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) 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.
SEI (SEIC) announced enhanced integrated tax management capabilities for separately and unified managed accounts, aimed at improving portfolio personalization and after-tax outcomes for investors.
The updates expand the tax-management framework to include eligible mutual funds* alongside ETFs and individual securities, broaden options for transitioning portfolios with significant unrealized gains, and allow advisors to set specific annual net realized gains targets. The company said these tools support coordinated tax-loss harvesting, wash-sale awareness, portfolio optimization, and reporting as demand for scalable, tax-aware investing grows.
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.