SEI Appoints New CIO to Advance Asset Management Strategy
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 46 minutes ago
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Source: Newsfilter
- Executive Appointment: SEI announced the appointment of Nathan Shetty as Chief Investment Officer, effective June 1, 2026, where he will lead the global investment organization and advance the company's asset management strategy, focusing on delivering scalable, customized investment solutions for institutional and wealth clients.
- Extensive Experience: Shetty brings over 20 years of experience in leading global multi-asset investment businesses, having most recently served as Senior Managing Director at Nuveen Asset Management, where he was responsible for designing and managing a broad range of global multi-asset solutions, showcasing his deep expertise in the investment field.
- Development of Investment Platform: As CIO, Shetty will drive the evolution of SEI's investment platform across research, portfolio management, operations, and strategic partnerships, supporting the delivery of differentiated, risk-aware, customized solutions that help clients navigate complexity and achieve long-term outcomes.
- Market Adaptability: Shetty emphasized that SEI's investment expertise, platform scale, and client-centric approach create a strong foundation for delivering differentiated outcomes in a complex market environment, reflecting the company's strategic commitment to adapting to evolving client needs.
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Analyst Views on SEIC
Wall Street analysts forecast SEIC stock price to rise
5 Analyst Rating
4 Buy
1 Hold
0 Sell
Strong Buy
Current: 90.760
Low
102.00
Averages
109.75
High
120.00
Current: 90.760
Low
102.00
Averages
109.75
High
120.00
About SEIC
SEI Investments Company is a global provider of financial technology, operations, and asset management services within the financial services industry. Its segments include Private Banks, Investment Advisors, Institutional Investors, Investment Managers, and Investments in New Businesses. Its Investment Managers segment provides an outsourced investment management operating platform to alternative and traditional asset managers, fund companies, and sovereign wealth funds. The Institutional Investors segment provides outsourced chief investment officer solutions, including investment management and administrative outsourcing platforms, to retirement plan sponsors, healthcare systems, higher education and other not-for-profit organizations worldwide. The Investment Advisors segment provides investment management and investment processing platforms to affluent investors through a network of independent registered investment advisors and other investment professionals in the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
SEI Appoints New CIO to Advance Asset Management Strategy
- Executive Appointment: SEI announced the appointment of Nathan Shetty as Chief Investment Officer, effective June 1, 2026, where he will lead the global investment organization and advance the company's asset management strategy focused on scalable, customized investment solutions for institutional and wealth clients.
- Extensive Experience: Shetty brings over 20 years of leadership experience in global multi-asset investment businesses, having served as Senior Managing Director at Nuveen Asset Management, where he was responsible for designing and managing a wide range of global investment solutions, showcasing his ability to create customized solutions in complex market environments.
- Investment Platform Development: As CIO, Shetty will drive the development of SEI's investment platform across research, portfolio management, operations, and strategic partnerships, supporting the delivery of differentiated, risk-aware solutions designed to help clients navigate complexity and achieve long-term outcomes.
- Client-Centric Focus: Michael Lane, Head of SEI's Asset Management business, emphasized that Shetty's leadership will propel the company's strategy forward, enhancing its ability to meet evolving client needs and ensuring the delivery of investment capabilities aligned with client expectations.
See More
SEI Appoints New CIO to Advance Asset Management Strategy
- Executive Appointment: SEI announced the appointment of Nathan Shetty as Chief Investment Officer, effective June 1, 2026, where he will lead the global investment organization and advance the company's asset management strategy, focusing on delivering scalable, customized investment solutions for institutional and wealth clients.
- Extensive Experience: Shetty brings over 20 years of experience in leading global multi-asset investment businesses, having most recently served as Senior Managing Director at Nuveen Asset Management, where he was responsible for designing and managing a broad range of global multi-asset solutions, showcasing his deep expertise in the investment field.
- Development of Investment Platform: As CIO, Shetty will drive the evolution of SEI's investment platform across research, portfolio management, operations, and strategic partnerships, supporting the delivery of differentiated, risk-aware, customized solutions that help clients navigate complexity and achieve long-term outcomes.
- Market Adaptability: Shetty emphasized that SEI's investment expertise, platform scale, and client-centric approach create a strong foundation for delivering differentiated outcomes in a complex market environment, reflecting the company's strategic commitment to adapting to evolving client needs.
See More
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- Strategic Investment: This acquisition follows SEI's strategic investment in Stratos, aimed at supporting advisors' long-term growth and succession planning through a structured partnership model, thereby enhancing enterprise value.
- Advisor Support: Stratos partners with advisors through aligned investments, providing expanded resources and operational support, enabling them to maintain leadership while gaining a stronger operational framework and strategic resources to meet increasingly complex market demands.
- Diverse Practices: The 11 participating practices encompass a diverse structure from individual advisors to multi-advisor teams, indicating Stratos's commitment to establishing long-term partnerships in the advisory sector to achieve shared growth objectives and operational scale.
