Welcome to our dedicated page for SEI Investments news (Ticker: SEIC), a resource for investors and traders seeking the latest updates and insights on SEI Investments stock.
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 (SEIC) released proprietary 2026 survey findings showing a disconnect between financial advisors’ efforts to consolidate client assets and wealthy investors’ perceptions of those efforts.
While 95% of advisors say they try to consolidate client assets and 81% claim to offer household portfolio management, 71% of high-net-worth investors say their advisor has never asked to manage a greater share of their assets. The research highlights household portfolio management, or unified managed household (UMH), as a way to manage all client accounts as one portfolio, improving tax efficiency, asset location, rebalancing, withdrawals, and long-term wealth planning.
Among investors, 88% keep some assets away from their primary advisor, and 46% say demonstrated tax savings would motivate consolidation. Advisors providing household-level services spend an average of 48 hours per month on related tasks, rising to 65–67 hours for the largest and wealthiest books, with 30% citing lack of technology and data as key barriers.
Constitution Capital Partners announced the launch of the Constitution Capital Horizon CIT, a multi-manager private equity collective investment trust designed for defined contribution plans. Horizon starts with over $50 million in initial assets across 18 retirement plans, with near-term commitments expected to bring total plan assets to over $1 billion.
Horizon provides diversified private equity exposure via primary fund investments and direct co-investments, supported by a dedicated liquidity sleeve tailored to daily DC activity. SEI Trust Company, a subsidiary of SEI Investments (NASDAQ: SEIC), serves as trustee, while availability at launch is through professionally managed retirement products on the Principal Financial Group (NASDAQ: PFG) 401(k) recordkeeping platform.
SEI (NASDAQ:SEIC) announced a strategic partnership with Zocks, an AI assistant platform built for financial advisors, to expand SEI's advisor services ecosystem. The collaboration is intended to help advisory firms automate workflows such as meeting preparation, notes, client follow-up, CRM and planning updates, onboarding, and client intelligence.
According to SEI, the relationship will also focus on advisor education, thought leadership, webinars, and adoption resources to support purposeful AI implementation. SEI reported approximately $2.1 trillion in assets managed, advised, or administered as of June 30, 2026.
SEI (NASDAQ:SEIC) launched the SEI Ang Research Enhanced U.S. Large Cap ETF (NASDAQ: ANGU), designed to provide broad U.S. large-cap equity exposure using a benchmark-aware, research-enhanced approach. The fund seeks to track the total return of the iSTOXX Ang Research Enhanced U.S. Large Cap Index before fees and expenses.
The index, created by STOXX Ltd. in collaboration with factor investing specialist Dr. Andrew Ang, applies value, quality, momentum, and other factor signals with dynamic weighting and risk controls. ANGU expands SEI's ETF lineup and reflects its quantitative investing heritage.
WTW (NASDAQ:WTW) and SEI (NASDAQ:SEIC) expanded their strategic relationship to develop private markets solutions for U.S. 401(k) and broader defined contribution plans. The collaboration combines WTW's investment research, due diligence, and portfolio implementation with SEI Trust Company's collective investment trust (CIT) trustee, operational, and administrative capabilities.
According to SEI and WTW, the firms aim to design retirement-focused CIT and evergreen structures that broaden access to private markets, including strategies such as private credit, while addressing the operational, governance, liquidity, scale, and risk-management needs of defined contribution plan sponsors and participants.
SEI Investments (NASDAQ: SEIC) reported second-quarter 2026 revenue of $641.6 million, up 15% year over year, with GAAP income from operations rising 33% to $197.0 million and operating margin improving to 31%. Net income attributable to SEI decreased 14% to $195.7 million, and diluted EPS declined 11% to $1.59. On a non-GAAP basis, adjusted income from operations grew 36% to $207.0 million, adjusted operating margin reached 32%, and adjusted diluted EPS increased 38% to $1.66.
By segment, revenues grew 17% for Investment Managers, 11% for Private Banks, and 30% for Investment Advisors, while Institutional Investors revenue rose 1%. Q2 net sales events totaled $43.5 million, including $32.6 million of recurring sales, led by $32.0 million from Investment Managers and $10.1 million from Private Banks. Assets under management increased 9.5% to $606.7 billion, and SEI repurchased 1.3 million shares for $112.4 million at an average price of $86.92 per share.
SEI (NASDAQ:SEIC) launched the SEI QiM U.S. Equity Factor Allocation Active ETF (NASDAQ:SEUS) on July 14, 2026, introducing an actively managed core U.S. equity ETF that applies SEI’s existing U.S. Equity Factor Allocation strategy in a single-ticker format.
Managed by SEI’s Quantitative Investment Management (QiM) team, SEUS uses a dynamic active factor allocation approach that combines factor tilts, active stock selection, and disciplined risk management within a diversified equity portfolio. According to SEI, QiM oversees more than $30 billion in quantitative strategies as of March 31, 2026, and SEUS leverages this proprietary factor research, integrated risk models, and portfolio oversight in a transparent, cost-effective, and tax-efficient ETF structure.
SEI (NASDAQ: SEIC) will release its second-quarter 2026 earnings on Wednesday, July 22, 2026, after the market closes.
The company will host a conference call at 5 p.m. Eastern Time, with live webcast and replay available via its investor relations website and phone dial-in options.
SEI (NASDAQ:SEIC) launched SEI Transfer Agency and Registry Services, an SEC-registered transfer agency supporting U.S. traditional and alternative asset managers offering SEC-registered, retail-distributed funds.
The business extends SEI’s institutional transfer agency, which services more than 1,100 funds representing $395 billion in AUM, and uses Envision’s configurable technology to target fast-growing semi-liquid alternative funds.
SEI (NASDAQ:SEIC) appointed Rob Wrzesniewski as Head of Stratos Technology within its Asset Management business, effective June 23, 2026. Reporting to SEI Chief Product Officer Jeff Benfield and Stratos CEO Jeff Concepcion, he will lead advisor technology oversight, platform alignment, and long-term capability development.
The role spans SEI and Stratos platforms, aiming to ensure scalable, resilient advisor-facing technology and tighter integration with SEI’s broader technology ecosystem. This supports SEI’s strategic investment in Stratos Wealth Holdings and a shared focus on advisor independence, choice, and flexibility.