SEI Investments Company

Diversified Financials

Corporate Bias Rating

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Risk Level:

Rating - Caution
Medium Risk


SEI Investments does not provide viewpoint protections for its employees but has not publicly canceled business relationships based on views or beliefs. The company does practice ESG screening conducted by BMO Global Asset Management’s responsible engagement overlay (reo©) service for screening, engagement, and voting overlay. This screening could lead to the possibility of removing otherwise profitable investments from customer portfolios in the name of ESG. However, the firm also offers additional screens, such as religious screens removing companies providing abortion services. SEI Investment's CEO signed the CEO Action for Diversity & Inclusion pledge, which includes a commitment to promote DEI through bias education training in the workplace. The company promotes the UN's Principles for Responsible Investing, LGBTQ Pride Month, and several other diversity initiatives based on gender and race. SEI is a signatory of Climate Action 100+, committed to net zero carbon emissions by 2050. The company implemented two new DEI positions, the "Director of DEI" and "Program Manager of DEI Reporting and Outreach", as part of its diversity initiatives. SEI Investments has donated $109,000 to partnerships "focused on expanding the impact of global diversity and creating opportunities for youth of color". However, the company does not discriminate against charitable organizations based on views or beliefs. For these reasons, SEI Investments receives a Medium Risk rating.

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