Frequently Asked Questions About SEIC

What KPIs does SEI Investments Company report?

The KPIs tab tracks 10 operating metrics and 16 segment figures that SEI Investments Company (SEIC) reports each quarter, including Total AUA, Total AUM, Total Assets, Institutional Investors AUM, Investment Advisors AUM and Investment Managers AUA, with history back to the quarter ended December 31, 2018.

Where do SEIC's KPIs come from?

From SEI Investments Company's own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against SEI Investments Company's own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when SEI Investments Company restates a figure on a new basis, the tab shows where the new basis begins.

Is the SEIC KPIs tab free?

The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for SEIC, so you can see what is there before you upgrade.

SEIC

SEI Investments Company

NASDAQ·Asset Management · Financial Services

$102.88$0.46−0.45%

After hours·$102.88+0.00%

Market cap$12.35B·Market closed·Oct 27 4:00 PM EDT

KPI Snapshot

PRO

Every quarter of all 26 metrics SEI Investments Company reports, back to Dec 2018, charted and broken down the way the company reports them.

Operating Metrics

Total AUA
Total AUM
Institutional Investors AUM
Investment Advisors AUM
Investment Managers AUA
Investment Managers AUM
Investments in New Businesses AUM
LSV Equity & Fixed-Income Programs AUM
Private Banks AUA
Private Banks AUM

No Longer Reported

Investments in New Businesses AUA

Revenue

Institutional Investors Revenue
Investment Advisors Revenue
Investment Managers Revenue
Investments in New Businesses Revenue
Private Banks Revenue

Profit

Institutional Investors Operating Profit
Investment Advisors Operating Profit
Investment Managers Operating Profit
Investments in New Businesses Operating Profit
Private Banks Operating Profit

Assets

Total Assets
Institutional Investors Total Assets
Investment Advisors Total Assets
Investment Managers Total Assets
Investments in New Businesses Total Assets
Private Banks Total Assets

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Frequently Asked Questions About SEIC

What KPIs does SEI Investments Company report?: The KPIs tab tracks 10 operating metrics and 16 segment figures that SEI Investments Company (SEIC) reports each quarter, including Total AUA, Total AUM, Total Assets, Institutional Investors AUM, Investment Advisors AUM and Investment Managers AUA, with history back to the quarter ended December 31, 2018.
Where do SEIC's KPIs come from?: From SEI Investments Company's own reporting: its quarterly earnings releases and investor documents, its 10-Q and 10-K reports and the financial data tagged in them. Each value is read from the document it links to. Before a metric is shown, its history is cross-checked against an independent dataset or, for a figure that dataset never carried, against SEI Investments Company's own later filings, which print each quarter again; each new quarter passes consistency checks (its scale against earlier quarters and its sign) before it is shown. A segment figure read from the earnings release before the 10-Q or 10-K is filed is marked Provisional until that filing is read, and a figure the filing tags for the quarter then replaces it; a figure computed from reported parts (a fourth quarter as the year less the first nine months, or a gross profit as revenue less cost) is marked as computed, and when SEI Investments Company restates a figure on a new basis, the tab shows where the new basis begins.
Is the SEIC KPIs tab free?: The KPIs tab is part of Dividend Data Pro. Without Pro, the tab lists every metric it holds for SEIC, so you can see what is there before you upgrade.