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January 30, 2003

January 30, 2003. Who We Are – Corporate Highlights. Established in 1968 Publicly traded company with a US $3 billion market cap and 40% employee ownership 1700 professionals in 25 offices in 11 countries around the world. Who We Are – SEI Worldwide. LONDON Pension Asset Management.

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January 30, 2003

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  1. January 30, 2003

  2. Who We Are – Corporate Highlights • Established in 1968 • Publicly traded company with a US $3 billion market cap and 40% employee ownership • 1700 professionals in 25 offices in 11 countries around the world.

  3. Who We Are – SEI Worldwide LONDON Pension Asset Management SWITZERLAND Pension Asset Management FRANCE Joint Venture Asset Management DUBLIN Offshore Funds Servicing Division TORONTO Pension Asset Management KOREA Joint Venture Asset Management U.S. Parent Company TAIWAN Joint Venture Asset Management Company MEXICO Asset Management Company HONG KONG Developing Relationship Network SOUTH AFRICA Joint Venture Pension Asset Management Company CAYMAN ISLANDSGlobal Product Platform ARGENTINA Developing Pension and HNW Distribution Network

  4. Who We Are –SEI Corporate Recognition • Honor Roll Selection (Number 4) on “The Wall Street Journal’s Shareholder Scoreboard” • Number 45 on list of “Fortune’s 100 Best Companies to Work For” • Number 3 Business Week’s List of “Best Performing Mid-Caps” • Number 5 “Best Value CEO” According to Forbes • Selection for S&P Midcap 400

  5. What We DoWe Create and Manage Wealth for Institutions and Private Clients • Global leader in manager of manager investment solutions • Leading provider of managed investment programs for high net worth individuals in the US • One of the five fastest growing investment companies in the US • Global leader in providing investment systems and services • Leading provider of investment systems in the US • Leading provider of mutual fund processing in the US

  6. What We Do – Our Offering and Our Target Markets Corporations Financial Institutions Wealthy Private Clients Comprehensive Business Solutions SEI Products and Services

  7. How We Are Different – To Create Value for Our Customers • Innovative • Flexible • Client-Focused • Technological • Resourceful • Hands-On • Visionary

  8. How We Are Positioned (Currently) Solution (leveraged, strategic, customized) Solution Process & Support (enhancement, best practice) Process = Financial Wellness Solutions Leaders Product (off-shelf, functional) Product Degree of Value Most Firms Random Activity (quick fix) Actions Challenged Random Tactical Strategic Transformational Degree of Business Change

  9. Best-Practice Solution Development Guidelines ILLUSTRATION Launch Market Immersion Strategy Formulation Solution Development Propose Define Design Test Ideas Determine Customer Needs Refine Design, Pricing, Business Model Targeting projections Alpha Test Market Analyze IndustryForces Iteratively testing solutions with customers will minimize investment & speed market adoption Create FranchiseBusiness Options & Targeting Analyze Competitive Environment TestCustomer, Competition, SEI leverage &BusinessModel Identify SEI Assets and Capabilities Data

  10. The IM Business Problem We concluded that Investment Managers do not have the tools or capabilities to cost effectively grow their business model and thereby maximize the firm value. Typical Resource Allocation Customer Intimacy Losing focus on core capabilities Investment Management Resource investments lack value and scale Operations Money managers need to align their capabilities with the market to provide scale and scope opportunities, thereby maximizing their equity

  11. End State Franchise Model Value By partnering with the SEI Franchise Solution, Investment Managers can focus on growing their business through alpha and client intimacy. Typical Resource Allocation (Focus & Dollars) New World Resource Allocation (Focus & Dollars) Minimize Risk Customer Intimacy Customer Intimacy Enhance Revenue Investment Management Improve Efficiency Losing focus on core capabilities Resource investments lack value & scale Investment Management Operations Operations SEI will drive a sustainable business by combining the value elements of revenue enhancement, operational efficiency and risk management. This will make SEI a true business partner and change the game from functional outsourcing to strategic.

  12. The Money Managers ‘Franchise’ of Services The Money Manager’s Consortium ‘Suite’ • Investment Processing • Trade order Mgt. • Investment Decision • Client reporting • Workflow automation • Open middleware • Commercial Banking management • Profitability assessment & scorecard • Billing/ Invoice tools • Payroll assistance • Benefits Admin • M&A matching & models CFO Suite COO Suite CEO Portal • Open architecture & network • Web, Java based • MS.Net? • Modular • Flexible • Knowledge Mgt. • Human Resources • Executive Concierge • Events Planning • Legal Network Enterprise Suite SEI Platform

  13. Lessons Learned • Start Small, Scale Fast…Market Moves too Fast for Long-Term Research Projects • Focus on Customer Business Problems • Think Outside Current Assets and Processes to Develop New Solutions • Change Management is as Important as Strategy Formulation • The Old Ways of Doing Things Can’t Be Forgotten too Soon. • You’ll Lose too Many People in the Process

  14. Bumps in the Road • How do you freeze the market without overselling the solution? • How do you handle sales structure and compensation? • What is the right service model? • How do you handle new positioning migration? • New Customer • Existing Customers • How do you balance short-term capital market requirements with long-term business planning?

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