#1Connecting financial services SEI Investments Company (NASDAQ:SEIC) Investor Presentation, Q3 2021 sei ©2021 SEI#2Who we are. We're part of the financial services industry's backbone, delivering platforms and solutions that help our clients face and embrace change. sel ©2021 SEI 2#3Who we are. Distinct position. Wealth & Investment Managers Banks Wealth Managers With relationships across the financial services industry, we're uniquely positioned to meet our clients' emerging and converging needs and capture growth opportunities that increase shareholder value. Investment Advisors Investment Managers Asset Owners Broker Dealers Family Offices sel GY CHNOLOG ASSET Investors High-net-worth Investors Institutional Investors sei Suppliers & Service Firms Technology Firms Application Developers OPERAT LATIONS :MENT Data Services Firms Custodians Law Firms Clearing Firms Accounting Firms Reporting Vendors Investment Management Firms ©2021 SEI 3#4Who we are. At a glance. 1.3T Approximately $1.3 trillion in assets under management and administration* 4,000 10&49 Approximately 4,000 employees across the globe in 8 nations* Clients include 10 of the top 20 U.S. banks and 49 of the top 100 investment managers worldwide* *As of Sept. 30, 2021, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers approximately $1.3 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $392 billion in assets under management and $866 billion in client assets under administration. Number of employees is approximate and is as of Sept. 30, 2021. Bank client and investment manager client statistics are as of Dec. 31, 2020. sel ©2021 SEI 4#5Who we are. Committed to corporate social responsibility. We are dedicated to living our corporate values, while helping our clients achieve their sustainable goals. Sustainable investing Formalizing our approach to sustainable investing and delivering solutions for our clients Human capital Focusing on equity and opportunity within our global workforce, and reinforcing our open and inclusive culture Environmental impact Managing our operations efficiently and working to reduce our environmental footprint across our offices and communities globally sel ©2021 SEI 5#6What we do. We deliver technology and investment solutions that connect the financial services industry. sel ©2021 SEI 6#7What we do. Address clients' needs and connect capabilities across our core competencies. Technology & Operations Helping clients take control and reshape their businesses Enterprise platform solutions for wealth and investment management, including: Front-to-back office technologies sel Operational and administrative outsourcing services Processing, infrastructure and cybersecurity services TE NOLOGY" ASSET sei ERATIONS MANAGEME EMENT Asset Management Helping investors achieve goals and make confident decisions Investment solutions for managing wealth, including: Goals-based advice and strategies Customizable asset management programs Flexible suite of investment products ©2021 SEI 7#8What we do. Help clients tackle business transformation. We work with our clients to address the entirety of business transformation- from digitization to change management to data security. Digitization • Enable data sharing and workflow integration with open-architecture approach and cloud expertise • Allow clients to operate multiple business lines centrally, remotely and securely • Modularize our suite of technology platforms to create new solutions for clients' unique needs sel ©2021 SEI 8#9What we do. Help clients tackle business transformation. We work with our clients to address the entirety of business transformation- from digitization to change management to data security. Change management Align clients' technology and business strategies • Tailor processes and timelines to clients' business objectives (e.g., integration, implementation) Enable global operations and provide regulatory expertise sel ©2021 SEI 9#10What we do. Help clients tackle business transformation. We work with our clients to address the entirety of business transformation- from digitization to change management to data security. Data and security • Stay ahead of ever-evolving cybersecurity threat landscape to protect clients and safeguard data • Harness aggregated, actionable data to make informed, efficient business decisions • Provide flexible technology that adapts to shifts in reporting and regulatory demands sel ©2021 SEI 10#11What we do. Operate on a global scale. We expand our addressable markets, providing our capabilities globally. 