1

SEI Investments Company (NASDAQ: SEIC)

Dennis McGonigle, Chief Financial Officer

Mark Samuels, Chief Marketing Officer

2018 KBW Mortgage Finance

& Asset Management Conference

May 31, 2018

2

We deliver innovative,

comprehensive solutions to help

clients achieve lasting success.

MISSION

3

SEI: Focus on long range sustainable growth

› Grow by adhering to SEI’s mission, values and proven business model.

› Overcome headwind trends and take advantage of tailwinds.

› Execute core businesses in existing markets with existing platforms.

› Expand business with existing clients by building new platforms.

› Enter or increase focus on adjacent financial markets with existing and new

platforms.

› Apply advanced technologies.

4

What is a Platform?

5

SEI: Grow using proven business model

Grow Organically › Focus on emerging client needs

› Deliver enterprise platforms

› Selective acquisitions to create organic growth

Engage Clients › Forge intimate client relationships

› Be a thought-leader

› “Win-win” pricing models

Enhance Financial

Strength

› Focus on sustainable growth in earnings-per-share

› Generate recurring revenue & predictable cash flows

› Maintain strong balance sheet

› Grow dividends and stock buy-backs

Innovate

› Long-term focus

› Capital investments are necessary to grow in new ways

› Foster collaborative, innovative, risk-taking culture

› Try to fail fast and learn from mistakes

› Be patient with new potential winners

6

1968 1980 1990 2000

SEI: A history of innovation and market expansion

Regions

Markets

Platforms

Innovations

Investment

Processing

Investment

Management SEI Wealth Platform

› Manager of Managers

› Fee-based advisor

Platform

› Back-office processing

› Globalization

› Invest idle cash

balances

› Asset allocation

› Goals-based investing

› OCIO & fiduciary management

› Total operations outsourcing

› Trust System

Investment

Manager

OCIO

Banks

2010

United States Canada EMEA, Asia Ireland U.K.

Investment Managers

Advisors

Institutional Investors

IWA’s

2017

7

United States

› Bank & advisory investment processing

› Institutional & HNW asset management

› Investment manager operations &

fund processing

South Africa Institutional

asset management

East Asia Hong Kong

Institutional & HNW asset

management

Canada Institutional/HNW asset

management

SEI today: global presence and services offered

Europe

United Kingdom

› Bank & advisory investment processing

› Institutional & HNW asset management

Netherlands

Institutional asset management

Ireland Investment manager operations &

fund processing

Major Operations Center

Oaks, PA, United States

Major Operations Centers

› London, United Kingdom

› Dublin, Ireland

8

SEI: Existing markets

Private Banks

› Global banks & other wealth managers

› U.S. banks & other wealth managers

› U.K. banks & other wealth managers

› U.K. PCIMs

Investment Advisors

› Affiliated RIAs

› Broker-dealers

Institutional Investors

› North American DB corporate sponsors

› U.K. DB corporate sponsors

› Hospitals

› Taft-Hartley plan sponsors

› Public funds

Investment Managers

› Traditional investment managers

› Global investment managers

› Hedge fund managers

› Private equity managers

› Real Estate managers

Investment in New Businesses

› Ultra-high-net-worth investors

9

SEI: Execute core businesses in

existing markets with existing platforms

Private Banks

Investment Advisors

Institutional Investors

Investment Managers

Ultra-high net-worth

investors (INB segment)

10

SEI: Expand business with

existing markets by building new platforms

Private Banks

Investment Advisors

Institutional Investors

Investment Managers

Ultra-high net-worth

investors (INB segment)

11

SEI: Enter or increase focus on adjacent financial

markets with existing and new platforms

Independent RIAs

DC plan sponsors

Foundations & endowments

Large global wealth managers

Family offices

NEW MARKETS

12

SEI: Enter or increase focus on adjacent financial

markets with existing and new platforms

Independent RIAs

DC fund sponsors

Foundations

and endowments

Large global

wealth managers

Family Offices

NEW MARKETS EXISTING PLATFORMS NEW PLATFORMS

13

SEI: Plan

Summary

14

SEI: Investing in the future

We are committed to make

capital investments to drive growth

Target 8-10 percent of revenues

for platform development

15

SEI: Apply advanced technologies

›Robotics

›Data analytics

›Blockchain

›Artificial intelligence

›Front-end technologies

› Infrastructure

16

SEI financial highlights

$288 $319 $332 $334

$404

2013 2014 2015 2016 2017

Net income attributable to SEI ($m)

1,126 1,266

1,334 1,402

1,527

2013 2014 2015 2016 2017

Revenue ($m)

351 375 406

434 460

2013 2014 2015 2016 2017

Net cash from operating activities ($m)

207 276 291 292

248

34

74 80 85 89

2013 2014 2015 2016 2017

Return of capital to shareowners ($m)

Stock purchases Dividends paid

241

350 371 377 337

SEIC appreciation

(approximate) as of May 15, 2018

1 year 26%

5 years 113%

10 years 178%

Since IPO 25,788%

(1981)

92 99 103 134

155

31 35 29 50 61

2013 2014 2015 2016 2017

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 May 15, 2018.

8.2% 7.8% 7.7% 9.6% 10.2%

17

seic.com

SEI platform overviews

and additional information

18

INFRASTRUCTURE

SERVICES

Business continuity, hosting,

information security, release

management, production

services, system administration

Infrastructure Services Business continuity, hosting,

information security, release

management, production

services, system administration

Business

Management Services MI reporting, SLA/KPI tracking,

audit reporting, data integration,

document management,

professional services

Investment Processing Services Asset services, cash management,

corporate actions, custody, reconcilement,

settlement, fee & tax processing

End Client

› 360º view of relationships

› Prospect management

› Dashboard & reporting

› Portfolio planning & proposals

› Alerts & monitoring

› Tasks & activities

Wealth Advisory › Portfolio structure

› Manager research and selection

› Dynamic asset management

Wealth Administration › Multi-level risk analysis & reporting

› Consolidated portfolio analysis & reporting

› Stress testing

Asset Management › End-client website

› End-client statements

› Tax reporting

› Confirms/advices

Private Banks: Enterprise wealth management

SEI Wealth PlatformSM

19

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

20

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

21

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

22

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

23

Forward Looking Statements

This presentation may include "forward-looking statements," and

discussions about future operations, strategies and financial

results. Future revenues and income could differ from expected

results. We have no obligation to publicly update or correct any

statements herein as a result of future developments. You should

refer to our periodic SEC filings for a description of various risks

and uncertainties that could affect our future financial results.

24

seic.com

Thank you