SEI Investments Company Strategic Asset Allocation Index
SEI Investments Company strategic asset allocation index. SEI Investments Company (SEIC) has a Strategic Asset Allocation Index of 20.7% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $525.82 Million) total $525.82 Million, measured against net assets of $2.54 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See SEI Investments Company net asset quality index to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Strategic Asset Allocation Index of SEI Investments Company (2000–2025)
Strategic asset allocation index of SEI Investments Company from 2000 to 2025. This chart shows how SEI Investments Company's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 20.7%, representing strategic assets of $525.82 Million against net assets of $2.54 Billion USD. Check SEI Investments Company (SEIC) tangible net worth to evaluate the tangible quality of the company's equity base.
SEI Investments Company Strategic Asset Allocation Index by Year (2000–2025)
SEI Investments Company strategic asset allocation index by year from 2000 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for SEI Investments Company from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see market cap of SEI Investments Company.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 15.8% | $428.00 Million | $- | $428.00 Million | $2.70 Billion | ▲ +1.8 pp |
| 2024 | 14.0% | $315.57 Million | $- | $315.57 Million | $2.25 Billion | ▲ +1.2 pp |
| 2023 | 12.8% | $273.51 Million | $- | $273.51 Million | $2.13 Billion | ▼ -8.7 pp |
| 2022 | 21.5% | $420.27 Million | $181.03 Million | $239.24 Million | $1.95 Billion | ▼ -3.0 pp |
| 2021 | 24.6% | $456.86 Million | $212.48 Million | $244.38 Million | $1.86 Billion | ▲ +1.6 pp |
| 2020 | 22.9% | $399.07 Million | $189.05 Million | $210.02 Million | $1.74 Billion | ▲ +2.7 pp |
| 2019 | 20.2% | $351.18 Million | $160.86 Million | $190.32 Million | $1.74 Billion | ▲ +0.4 pp |
| 2018 | 19.8% | $314.99 Million | $145.86 Million | $169.13 Million | $1.59 Billion | ▼ -0.5 pp |
| 2017 | 20.3% | $299.94 Million | $146.43 Million | $153.51 Million | $1.48 Billion | ▼ -1.6 pp |
| 2016 | 21.9% | $285.54 Million | $146.19 Million | $139.35 Million | $1.30 Billion | ▲ +0.3 pp |
| 2015 | 21.6% | $278.89 Million | $143.98 Million | $134.91 Million | $1.29 Billion | ▲ +0.6 pp |
| 2014 | 21.0% | $261.96 Million | $125.53 Million | $136.42 Million | $1.25 Billion | ▼ -2.2 pp |
| 2013 | 23.2% | $268.54 Million | $119.00 Million | $149.54 Million | $1.16 Billion | ▼ -3.9 pp |
| 2012 | 27.1% | $286.76 Million | $127.58 Million | $159.18 Million | $1.06 Billion | ▼ -4.5 pp |
| 2011 | 31.7% | $329.83 Million | $129.55 Million | $200.29 Million | $1.04 Billion | ▼ -4.7 pp |
| 2010 | 36.4% | $384.34 Million | $140.57 Million | $243.77 Million | $1.06 Billion | ▲ +22.2 pp |
| 2009 | 14.2% | $146.05 Million | $146.05 Million | $- | $1.03 Billion | ▼ -2.7 pp |
| 2008 | 16.9% | $148.12 Million | $148.12 Million | $- | $878.87 Million | ▲ +0.8 pp |
| 2007 | 16.1% | $143.52 Million | $143.52 Million | $- | $892.53 Million | ▼ -1.6 pp |
| 2006 | 17.7% | $130.73 Million | $130.73 Million | $- | $739.89 Million | ▼ -9.5 pp |
| 2005 | 27.2% | $114.50 Million | $114.50 Million | $- | $421.69 Million | ▼ -1.0 pp |
| 2004 | 28.1% | $113.64 Million | $113.64 Million | $- | $403.94 Million | ▼ -2.9 pp |
| 2003 | 31.1% | $113.06 Million | $113.06 Million | $- | $363.77 Million | ▼ -4.9 pp |
| 2002 | 36.0% | $104.26 Million | $104.26 Million | $- | $290.01 Million | ▲ +0.5 pp |
| 2001 | 35.4% | $95.80 Million | $95.80 Million | $- | $270.59 Million | ▼ -2.6 pp |
| 2000 | 38.0% | $75.11 Million | $75.11 Million | $- | $197.42 Million | — |