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SEI has a presence on various social media sites.  We encourage you to comment or share an opinion.  Please keep in mind the following:

  • Other than sharing your name, please do not include any personal details about yourself or your financial situation/investments on this page. 
  • Due to industry regulations, SEI is unable to accept any testimonials, positive or negative, on our social media pages.
  • SEI is unable to provide any specific recommendations, investment advice or to discuss specific investment products through our social media pages. 
  • If you are a current client, we cannot accept any transactions or customer service inquiries through social media. 
  • Do not post any content that contains profanity or is offensive, abusive or unlawful. 

By using the pages that SEI has established on various social media sites (“Social Media Sites”), you acknowledge that Social Media Sites are owned by third parties and are not affiliated with SEI or any of its affiliates. Content posted by third parties is neither adopted nor endorsed by SEI nor does it represent SEI views. SEI is not responsible for and does not control any content, advertising, or messaging that Social Media Sites or their users may publish on their sites or on any affiliated site. SEI may retain all posts made to Social Media Sites and may republish or repackage those posts. SEI reserves the right to remove any content posted by users of the Social Media Sites in its sole discretion. 

Any promotion, including contests and sweepstakes, that SEI may offer through Social Media Sites are in no way sponsored, endorsed, administered by or associated with the Social Media Sites. Refer to the applicable terms and conditions posted by SEI for details on any specific promotion.

Videos containing interviews with SEI’s investment personnel are provided by SEI Investments Management Corporation (SIMC), a registered investment adviser. Investment information is made available in the US by SIMC. Custody services provided by SEI Private Trust Company, a federally chartered limited purpose savings association. Information is issued in the UK by SEI Investments (Europe) Limited, 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR which is authorised and regulated by the Financial Conduct Authority. Information provided in Canada by SEI Investments Canada Company. These entities are wholly owned subsidiaries of SEI Investments Company (SEI). Other services and offerings may be offered through other subsidiaries of SEI.

Not all offerings discussed may be available in your jurisdiction.

The material included herein is based on the views of SEI. Statements that are not factual in nature, including opinions, projections and estimates, assume certain economic conditions and industry developments and constitute only current opinions that are subject to change without notice. Nothing herein is intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. The mention of specific securities does not constitute a solicitation or offer to transact in any security, and is provided for illustrative purposes only.

While considerable care has been taken to ensure the information provided is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information.

There are risks involved with investing including loss of principal. International investing may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. Diversification may not protect against market risk.

Alternative investments are subject to a complete loss of capital and are only appropriate for parties who can bear that risk and the illiquid nature of such investments.

Alternative investments:

  • often engage in leveraging and other speculative investment practices that may increase the risk of investment loss;
  • can be highly illiquid;
  • are not required to provide periodic pricing or valuation information to investors;
  • involve complex tax structures and delays in distributing important tax information;
  • are not subject to the same regulatory requirements as mutual funds; and
  • often charge high fees.

Neither SEI nor its subsidiaries provide tax advice.  Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.

Certain statements that I make may constitute “forward-looking statements” within the meaning of the rules and regulations of the Securities and Exchange Commission. Forward-looking statements include information concerning future strategic objectives, business prospects, anticipated savings, financial results (including expenses, earnings, liquidity, cash flow and capital expenditures), industry or market conditions, demand for and pricing of our products, acquisitions and divestitures, anticipated results of litigation and regulatory developments or general economic conditions. In addition, words such as “believes,” “expects,” “anticipates,” “intends,” “plans,” “estimates,” “projects,” “forecasts,” and future or conditional verbs such as “will,” “may,” “expect”, “believe, “continue”, “appear, “could,” “should,” and “would,” as well as any other statement that necessarily depends on future events, are intended to identify forward-looking statements. Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions. Although we make such statements based on assumptions that we believe to be reasonable, they can be inaccurate and there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Many of these factors are beyond our control and subject to change.  We caution investors not to rely unduly on any forward-looking statements and urge you to carefully consider the risks described in our filings with the Securities and Exchange Commission from time to time, including our most recent Annual Report on Form 10-K and subsequent Forms 10-Q, which are available on seic.com and the SEC’s website at sec.gov. We expressly disclaim any obligation to update any forward-looking statement in the event it later turns out to be inaccurate, whether as a result of new information, future events or otherwise.

Environmental, social and governance (ESG) guidelines may cause a manager to make or avoid certain investment decisions when it may be disadvantageous to do so. This means that these investments may underperform other similar investments that do not consider ESG guidelines when making investment decisions. ESG and Sustainability are not uniformly defined across the industry.