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MFWire: SEI Funds, SAAT Funds, SIIT Funds, SIMT Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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SEI Investments
One Freedom Valley Drive
Oaks, PA  19456
Google Maps

Contact
Main Phone: 610-676-1270
Web Site: http://www.seic.com

Mutual Fund Brand(s)
SEI Funds, SAAT Funds, SIIT Funds, SIMT Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    Publicly-traded SEI Investments Company (SEIC on the Nasdaq) offers a variety of back-office asset management, operations and processing solutions in the wealth management space. It also boasts its own, sub-advised, no-load mutual fund family, managed by SEI Investments Management Corporation.

    According to Morningstar, as of January 2012 the SAAT, SEI, SIIT and SIMT funds boasted about $26.949 billion in non-money market mutual fund assets.
    SEI Investments logo

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    Key People:
    Al West
    Chairman, CEO, Founder, SEI
    Steve Meyer
    Executive Vice President, Head of Investment Manager Services, SEI Investments
    Eric Kleinschmidt
    Director of Investments Fund Accounting, SEI Investments
    Robert Nesher
    Chairman, SEI Mutual Funds
    Timothy Barto
    General Counsel, SEI Investments Management Corporation
    John McCue
    Vice President, Director of Portfolio Implementation, SEI Investments Management Corporation
    Russell Emery
    Chief Compliance Officer, SEI Funds, Advisors Inner Circle Funds
    Mark Samuels
    EVP, Chief Marketing Officer, SEI Investments
    Kevin Barr
    Executive Vice President, Investment Management Unit, SEI Investments
    Bob Crudup
    Executive Vice President for Information Technology, Investment Operations, and Product Management, SEI Investments
    Jeff Klauder
    Executive Vice President, General Counsel, SEI Investments
    Ed Loughlin
    Executive Vice President, Institutional Group, SEI Investments
    Dennis McGonigle
    Chief Financial Officer, SEI Investments
    Wayne Withrow
    Executive Vice President, SEI Advisor Network, SEI Investments
    Peter Rodriguez
    Director Fund Accounting, SEI Investments Global Fund Services
    Story Archive for SEI Investments
    Published On Story Headline Publication
    4/23/2019 A Midwestern Shop Leads the Active Pack MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    3/7/2019 After 26 Years at SEI, a C-Suiter Retires MFWire.com
    1/25/2019 Expect Miracles Takes Manhattan For a Fifth Time MFWire.com
    10/15/2018 Week In Preview, October 15-21 MFWire.com
    8/7/2018 Richard Bernstein Takes the Lead Proportionately MFWire.com
    3/9/2018 2018's Richest Fundsters Are ... MFWire.com
    1/8/2018 BlackRock Leads the ETF Strategist Pack in Q3 Growth MFWire.com
    10/9/2017 The ETF Strategist Space Crowns a New King MFWire.com
    9/11/2017 Week In Preview, September 11-17 MFWire.com
    7/5/2017 SEI Increases Its Technological Footprint MFWire.com
    6/19/2017 Week In Preview, June 19-25 MFWire.com
    4/24/2017 Eye for Earnings - April 24, 2017 MFWire.com
    4/17/2017 Week In Preview: Fundsters Gather in NYC and Directors in DC MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    2/3/2017 Filings for Fundsters - February 3, 2017 MFWire.com
    1/30/2017 Eye for Earnings - January 30, 2017 MFWire.com
    1/3/2017 Filings for Fundsters - January 3, 2017 MFWire.com
    12/8/2016 Mutual Fund Milestones - December 8, 2016 MFWire.com
    11/21/2016 The Next Gig for the Week of November 21, 2016 MFWire.com
    10/24/2016 Eye for Earnings - October 24, 2016 MFWire.com
    10/11/2016 Clark and Vanguard Lead the ETF Strategist Pack MFWire.com
    7/29/2016 Eye for Earnings -- July 29, 2016 MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/17/2016 Two ETF Strategists Dominated 2015 MFWire.com
    1/27/2016 More Than 300 Fundsters Make Headlines For Charity In the Big Apple MFWire.com
    12/16/2015 M*: Vanguard and iShares Have Dominated This Year MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    9/1/2015 After F-Squared's Fall, Which ETF Strategists Are Flying High? MFWire.com
    7/17/2015 Part of an SEI Fee Lawsuit Will Move Forward MFWire.com
    6/18/2015 WisdomTree and SEI Won Big In May MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/13/2015 Even More Asset Managers' Margins Are Falling MFWire.com
    1/14/2015 MetWest and Vanguard Had 2014's Hottest Funds MFWire.com
    3/17/2014 SEI Helps Bring Alts Managers Into the '40 Act Circle MFWire.com
    9/23/2013 Seen and Heard at the 2013 NICSA GMM MFWire.com
    7/12/2013 Vanguard and SEI Are Breaking Ground MFWire.com
    7/9/2013 New Sub Advisor for a SEI Institutional Fund MFWire.com
    7/8/2013 SEI to Launch Six Funds MFWire.com
    4/25/2013 Three Things to Know from SEI's Earnings MFWire.com
    12/20/2012 Wanna Wholesale to Advisors in Sunny SoCal? MFWire.com
    4/23/2012 SEI Taps a Lincoln Alum to Lead Distribution MFWire.com
    12/6/2011 Many Fund Firms Now Underperform Their Own Funds MFWire.com
    11/29/2011 SEI Overlays a New Layer of Mutual Fund Structure MFWire.com
    11/10/2011 Strategic Insight's 25th Anniversary Gala in Pictures MFWire.com
    4/11/2011 SEI Adds One Sub-advisor and Pulls Another MFWire.com
    10/12/2010 How Much Do Employees Cost Asset Managers? MFWire.com
    10/8/2010 Turner Swaps Vendors MFWire.com
    1/20/2010 An L.A. Asset Manager Finds Cause to Bolster its Ties with SEI MFWire.com
    10/21/2009 SEI Boosts Earnings as Assets Recover a Bit MFWire.com
    8/20/2009 SEI Shakes Up its Subadvisor Roster MFWire.com
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