. Each of our boutiques draws on specialized investment talent, a strong performance culture and robust risk management. We deliver leading-edge solutions for both institutional and private clients. Our commitment to active management empowers us to invest on the basis of our convictions. We deliver value through our diverse and highly specialized teams. Employing over 440 professionals worldwide – including 180 investment specialists – we operate across 16 locations including Switzerland, Europe and the US and create strategies and solutions covering equities, fixed income, multi-asset, and alternative investments. The goal of achieving excellent and repeatable performance has been fundamental to our approach since 1988. A strong and stable shareholder structure guarantees our entrepreneurial independence and protects the long-term mindset that guides our decision-making. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com . SEI Trust Company (“STC”) is a non-depository trust company chartered under the laws of the Commonwealth of Pennsylvania, which provides trustee, custodial, operational and administrative services to various collective investment trusts. STC was formed in June 1989, is a wholly-owned subsidiary of SEI Investments Company and is regulated and examined by the Pennsylvania Department of Banking and Securities. The Trustee shall offer interests in each Trust only to parties who are eligible plans in a collective investment trust pursuant to applicable law, including, but not limited to, the applicable provisions of the Securities Act of 1933, the Investment Company Act of 1940 and the Pennsylvania Banking Code of 1965, as well as the terms of the offering documents for each specific trust. SEI Trust Company (the “Trustee”) serves as the Trustee and maintains ultimate fiduciary authority over the management of, and the investments made, in the Trust. The Trust is part of a Collective Investment Trust operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (SEI). The Trust is not a mutual fund, as defined under the Investment Company Act of 1940, as amended. As bank collective trusts, the Trust is exempt from registration as an investment company. The trust is managed by SEI Trust Company, the trustee, based on the investment advice of Vontobel Asset Management, the investment adviser to the Trust. Legal information This document is for information purposes only and does not constitute an offer of any kind. The services described in the document are supplied under the agreement signed with the service recipient. The nature, scope and prices of services and products may vary from one country to another and may change without notice at any time. Certain services and products are not available worldwide or from all companies of Vontobel. In addition, they may be subject to legal restrictions in certain countries. Contacts

SEI Investments

11 Investments

SEI has made 11 investments. Their latest investment was in BondCliQ as part of their Series A on January 1, 2022.

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SEI Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

1/11/2022

Series A

BondCliQ

$7.5M

Yes

7

6/5/2017

Series A

Advizr

$7.62M

Yes

3

3/14/2008

PIPE - II

Parkervision

$9.33M

No

6/14/2007

Unattributed VC - II

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$99M

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0

12/15/2006

Unattributed VC - II

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$99M

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0

Date

1/11/2022

6/5/2017

3/14/2008

6/14/2007

12/15/2006

Round

Series A

Series A

PIPE - II

Unattributed VC - II

Unattributed VC - II

Company

BondCliQ

Advizr

Parkervision

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Amount

$7.5M

$7.62M

$9.33M

$99M

$99M

New?

Yes

Yes

No

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Co-Investors

Sources

7

3

0

0

SEI Portfolio Exits

4 Portfolio Exits

SEI has 4 portfolio exits. Their latest portfolio exit was Advizr on July 11, 2019.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/11/2019

Acquired

$99M

3

6/18/2007

IPO

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$99M

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0

4/21/2006

IPO

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$99M

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0

6/20/2005

IPO

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$99M

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0

Date

7/11/2019

6/18/2007

4/21/2006

6/20/2005

Exit

Acquired

IPO

IPO

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

Acquirer

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Sources

3

0

0

0

SEI Acquisitions

6 Acquisitions

SEI acquired 6 companies. Their latest acquisition was Novus on November 12, 2021.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

11/12/2021

Growth Equity

$99M

Acquired

2

10/26/2021

Debt

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$99M

$99M

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10

10/21/2021

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$99M

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10

3/31/2021

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$99M

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10

7/6/2017

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$99M

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10

Date

11/12/2021

10/26/2021

10/21/2021

3/31/2021

7/6/2017

Investment Stage

Growth Equity

Debt

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

$99M

Note

Acquired

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Sources

2

10

10

10

10

SEI Fund History

2 Fund Histories

SEI has 2 funds, including SEI Global Private Assets V.

Closing Date

Fund

Fund Type

Status

Amount

Sources

7/8/2020

SEI Global Private Assets V

$315.05M

2

7/8/2020

SEI Global Private Assets V (P)

$99M

10

Closing Date

7/8/2020

7/8/2020

Fund

SEI Global Private Assets V

SEI Global Private Assets V (P)

Fund Type

Status

Amount

$315.05M

$99M

Sources

2

10

SEI Partners & Customers

10 Partners and customers

SEI has 10 strategic partners and customers. SEI recently partnered with University of York on April 4, 2022.

Date

Type

Business Partner

Country

News Snippet

Sources

4/25/2022

Partner

United Kingdom

1

3/16/2022

Client

United States

Republic Bank selects SEI Sphere cybersecurity solution

Republic Bank selects SEI cybersecurity solution .

1

3/7/2022

Client

United States

Republic Bank Selects SEI Sphere for Cybersecurity.

OAKS , Pa. , March 7 , 2022 -- SEI today announced that Republic Bank selected SEI to manage its cybersecurity operations .1 SEI provides comprehensive , cloud-based cybersecurity and IT solutions designed to protect and optimize enterprise technology and data , with services including 24x7 security operations , managed detection , response and remediation .

2

3/7/2022

Client

United States

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10

1/31/2022

Partner

Malaysia

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10

Date

4/25/2022

3/16/2022

3/7/2022

3/7/2022

1/31/2022

Type

Partner

Client

Client

Client

Partner

Business Partner

Country

United Kingdom

United States

United States

United States

Malaysia

News Snippet

Republic Bank selects SEI Sphere cybersecurity solution

Republic Bank selects SEI cybersecurity solution .

Republic Bank Selects SEI Sphere for Cybersecurity.

OAKS , Pa. , March 7 , 2022 -- SEI today announced that Republic Bank selected SEI to manage its cybersecurity operations .1 SEI provides comprehensive , cloud-based cybersecurity and IT solutions designed to protect and optimize enterprise technology and data , with services including 24x7 security operations , managed detection , response and remediation .

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Sources

1

1

2

10

10

SEI Team

20 Team Members

SEI has 20 team members, including current Chief Technology Officer, Sanjay K. Sharma.

Name

Work History

Title

Status

Sanjay K. Sharma

Chief Technology Officer

Current

John Steinmetz

Chief Technology Officer

Current

Jennifer Hickman Campisi

J.P. Morgan Chase & Co.

Chief Compliance Officer

Current

Russ Emery

Sanofi-Aventis, and PepsiCo

Chief Compliance Officer

Current

Bridget Sudall

Chief Compliance Officer

Current

Name

Sanjay K. Sharma

John Steinmetz

Jennifer Hickman Campisi

Russ Emery

Bridget Sudall

Work History

J.P. Morgan Chase & Co.

Sanofi-Aventis, and PepsiCo

Title

Chief Technology Officer

Chief Technology Officer

Chief Compliance Officer

Chief Compliance Officer

Chief Compliance Officer

Status

Current

Current

Current

Current

Current

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