SEI Investments Company

Diversified Financials

Risk Level:

Rating - Caution
Medium Risk

Summary:

SEI Investments is a financial services firm headquartered in Pennsylvania. SEI has not publicly terminated employees due to political or religious differences, though the company does not offer political viewpoint protections. SEI's CEO has signed the CEO Action for Diversity and Inclusion pledge, and the company has promoted LGBTQ+ Pride Month, and other DEI initiatives. For these reasons, SEI Investments receives a Medium Risk rating.

Criteria
Risk Level
Rationale
Corporate Weaponization
Criteria

Has denied service to customers, suppliers, or vendors due to their political views or religious beliefs OR corporately boycotts, divests, or sanctions regions, people groups, or industries.

Risk Level
Rationale

SEI Investments has not publicly terminated business arrangements due to political or religious differences (1). SEI does practice ESG screening conducted by BMO Global Asset Management’s responsible engagement overlay (reo©) service for screening, engagement, and voting overlay (2). This screening could lead to potential removing otherwise profitable investments from customer portfolios in the name of ESG. However, the firm also offers additional screens, such a religious screens removing companies providing abortion services (3)(4).

Criteria

Charitable giving (including employee matching programs) policies or practices discriminate against charitable organizations based on views or religious beliefs.

Risk Level
Rationale

SEI Investments does not exclude religious organizations from its nonprofit-focused services (1)(2).

Criteria

Employment policies fail to protect against discrimination based on political affiliation/views and/or religion.

Risk Level
Rationale

SEI Investments does not specifically provide viewpoint protections (1).

Corporate Governance and Public Policy
Criteria

Uses corporate reputation to support ideological causes and/or organizations hostile to freedom of expression.

Risk Level
Rationale

The CEO of SEI Investments has signed the CEO Action for Diversity and Inclusion pledge (1). SEI does practice ESG screening conducted by BMO Global Asset Management’s responsible engagement overlay (reo©) service for screening, engagement, and voting overlay (2). This engagement and voting using ESG metrics likely involves supporting ideological and non-pecuniary measures at the companies within SEI’s funds. SEI promotes the UN’s Principles for Responsible Investing, LGBTQ Pride Month, and several other diversity initiatives based on gender and race (3).

Criteria

Uses corporate funds to advance ideological causes, organizations, or policies hostile to freedom of expression.

Risk Level
Rationale

SEI Investments has not corporately funded ideological groups hostile to freedom of expression (1).

Criteria

Uses corporate political contributions for ideological, non-business purposes.

Risk Level
N/A
Rationale

SEI Investments does not have a PAC or engage in lobbying (1).

All links were last accessed and all information was updated on:
January 18, 2023

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