Strategic Investment in Stratos
SEI announced a transformative strategic investment in Stratos, a leader in the independent advisory space, to enhance its client-centric model and integrate with SEI's technology and investment management capabilities.
Record Net Sales Events
SEI realized nearly $30 million in net sales events in Q2, marking a new record on a trailing 12-month basis, driven by strong momentum in the Investment Manager segment.
Leadership Expansion
SEI appointed Karin Risi and Tom Naratil to its Board of Directors, bringing significant experience from Vanguard and UBS, respectively, to strengthen strategic insight and leadership.
Improved Asset Management Flows
AUM net flows were roughly flat in the first half of 2025 compared to several billion of net outflows in the same period last year, indicating improvement in asset management strategies.
EPS Growth
Excluding one-time items, SEI realized an EPS of $1.20, reflecting an increase from both the prior year and prior quarter.