SESEICEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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SEIC earnings call: We expect the combined transfer agency and fund administration revenue from the initiative to exceed $10 million on a run rate basis by the end of next year.SEI Investments Co. (SEIC) 电话会：我们预计，到明年年底，该举措带来的过户代理及基金行政业务的合计滚动营收将超过1000万美元。
Management remarks
Call period: 2026 Q3 · 2026-10-21
Guidance: Sean Denham: We expect the combined transfer agency and fund administration revenue from the initiative to exceed $10 million on a run rate basis by the end of next year.
Demand and orders: Sean Denham: Demand in the quarter remained strongest amongst alternative asset managers, which drove nearly 90% of sales events.
Margins: Sean Denham: Moving to slide six, adjusted operating margins increased 260 basis points compared to last year.
Analyst Q&A
Analyst Jeff Schmitt asked: Everyone. I know ETF assets have been growing at a high rate, and you recently announced the integration with ICE ETF Hub, I think a few weeks ago. How should we think about the size and pace of that opportunity as you begin distributing these ETFs kind of outside of the SEI ecosystem? Management Ryan Hicke answered: We have also seen other model providers begin to use SEI in their models, and that is a first for the company. I cannot give a number of what I expect the growth to be, but if you look at that business, the ETF business, we are growing our product lineup across a range of fee schedules. It is not all very low-cost, cheap betas. There are active strategies, fund-to-fund strategies across fixed income and equity. I would expect our hope is that that business has the potential to double again next year. We see it as a growth engine for us.
