SEI Launches Three Active ETFs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 10 2024
0mins
Should l Buy SEIC?
Source: Newsfilter
Launch of New ETFs: SEI has introduced three active exchange-traded funds (ETFs) to enhance its large cap strategies, providing investors with diversified solutions across core equity asset classes, including small cap, international, and emerging markets.
Integrated Management Approach: The new ETFs utilize a hybrid investment strategy that combines SEI's quantitative models with high-conviction portfolios from third-party sub-advisors, aiming to improve investment outcomes, reduce volatility, and offer greater flexibility for financial advisors.
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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: 91.700
Low
102.00
Averages
109.75
High
120.00
Current: 91.700
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.
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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.
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Focus on Wealth and Retirement: The collaboration will specifically target wealth management and retirement channels to expand market reach.
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- Stratos Integration Contribution: Stratos contributed nearly $20 million in revenue and $3 million in operating profit in Q1, marking continued expansion in the asset management sector, while all other businesses also achieved year-over-year revenue growth and margin expansion.
- Future Outlook: Although no specific earnings guidance was provided, management expects margins to improve with revenue and sales growth, particularly as IMS revenue is anticipated to continue increasing over the next 15 months, with a return to normal margins expected by mid-2027.
See More
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- Significant Revenue Growth: The company achieved revenues of $622.18 million in Q1, marking a 12.8% year-over-year increase and surpassing market expectations by $11.95 million, showcasing successful sales and market expansion efforts that solidify its market position.
- Sustained Sales Momentum: SEI Investments continues to demonstrate strong sales momentum in 2026, particularly following record results in Q4 2025, indicating the effectiveness of its strategic focus and robust market demand.
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