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- Declining Profitability: The company's earnings per share have dropped by an annualized 18.6% over five years, reflecting a continuous deterioration in profitability, and combined with its cash-burning history, raises doubts about the sustainability of its business model.
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- Strong Performance of SEI Investments: SEI Investments boasts a net cash position of $352.8 million, accounting for 3.4% of its market cap, with a respectable 9.9% annual sales growth, and its share buybacks have accelerated earnings per share growth, demonstrating effective management capabilities.
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SEI Investments SEIC Q1 2026 Earnings Transcript
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SEI Appoints New CIO to Advance Asset Management Strategy
- Executive Appointment: SEI announced the appointment of Nathan Shetty as Chief Investment Officer, effective June 1, 2026, where he will lead the global investment organization and advance the company's asset management strategy focused on scalable, customized investment solutions for institutional and wealth clients.
- Extensive Experience: Shetty brings over 20 years of leadership experience in global multi-asset investment businesses, having served as Senior Managing Director at Nuveen Asset Management, where he was responsible for designing and managing a wide range of global investment solutions, showcasing his ability to create customized solutions in complex market environments.
- Investment Platform Development: As CIO, Shetty will drive the development of SEI's investment platform across research, portfolio management, operations, and strategic partnerships, supporting the delivery of differentiated, risk-aware solutions designed to help clients navigate complexity and achieve long-term outcomes.
- Client-Centric Focus: Michael Lane, Head of SEI's Asset Management business, emphasized that Shetty's leadership will propel the company's strategy forward, enhancing its ability to meet evolving client needs and ensuring the delivery of investment capabilities aligned with client expectations.
See More
SEI Appoints New CIO to Advance Asset Management Strategy
- Executive Appointment: SEI announced the appointment of Nathan Shetty as Chief Investment Officer, effective June 1, 2026, where he will lead the global investment organization and advance the company's asset management strategy, focusing on delivering scalable, customized investment solutions for institutional and wealth clients.
- Extensive Experience: Shetty brings over 20 years of experience in leading global multi-asset investment businesses, having most recently served as Senior Managing Director at Nuveen Asset Management, where he was responsible for designing and managing a broad range of global multi-asset solutions, showcasing his deep expertise in the investment field.
- Development of Investment Platform: As CIO, Shetty will drive the evolution of SEI's investment platform across research, portfolio management, operations, and strategic partnerships, supporting the delivery of differentiated, risk-aware, customized solutions that help clients navigate complexity and achieve long-term outcomes.
- Market Adaptability: Shetty emphasized that SEI's investment expertise, platform scale, and client-centric approach create a strong foundation for delivering differentiated outcomes in a complex market environment, reflecting the company's strategic commitment to adapting to evolving client needs.
See More
Stratos Wealth Holdings Acquires 11 Partner Practices with $4.8 Billion in Client Assets
- Acquisition Scale: Stratos Wealth Holdings has completed the acquisition of 11 partner practices, representing approximately $4.8 billion in total client assets, highlighting the company's strategic decision to expand its market share in the advisory industry.
- Strategic Investment: This acquisition follows SEI's strategic investment in Stratos, aimed at supporting advisors' long-term growth and succession planning through a structured partnership model, thereby enhancing enterprise value.
- Advisor Support: Stratos partners with advisors through aligned investments, providing expanded resources and operational support, enabling them to maintain leadership while gaining a stronger operational framework and strategic resources to meet increasingly complex market demands.
- Diverse Practices: The 11 participating practices encompass a diverse structure from individual advisors to multi-advisor teams, indicating Stratos's commitment to establishing long-term partnerships in the advisory sector to achieve shared growth objectives and operational scale.
See More
SEI and Carlyle Strengthen Collaboration to Broaden Access to Private Markets in Wealth and Retirement Sectors
Partnership Announcement: SEI and Carlisle have formed a partnership aimed at enhancing access to private market investments.
Focus on Wealth and Retirement: The collaboration will specifically target wealth management and retirement channels to expand market reach.
See More
Companies with Cash but Limited Growth Potential
- Azenta's Financial Struggles: Azenta holds a net cash position of $355.2 million, representing 29.1% of its market cap, yet its sales have declined by 2.7% over the past two years, indicating adverse market trends that may hinder future investment appeal.
- Declining Profitability: The company's earnings per share have dropped by an annualized 18.6% over five years, reflecting a continuous deterioration in profitability, and combined with its cash-burning history, raises doubts about the sustainability of its business model.
- American Superconductor's Growth Potential: American Superconductor has a net cash position of $137.3 million, or 6% of its market cap, and has achieved an impressive 43.7% annual revenue growth over the last two years, showcasing its increasing market share and financial self-sustainability.
- Strong Performance of SEI Investments: SEI Investments boasts a net cash position of $352.8 million, accounting for 3.4% of its market cap, with a respectable 9.9% annual sales growth, and its share buybacks have accelerated earnings per share growth, demonstrating effective management capabilities.
See More
SEI Investments SEIC Q1 2026 Earnings Transcript
See More
