SEI Investments Company - 1792 Exchange

Rating Overview

SEI Investments Company is Medium Risk.

SEI Investments is Medium Risk. The company often yields to political activism in shaping corporate governance, potentially alienating consumers, dividing employees, and harming shareholders. The company implements race and identity-based policies that replace merit, excellence, and integrity with preferential treatment and outcomes. SEI Investments occasionally embraces corporate initiatives that redirect its central focus from business goals to partisan policies and divisive issues at times. This approach fails to safeguard free exercise, free speech, and free enterprise.

Rating Criteria

Corporate Weaponization Risk Levels
Criteria	Risk Level
Cancellations	Medium Risk
Discriminatory Philanthropy	Lower Risk
Employment Protection	High Risk

Corporate Weaponization ⓘ

Corporate Governance and Public Policy Risk Levels
Criteria	Risk Level
Advocacy Bias	High Risk
Funding	Medium Risk
Political Actions	No Data

Corporate Governance and Public Policy ⓘ

Rating Criteria Detail

Criteria Risk Level Rationale

Corporate Weaponization

Criteria:

Has canceled 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:

Medium

Rationale:

SEI Investments practices ESG screening conducted by BMO Global Asset Management’s responsible engagement overlay (reo©) service for screening, engagement, and voting overlay (1). 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 (2)(3). the company is a signatory of the Principles for Responsible Investment, incorporating ESG issues into investment analysis, decision-making, and other business practices (4)(5). However, the company has not publicly canceled customers, suppliers, or vendors based on political views or religious beliefs (6).

Criteria:

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

Risk Level:

Lower

Rationale:

SEI Investments does not discriminate against charitable organizations based on views or beliefs (1).

Criteria:

Employment policies fail to protect against viewpoint or other discrimination and/or are ideological in nature.

Risk Level:

High

Rationale:

SEI Investments provides unconscious bias training for its employees and plans to implement “Companywide training and awareness beyond implicit bias training” (1). The company does not provide viewpoint protections for its employees (1).

Corporate Governance and Public Policy

Criteria:

Uses corporate reputation to support causes, organizations, or policies hostile to freedom of expression.

Risk Level:

High

Rationale:

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 (1)(2). The company promotes the UN’s Principles for Responsible Investing, LGBTQ Pride Month, and several other diversity initiatives based on gender and race (3). It is a signatory of Climate Action 100+, committed to net zero carbon emissions by 2050 (4). 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 (5). It also published a DEI commitment statement, a multiyear DEI strategic plan, and a DEI business case (6).

Criteria:

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

Risk Level:

Medium

Rationale:

SEI Investments has donated $109,000 to partnerships “focused on expanding the impact of global diversity and creating opportunities for youth of color” (1). Otherwise, there are no publicly known cases of the company using corporate funds to advance ideological causes, organizations, or policies (2).

Criteria:

Uses corporate political actions and/or financial contributions for ideological, non-business purposes.

Risk Level:

N/A

Rationale:

SEI Investments does not operate a PAC or engage in lobbying at this time (1)(2)(3).