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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

    Sponsored Opportunities



    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
    4/24/2024 Despite a $12B Drop, Active Inflows Continue MFWire.com
    4/22/2024 Vanguard Regains the Lead With a $70B Q1 MFWire.com
    3/12/2024 Five of 2024's Most Sustainable Fund Firms MFWire.com
    9/21/2023 With a 54-Percent Inflows Jump, WisdomTree Wins MFWire.com
    8/23/2023 JPMAM Threepeats, and BlackRock Repeats MFWire.com
    8/17/2023 VanEck Leads With a 32-Fold Inflows Jump MFWire.com
    7/21/2023 Midside Firms' Outflows Quadruple In Q2 MFWire.com
    6/22/2023 With $951MM, Baird Repeats Its Win MFWire.com
    5/17/2023 Baird Wins With $1.081B MFWire.com
    4/21/2023 With $3B, Pacer Takes the 2023 Lead MFWire.com
    3/27/2023 Passive Inflows Drop $76B, and ... MFWire.com
    2/21/2023 Midsize Flows Improve By $36B MFWire.com
    1/20/2023 ProShares Takes the Lead With $15B MFWire.com
    11/22/2022 One Month, $102B In Net Outflows MFWire.com
    8/24/2022 Money Funds Rake In $29B MFWire.com
    7/21/2022 ProShares Leads As 17 Percent of Midsize Firms Win Inflows MFWire.com
    6/15/2022 ProShares Leads a Shrinking Midsize Winners List MFWire.com
    5/23/2022 Direxion Leads As the Midsize Winners List Shrinks MFWire.com
    1/19/2022 Schwab's Inflows Nearly Triple to $50B MFWire.com
    8/27/2021 Active Inflows Fall 40 Percent, and Passive Falls, Too, But ... MFWire.com
    6/17/2021 On DE&I, Fundsters Suggest Listening Up MFWire.com
    4/19/2021 Passive Inflows Rise 25 Percent, But ... MFWire.com
    3/23/2021 Fidelity and Vanguard Led the Way In February MFWire.com
    3/15/2021 MF and ETF Inflows Quintuple MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    1/19/2021 2020 Inflows Fell, But Giants' Dominance Grew MFWire.com
    9/15/2020 JPMAM Takes the Lead As Titans' Inflows Slip Again MFWire.com
    1/15/2020 The $183B Year MFWire.com
    12/12/2019 While Active Outflows Vanish, BlackRock Three-Peats MFWire.com
    11/12/2019 Passive Inflows and Active Outflows Both Fall MFWire.com
    10/14/2019 BlackRock Retakes the Lead, But ... MFWire.com
    7/15/2019 The Three ETF Titans Crushed It In June MFWire.com
    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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    1. MFDF webinar - Lessons Learned from the Regional Bank Volatility and the Impact on Registered Funds, June 18
    2. IMEA webinar - Snapshot on the Talent Landscape, June 18
    3. 2024 MMI National Accounts Roundable, June 18
    4. MMI webinar - RIA Consolidators: The New Key Accounts?, June 20
    5. MFDF Director Discussion Series - Open Forum (Philadelphia), June 20
    6. New York YPEM Cornhole Classic, June 25
    7. Celebrating 100 Years of the Mutual Fund, June 25
    8. 2024 MMI Institutional Roundtable, June 26
    9. Morningstar Investment Conference Conference 2024, Jun 26-27
    10. WE PNW Seattle - Pickleball and Networking, June 27
    11. Celebrating 100 Years of the Mutual Fund, July 11
    12. MFDF webinar - Mid-Year Tax Update for Registered Investment Companies, July 16
    13. MFDF Director Discussion Series - Open Forum via Zoom, July 17
    14. MFDF Director Discussion Series - Open Forum (New York), July 23
    15. IMEA Portfolio Construction Roundtable, September 19
    16. MFDF Continuing Regulatory Impacts on Fund Boards program, October 15
    17. 2024 MMI Annual Conference, Oct 15-17
    18. IMEA Philanthropic Day, October 22
    19. IMEA Leadership Summit, October 23
    20. IMEA Star Awards Celebration, October 23
    21. IMEA Marketing Summit, October 24
    22. 5th Annual ETFGI Global ETFs Insight Summit, October 29
    23. MFDF Director Discussion Series - Open Forum (Denver), November 6
    24. MFDF webinar - Digital Assets in the Fund Space (part 2 of 2), November 7
    25. MFDF 2025 Directors' Institute, January 27 - 29, 2025
    26. MFDF 2025 Fund Governance & Regulatory Insights Conference, March 6 - 7, 2025




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