2020 Global Revenues. UNITED STATES 85% 15% NON-U.S. 00000 sel 909 600 6900 GOD Capabilities Wealth & investment 600 DO 600 DOD United States Canada Europe Asia South Africa management technology & operations High-net-worth asset management Institutional asset management Major client service centers Oaks, PA Indianapolis, IN Toronto London Dublin Luxembourg Hong Kong Johannesburg ©2021 SE 11#12How we do it. sel We turn challenges into opportunities, meaningfully engage clients and employees, drive mutual growth and leverage our financial strength. ©2021 SEI 12#13How we do it. Apply a proven business model. By integrating people, processes and technology, we support our clients' strategic objectives-even in times of change. 44 Turn challenges into opportunities • Address emerging market • needs and leverage assets through the One SEISM strategy Foster a collaborative culture, nurture initiatives and learn from mistakes Engage clients and employees • Drive a client-first culture and forge intimate client relationships • Maintain focus on employee safety and corporate social responsibility له Drive mutual growth • Focus on achieving sustainable growth and the long term • Pursue selective acquisitions to enhance strategic growth Leverage financial strength • Maintain a strong balance sheet and invest 8-10% of annual revenues in R&D • Return capital through dividends and stock buy-backs sel ©2021 SEI 13#14How we do it. Approach with a One SEISM mindset. With our One SEI approach, we leverage our capabilities across all of our markets in an unbundled approach to address clients' unique needs. sel Asset Management. Investment processing. sei Operations. ©2021 SEI 14#15How we do it. Pursue strategic acquisitions. Strategic acquisitions help us enhance capabilities, expand markets and create new business opportunities. These investments also expand our talent pool and deepen our technology and asset management expertise. 2021 Novus Data management and analytics technology sel 2021 Finomial Cloud-native, investor- focused technology 2018 Huntington Steele Private wealth management firm 2021 Oranj Cloud-native, front-office technology 2021 Atlas Master Trust Defined contribution master trust in the U.K. 2017 Archway Family office technology ©2021 SEI 15#16Financial highlights. 2020. sel ©2021 SEI 16#17Financial highlights.* Recurring revenues >90% of revenues are recurring Commitment to clients Target 8-10% of annual revenues for research and development *Past performance is not indicative of future results. sel Profitable Long track record of GAAP profitability and growth Commitment to shareholder value Return capital to shareholders through dividends and stock purchases, approximately $529 million in 2020 Strong cash flow Cash flow from operations of $489 million in 2020 or $3.28 per share ©2021 SEI 17#18Financial highlights.* sel Net income ($m) Revenue ($m) 1,527 1,624 1,650 1,684 506 1,402 501 447 404 334 Net cash from operating activities ($m) 588 545 489 434 460 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 Return of capital to shareowners ($m) Research and Development ($m) R & D as a percent of revenue 499 529 449 9.6% 10.2% 9.8% 9.9% 10.4% 377 104 94 337 ■Research and 101 85 ■Dividends paid development 89 155 159 163 175 expenditures 405 425 348 ■Stock Purchases 134 292 248 50 61 44 34 24 ■Capitalized software development costs 2016 2017 2018 2019 2020 2016 2017 2018 2019 2020 *Past performance is not indicative of future results. ©2021 SEI 18#19Investor resources. Investor information ⚫seic.com/investor-relations SEI 2020 Annual Report and Form 10-K SEI 2021 Proxy Statement SEI 2020 Corporate Social Responsibility Report Follow us on social media facebook.com/SEICorporate Headquarters • linkedin.com/company/sei instagram.com/sei_hq sel ©2021 SEI 19#20Forward looking statements. This document 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," "maintain,” “continue” or “appear.” Our forward-looking statements include discussions about future initiatives, opportunities, solutions, platforms, operations, strategies and financial results, including: whether our position in the financial services industry will enable us to meet client needs, capture growth, or create shareholder value, our commitments to and plans for social responsibility and sustainable investing, our focus on long-term growth and initiatives and strategies for growth, the rate of our investments in innovation, our focus on focus on sustainable growth in earnings-per-share, generating recurring revenue and predictable cash flows, maintaining a strong balance sheet and returning capital through dividends and stock buy-backs, the timing of our introduction, if any, of new capabilities, platforms or solutions and the success of these endeavors, whether we will pursue acquisitions or derive any benefits from acquisitions, the elements of our business model, our ability to unlock the power and potential of our assets, the elements of our One SEI mindset and strategy and the degree to which we may develop these elements, our ability to adapt to changing market, 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, 2020, 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. sel ©2021 SEI 20#21sei Thank you. ©2021 SEI