SEI Investments Company(NASDAQ: SEIC)

Investor PresentationApril 23, 2020

About SEI Introduction

› We are a leading global provider of technology-driven wealth and

investment management solutions

› An outsourcer and innovator for over 50 years

› We have a proven business model based on innovation, client

engagement, organic growth, financial strength, and a unique corporate

culture*

› We have a long history of GAAP profitability and growth, and a

commitment to shareholder value*

*Past performance is not indicative of future results.

SEI: Growth Strategy Summary

› Continue focus on growth through platform sales and market expansion

› Turn market headwinds into tailwinds through specific market strategies,

and through the growth of new businesses, such as Global Regulatory

Compliance (GRC) and SEI IT Services

› Address converging market needs by leveraging SEI’s assets and platforms

to execute our One SEI strategy.

Introduction

4©2020 SEI

SEI Update: Q1 2020*

“The world is coping with a pandemic that continues to cause unimaginable effects to our collective well-being. We thank the

healthcare providers who are working to heal and protect us. Our employees’ health and safety have always been, and continue to

be, our number one priority. We are incredibly proud of the resilience of our global workforce to transition into a new work

environment while maintaining our operational integrity and service levels.”

“Our workforce and operations remain strong in the face of COVID-19’s impact. Our ability to process a 300-400% increase in

transaction activity within some areas of our business demonstrates the true power of our people and technology platforms. While

the current market environment will make short-term revenue and profit growth difficult, our strengths shine best, it seems, when

challenges are at their highest."

"We have a long-term view and a proven business model that are a strong foundation to help us work through periods of

uncertainty. Among our assets are our resilient operations, predictable service delivery, a high-recurring revenue base, strong cash

flow, a great client base, and most importantly, a high-quality and innovative workforce. All of these elements have allowed us to

not only respond well, but to move forward. Our positive sales results speak to the momentum we are creating, while we make

necessary adjustments to maintain sales through this crisis.”

“Despite the current market challenges, we continue to look toward the future. Our solutions will provide growth opportunities that

will lead to increased shareholder value.”

Alfred P. West, Jr., SEI Chairman and CEOFirst Quarter Earnings Announcement, April 23, 2020

*Past performance is not indicative of future results.

5©2020 SEI

About SEIWHO WE ARE

As of March 31, 2020, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers $1 trillion in mutual fund and pooled or separately managed assets, including $283 billion in

assets under management and $632 billion in client assets under administration. Number of clients and employees are as of Dec. 31, 2019. Bank client and investment manager client statistics are as of December 31, 2018.

6©2020 SEI

SEI: A history of innovation and disruption

WHO WE ARE

1968 1980 1990 2000Regions

Markets

Platforms

Innovations

Investment

Processing

Asset

ManagementSEI 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

Management

Banks

2010

United States Canada EMEA, AsiaIreland U.K.

Investment Managers

Advisors

Institutional Investors

IWA’s

2020

7©2020 SEI

SEI: A leading global provider of technology-driven

wealth and investment management solutions

WHO WE ARE

We deliver platform-based

solutions and financial

technologies – encompassing

front–, middle– and back–

offices – to help clients

achieve lasting success.

8©2020 SEI

SEI: An outsourcer and innovator in the wealth

management industry for over 50 years

WHO WE ARE

Throughout our history,

we have consistently

delivered innovative

solutions - spanning

financial technology,

service delivery and

investment management

- that anticipate and

address complex

business challenges.

9©2020 SEI

SEI: Existing marketsWHO WE ARE

10©2020 SEI

SEI: Uniquely positioned

in the fintech ecosystem…

WHO WE ARE

…to address the increasingly

converging needs of wealth

managers, financial advisers,

asset managers and investors.

11©2020 SEI

SEI: We have a proven business modelBUSINESS MODEL

12©2020 SEI

Financial highlights*

*Past performance is not indicative of future results.

13©2020 SEI

Financial highlights*

$332 $334

$404

$506 $501

2015 2016 2017 2018 2019

Net income ($m)

1,334 1,402 1,527

1,624 1,650

2015 2016 2017 2018 2019

Revenue ($m)

406 434 460

588 545

2015 2016 2017 2018 2019

Net cash fromoperating activities ($m)

291 292 248

407 346

80 85 89

94 101

2015 2016 2017 2018 2019

Return of capital to shareowners ($m)

Stock purchases Dividends paid

371 377337

499 449

103 134

155 159 163

31

35 61

44 34

2015 2016 2017 2018 2019

Research and Development ($m)

Research and development expenditures

Capitalized software development costs

R & D as a percent of revenue

7.7% 9.6% 10.2% 9.8% 9.9%

*Past performance is not indicative of future results.

14©2020 SEI

SEI: Helping clients navigate industry trends; turning

headwinds into tailwinds

GROWTH STRATEGIES

15©2020 SEI

Continue executing

our strategy

GROWTH STRATEGIES

16©2020 SEI

One SEI: Leveraging SEI platforms and assets to make

them accessible for unique client-responsive solutions

GROWTH STRATEGIES

The needs of wealth

managers, investment

managers and investors

are converging, particularly

among larger firms and

investors.

One SEI unlocks the

power and potential of all

of SEI’s assets and

platforms to serve larger

and complex clients at a

broader enterprise level.

17©2020 SEI

One SEI Example: Delivering a holistic solution for a

complex business consolidation

GROWTH STRATEGIES

One SEI is a technology

strategy enabled by data

management, leveraging

open architecture and

modular components.

18©2020 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,

• our focus on long-term growth,

• our growth strategies,

• our ability to turn market headwinds into tailwinds,

• the degree to which we are able to generate sales momentum,

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

• the degree to which we maintain the elements of our business model,

• the power and potential of our One SEI strategy to unlock SEI’s assets and platforms to serve larger and complex clients at a broader enterprise level, and

• the degree to which we our solutions will provide growth opportunities that will lead to increased shareholder 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, 2019,

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