SEI Investments Company reports developments across financial technology, operations and asset management services for the financial services industry. News about SEIC commonly covers quarterly results, client outsourcing demand, wealth-management infrastructure, fund administration, asset management activity and professional services.
Recurring company updates include new client selections for the SEI Wealth Platform, expansion of SEI Access for alternative investments, digital onboarding for collective investment trusts, private-market and retirement-channel partnerships, and enterprise automation initiatives. SEI also issues investor conference updates and earnings-call materials tied to its operating performance and service platforms.
SEI (NASDAQ: SEIC) was selected by Thompson, Siegel & Walmsley to support its international equity mutual fund launched on November 4, 2026.
The TSW International Equity Fund (TSWWX) marks TSW's return to SEI's Advisors' Inner Circle Fund platform and restores its international equity strategy as a standalone mutual fund. The strategy invests across developed non-U.S. markets using a relative-value approach. SEI provides the fund's governance, administration, transfer agency and distribution support. The platform supported 44 clients and 127 funds as of September 30, 2026.
SEI (SEIC) and Carlyle (CG) launched the SEI Carlyle Private Markets Fund, bringing private-market investments to wealth investors through one fund. PRVTX is a closed-end interval fund covering private equity, secondaries, private credit, real estate and collateralized loan obligations, which pool loans into securities.
SEI is the investment adviser and retains sole investment discretion, including allocation and liquidity management. Carlyle manages, sponsors or advises underlying private-market products but does not advise the fund itself. SEI also contributes exposure through its collateralized loan obligation capabilities. The launch builds on the firms' relationship announced earlier this year.
IBM (IBM) and Microsoft (MSFT) announced Imagine Enterprise, an AI agent platform designed to support industry-specific business processes.
IBM Consulting contributes more than 6,000 pre-built AI agents and assets, while Microsoft supplies AI, data, cloud and security technologies. The platform is designed to connect with existing enterprise systems and provide controls for managing AI agents. Initial industry frameworks cover financial services, insurance and retail. Engineering support from both companies is available for qualifying engagements. Clients can engage IBM Consulting to deploy and operate the platform or collaborate on enterprise-scale implementations.
SEI (NASDAQ: SEIC) launched the SEI Charitable Fund, a donor-advised fund powered by TIFIN Give and sponsored by GiveClear Foundation.
The fund adds charitable giving to SEI's wealth management platform. SEI says it is designed to help advisors incorporate philanthropy into clients' wealth, tax, estate, and legacy planning, with digital fund administration and family giving discussions.
The launch builds on SEI's investment in TIFIN, first announced in 2024. Earlier in 2026, the companies announced a partnership under which TIFIN Give provides a donor-advised fund solution branded for SEI's bank and affiliated wealth clients.
SEI (NASDAQ:SEIC) launched the SEI Pathfinder Portal to support financial advisors with business planning throughout their firms’ lifecycles. The portal combines estimated business valuations, succession and continuity planning tools, educational resources, and advisor networking.
SEI says the portal is designed to help advisors assess their firms and turn long-term goals into documented plans. Advisors can also conduct sensitive research, securely communicate and share documents, and explore potential connections anonymously before choosing to engage.
SEI (NASDAQ:SEIC) reported third-quarter 2026 diluted earnings per share of $1.38, up 6% from the same quarter last year. Revenue rose 14% to $662.043 million, operating income increased 24% to $197.999 million, and operating margin reached 30%, versus 28%. Net income attributable to SEI increased 2% to $168.258 million. Adjusted diluted EPS rose 24% to $1.64.
Net sales events totaled $46.8 million, bringing the year-to-date total to $157.4 million. Investment Advisors revenue grew 26%, while Institutional Investors revenue fell 2%. Results included a $32.5 million one-time charge associated with the Stratos termination agreement to purchase its Mexican subsidiary, NSC. SEI repurchased $215.1 million of shares and ended the quarter with $399.8 million in cash. On October 20, the board added $800 million to the repurchase program, leaving approximately $926 million authorized.
SEI (NASDAQ: SEIC) appointed Kristie Edling-Day as Chief Information Officer, reporting to Chief Executive Officer Ryan Hicke. She will lead enterprise technology and product strategy and operations, including digital transformation, platform modernization and cybersecurity governance. Edling-Day will also oversee the firm's multi-year technology and product roadmap. She most recently served as CIO for Advisor Technology and Enterprise Production Operations at LPL Financial.
SEI (NASDAQ: SEIC) plans to release its third-quarter 2026 earnings after the market closes on October 21, 2026. A conference call to discuss the results will begin at 5 p.m. Eastern time. A live webcast will be available on SEI's Investor Relations website, with a replay posted after the call.
SEI (SEIC) has entered into an agreement with Intercontinental Exchange (ICE) to use ICE ETF Hub for exchange-traded product order management. The integration will support the creation and redemption of exchange-traded products (ETPs), processes used to issue and withdraw their shares. SEI expects the integration to improve the efficiency, scalability and reliability of its order management capabilities.
ICE ETF Hub connects more than 250 issuers and more than 55 authorized participants, alongside market makers, and supports more than 1,800 ETPs. The platform surpassed $5 trillion in cumulative notional volume processed as of the second quarter of 2026.
SEI (NASDAQ: SEIC) has opened a Singapore office to extend its global operations and support clients across Asia-Pacific. Initial offerings will include asset servicing, professional services, and distribution of SEI's UCITS investment funds.
SEI expects to expand regional capabilities and introduce additional locally relevant products as client adoption accelerates, alongside broader asset management, technology, operations, and professional services offerings. Connall McGuckian has been named Managing Director, Head of Singapore, responsible for driving Asia-Pacific growth. He joins from State Street Singapore, where he most recently led operations for Alternatives Investment Solutions in Asia-Pacific.