SEI Investments Company(NASDAQ: SEIC)

Dennis McGonigle, Chief Financial Officer

Wayne Withrow, Head of Independent Advisor Solutions by SEI

41ST ANNUAL INSTITUTIONAL INVESTORS CONFERENCE

March 3, 2020

About SEIIntroduction

› 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 Update Introduction

› 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.

4©2020 SEI

About SEIWHO WE ARE

As of December 31, 2019, 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 $352

billion in assets under management and $683 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.

5©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.

6©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.

7©2020 SEI

SEI: Existing marketsWHO WE ARE

8©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.

9©2020 SEI

SEI: We have a proven business modelBUSINESS MODEL

10©2020 SEI

Financial highlights*

*Past performance is not indicative of future results.

11©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.

12©2020 SEI

SEI: Helping clients navigate industry trends; turning

headwinds into tailwinds

GROWTH STRATEGIES

13©2020 SEI

Continue executing

our strategy

GROWTH STRATEGIES

14©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.

15©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.

16©2020 SEI

SEI’s business model and strategy

benefit long-term investors*

RESULTS

SEI's cumulative total return since

going public in March 198161,522%

NASDAQ Composite cumulative

total return over the same period5,344%

S&P 500 Index cumulative total

return over the same period6,327%

Cumulative daily total return since IPO on 3/25/1981 to 1/31/2019. SOURCE: SEIC appreciation, Factset. NASDAQ and S&P appreciation, Bloomberg.

*Past performance is not indicative of future results.

17©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’’, “plan”, ‘‘believe’’ and ‘‘continue’’ or ‘‘appear.” Our forward-looking statements include discussions about

future opportunities, solutions, platforms, operations, strategies and financial results, including:

• our position in the financial services ecosystem,

• our focus on growth through platform sales and market expansion,

• our ability to leverage our assets and platforms to address converging market needs,

• the degree to which our One SEI strategy will enable us to serve larger and complex clients at a broad enterprise level,

• the timing of our introduction, if any, of new capabilities, platforms or solutions,

• our expectations with respect to industry trends,

• our ability to turn take advantage of potential opportunities,

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

• our plans for resource allocation,

• the new markets and/or geographies that we may enter and the size of the relevant opportunities,

• our expectations as to the degree to which consumers will adopt our current and potential future offerings, and

• the degree to which our strategies will create opportunities for growth and 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