AllAnalyst Report
logoMorningstarApril 22, 2021

SEI Investments Company: Equity Bull Market a Boost for SEI and Continued Strength in the Firm's Investment Managers Unit

Symbols
SEIC
Sector(s)
Financial Services
Rating
Current Price
$63.27
Fair Value
Economic Moat
Stewardship
Summary

SEI Investments provides investment processing, management, and operations services to financial institutions, asset managers, asset owners, and financial advisors in four material segments: private banks, investment advisors, institutional investors, and investment managers. SEI also has a minority interest in LSV Asset Management, a value equity asset manager with about $94 billion in assets under management. As of Dec. 31, 2020, SEI (including LSV) manages, administers, or advises on about $1.2 trillion in assets.

Subscribe to Yahoo Finance Plus Essential for full access
Exclusive reports, detailed company profiles, and best-in-class trade insights to take your portfolio to the next level
Try it Free

Analyst Profile

Rajiv Bhatia

Equity Analyst
Rajiv Bhatia is an equity analyst on the financials team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. His areas of focus include custody banks, credit bureaus, and life insurers.Before joining Morningstar in 2019, Bhatia spent four years analyzing financial technology stocks for clients at Raymond James.Bhatia holds a bachelor's degree in applied mathematics and economics from Northwestern University as well as a master's degree in finance from Washington University in Saint Louis. He also holds the Chartered Financial Analyst® designation.