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3 Discover SEI Building brave futures. SM From our solutions and industry reach to our talent and community impact, we've been building and delivering for more than 50 years. Explore our history In 1968, Founder and Chairman Alfred P. West, Jr. formed Simulated Environments Inc. and developed the first computer- based commercial credit simulator to train bank loan officers. In the 1970s, SEI created a completely automated bank trust accounting system. Through TRUST 3000 ® and the SEI Wealth Platform SM , today we have significant relationships with trust departments from 8 of the 20 largest (by asset) U.S. banks. In 1986, SEI alum Gil Beebower co-authors "The Determinants of Portfolio Performance," a groundbreaking study that completely changed the way people think about investing. In the 1990's, SEI led the development of a fee-based operating platform for independent advisors, aligning advisors' business interests with their clients' investment success. SEI was also among the first companies to offer the manager- of-managers concept to both institutional and individual investors. Today, clients are served by leading specialist money managers—firms such as Neuberger Berman Investment Advisers and Lazard Asset Management—using the same sophisticated investment philosophy and process developed to serve institutional investors. Additionally, we introduced an asset management program for corporate pension plans that enables the CFO to more fully address how pensions impact the company's financial position. Companies such as The J.M. Smucker Company and Panasonic use our asset management approach. 1 Based on Pensions & Investments' "Largest Money Managers" 2023 ranking. SEI is listed on the NASDAQ Stock Exchange as SEIC. 43 of the top 100 asset managers worldwide are clients 1 5,000 approximate employees globally 3

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