SEI Investments Company (NASDAQ: SEIC)

Investor Presentation

July 29, 2019

2 ©2019 SEI

About SEI

3 ©2019 SEI

SEI: A leading global provider of technology-driven

wealth and investment management solutions

We deliver platform-based solutions and financial technologies –

encompassing front–, middle– and back–offices – to help clients achieve

lasting success.

4 ©2019 SEI

SEI: A leading technology and business innovator in the

wealth management industry for over 50 years

5 ©2019 SEI

SEI: Existing markets

6 ©2019 SEI

SEI: Well positioned in the fintech ecosystem

7 ©2019 SEI

SEI: Focus on long-range sustainable growth

8 ©2019 SEI

SEI: Grow using proven business model

9 ©2019 SEI

SEI: Positioned to help clients navigate industry trends

10 ©2019 SEI

SEI: Enter or increase focus on adjacent financial

markets with existing and new platforms

Independent RIAs

DC fund sponsors

Large global

wealth managers

Family Offices

NEW MARKETS EXISTING PLATFORMS NEW PLATFORMS

11 ©2019 SEI

SEI: Plan

Summary

12 ©2019 SEI

SEI: Apply advanced technologies

13 ©2019 SEI

SEI: Financial highlights

$319 $332 $334 $404

$506

2014 2015 2016 2017 2018

Net income ($m)

1,266 1,334 1,402

1,527 1,624

2014 2015 2016 2017 2018

Revenue ($m)

375 406 434 460

588

2014 2015 2016 2017 2018

Net cash from operating activities ($m)

276 291 292 248

405

74 80 85 89

94

2014 2015 2016 2017 2018

Return of capital to shareowners ($m)

Stock purchases Dividends paid

350 371 377

337

499

SEIC price appreciation

(approximate) as of July 29, 2019

YTD 32%

1 year (36%)

5 years 69%

10 years 218%

Since IPO 31,118%

(1981)

99 103 134

155 159

31 35 50 61 44

2014 2015 2016 2017 2018

Research and Development ($m)

Research and development expenditures

Capitalized software development costs

R & D as a percent of revenue

Source: Financial highlights, company filings; SEIC Appreciation, Yahoo Finance, July 29, 2019.

7.8% 7.7% 9.6% 10.2% 9.8%

SEI platform overviews

and additional

information

15 ©2019 SEI

Integrated services and processes

Infrastructure Services Data Integration | Business Continuity | Hosting | Info Security | Release Management | Production Services | System Administration

Back Office Services Custody | Asset Services | Cash Settlement | Trade Settlement | Corp Actions | Reconciliation | Tax Processing | Aggregation

Information Management Services

Audit & Regulatory | Document Management | Reporting | SLA Management

Front Office Services

Advisor Dashboards

Prospecting, Proposal & IPS

Client Reporting Packages

Client Website & Mobile App

Statements

S

Investment Management

Model Management

Asset Allocation

Trade Order Management

Managed Accounts

Performance Measurement

Investment Compliance

Middle Office Services

Client & Account Maintenance

Cash Processing

Fee Processing

Asset Transfer

IRA Administration

Special Assets

Private Banks: Enterprise wealth management

SEI Wealth PlatformSM

16 ©2019 SEI

Private Banks: Asset management distribution

Custom investment management solutions

Turnkey

Investment

Strategies › Actively managed

› Manager research

› Manager selection

› Portfolio construction

Goals-based

Tools & technology

Manager

Research › Research

› Selection

› Engagement

› Oversight

Funds

Solutions › Goals-based

› Traditional

Separately

Managed

Accounts

SEI Platforms

Custom Asset Allocation Advice › manager research +

portfolio construction

= actively managed

strategies

Comprehensive

› Turn-key strategies

› Goals-based or

Traditional

› Customized solutions

Flexible

› Branding

› Implementation

› Infrastructure

17 ©2019 SEI

Independent Advisor

Front Office allows SEI

clients to utilize industry

leading third party tools

in a fully integrated

ecosystem.

CRM

Financial Planning

Proposals

Client Reporting

Firm Reporting

Portfolio Management

Tax Management

Aggregation

Rebalancing

Custody

Investment Advisors

Flexible turnkey asset management solution

SEI Wealth Platform + asset management platform

› Full custody platform

with middle office

› Single system

architecture with

extendable integration

› Integrated

front/middle office

technologies with

workflow

› Full range of

investment products

and securities

18 ©2019 SEI

Institutional Investors

Outsourced Chief Investment Officer (OCIO) Platform

+ asset management platform Strategic Advice › Goal setting & monitoring

› Asset / liability study

› Investment policy formulation

Goals-based Reporting › Reconciliation of funded status

› Pension surplus decomposition

› Attribution of interest rate changes

Active Liability Driven Investing (LDI) › Active management relative to liabilities

› Glidepath optimization

› Capital market point of view

Investment Management › Portfolio structure

› Manager research & selection

› Dynamic asset management

Risk Management & Monitoring › Multi-level risk analysis & reporting

› Consolidated portfolio analysis & reporting

› Stress testing

19 ©2019 SEI

Investment Managers

Investment Managers Platform

Fund

operations

Distribution

services

Regulatory and

Compliance

Investment

operations

Risk management

Dashboards - Manager

- Investor

Best-of-breed

Technology

Engines

Flexible, integrated

handling of:

› Fund Administration

› Fund Accounting

› Investment Operations /

Middle Office

› Information Management

› Workflow/Process

Management

› Risk Management

Analytics

› Regulatory and

Compliance

20 ©2019 SEI

Forward-Looking Statements

This presentation contains forward-looking statements within the meaning of the rules and regulations of the Securities and

Exchange Commission. In some cases you can identify forward-looking statements by the words ‘‘may’’, ‘‘will’’, ‘‘expect’’,

‘‘believe’’ and ‘‘continue’’ or ‘‘appear.” Our forward-looking statements include discussions about future operations,

strategies and financial results, including our:

• position in the fintech ecosystem,

• focus on long-term growth,

• our growth strategies,

• the new and adjacent platforms on which we will focus and seek to invest,

• the degree to which we will apply advanced technologies, and

• the degree to which we our strategies will create opportunities for growth and value.

You should not place undue reliance on our forward-looking statements as they are based on the current beliefs and

expectations of our management and subject to significant risks and uncertainties many of which are beyond our control or

are subject to change. Although we believe the assumptions upon which we base our forward-looking statements are

reasonable, they could be inaccurate. Some of the risks and important factors that could cause actual results to differ from

those described in our forward-looking statements can be found in the “Risk Factors” section of our Annual Report on

Form 10 –K for the year ended December 31, 2018, filed with the Securities and Exchange Commission and available on our

website at https://www.seic.com/investor-relations and on the Securities and Exchange Commission’s website

(www.sec.gov). There may be additional risks that we do not presently know or that we currently believe are immaterial

which could also cause actual results to differ from those contained in our forward-looking statements. We do not

undertake to update the forward-looking statements to reflect the impact of circumstances or events that may arise after the

date of the forward-looking statements.

Thank you