Better Health for All

SEI's core business in financial services has no direct positive or negative health impact, and the company does not offer health-related products or services, nor does it engage in health-related R&D, education, or clinical trials. Its operations do not generate significant health externalities. SEI's Irish-domiciled UCITS Funds exclude investments in companies generating over 10% revenue from thermal coal and controversial weapons, but this relates to investment criteria for client funds, not SEI's own revenue from harmful products.

SEI enhanced fertility, mental health, vision, and telehealth coverage for U.S. employees in 2022, partnered with Health Advocate for virtual emotional health workshops, and sponsored a global World Mental Health Day event series. In April 2025, SEI was awarded a Gold Bell Seal for Workplace Mental Health by Mental Health America, recognizing its commitment to mentally healthy workplaces. These initiatives primarily focus on internal employee well-being rather than broader population mental health. SEI also reinstated onsite and virtual nutritional counseling in Oaks and held an on-site flu shot clinic for Oaks employees, alongside online tips and workshops, indicating a substantial prevention focus. SEI has a Privacy and Data Protection Policy, does not sell data to third parties, and maintains technical and organizational measures to safeguard data, demonstrating excellent data practices. During 2022, SEI provided disaster relief, resulting in nearly $50,000 donated to charities for three catastrophic events, which is less than 1% of its $1.991 billion revenue for that year. SEI also supports veterans and their families through SEI Salutes and announced paid military leave of up to four weeks for eligible U.S. employees.

Fair Pay & Worker Respect

In 2024, the CEO to median employee pay ratio for SEI Investments Co. was 74:1.

The company's average work happiness score, based on employee surveys, is 64 out of 100. For the past three years, there are no substantiated labor-law or human-rights violations recorded for SEI Investments Company, Inc.

Honest & Fair Business

SEI has a formal whistleblower policy that includes a third-party vendor for 24/7 confidential reporting in multiple languages.

Employees can report suspected violations through various internal contacts or via phone, email, or an online portal, and the company prohibits retaliation against employees reporting suspected violations or assisting in investigations related to fraud. The Audit Committee requires board members to be independent, with no affiliated persons or consulting fees (except director fees), and no participation in financial statement preparation for the past three years. However, the specific percentage of conflict-free board members is not provided, only that the Audit Committee has at least three independent directors. SEI has a Code of Conduct and prohibits retaliation related to fraud, but specific details on the strength and enforcement of a comprehensive anti-corruption policy are not detailed. The company utilizes a third-party vendor for confidential reporting, but the extent of independent verification of ethical claims beyond this is not specified.

No War, No Weapons

The provided articles focus on SEI Investments Company's financial services offerings and explicitly state that they do not contain any information relevant to defense or arms-related activities, nor do they provide quantitative data, regulatory actions, certifications, or comparisons related to the 'No War, No Weapons' ethical value.

Therefore, no specific, concrete data points were found to score any of the KPIs in the rubric.

Safe & Smart Tech

SEI Investments Company experienced a data breach in May 2020, which was a ransomware attack on a vendor, M.J. Brunner Inc., affecting approximately 100 SEI clients by exposing investor contact information.

As this occurred over 5 years ago, it aligns with a strong security record. In 2023, the company invested $45.3 million in cybersecurity, which represents 9.4% of its $481.5 million annual revenue, exceeding the 9% threshold for the highest tier. The company's privacy notices describe user rights including access, correction, erasure, restriction, data portability, and withdrawal of consent, but do not detail the ease or comprehensiveness of these controls, aligning with strong data control options. Data retention is stated to be until no longer necessary, subject to legal obligations, which is a basic data minimization practice. The company explicitly states compliance with GDPR, CCPA, and other relevant data protection laws.

Zero Waste & Sustainable Products

The provided articles do not contain specific, quantifiable data points for any of the KPIs related to Zero Waste & Sustainable Products. While one article mentions the use of recycled rubber and pre-consumer materials in ECOsurfaces flooring for a project, it does not provide a percentage of recycled content or company-wide metrics.

No other relevant data on waste diversion rates, product recyclability, packaging sustainability, or waste reduction initiatives is available.