SEI INVESTMENTS CO. 2024-2025 Proxy Voting Records

Description as filed by funds: Election of Directors: Alfred P. West, Jr.

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Alfred P. West, Jr.”): 90,664,344 for, 4,490,032 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “On May 28, 2025, at the 2025 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 95% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 40,778,885 for, 78,707 against, 18,761 abstained, 15 not voted.

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

Description as filed by funds: Election of Directors: Jonathan A. Brassington

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: Jonathan A. Brassington”): 76,042,537 for, 18,832,214 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “On May 28, 2025, at the 2025 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 80% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 35,693,547 for, 5,164,045 against, 18,762 abstained, 15 not voted.

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

Description as filed by funds: Election of Directors: William M. Doran

SEI INVESTMENTS CO.’s own tally for this item (“Elect Director: William M. Doran”): 82,199,447 for, 12,952,820 against, per its Form 8-K filed May 28, 2025 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “On May 28, 2025, at the 2025 Annual Meeting of Shareholders (the "Annual Meeting") of SEI Investments Company (the "Company"), the following matters were submitted to the shareholders of the Company: (1) The following nominees were elected as directors of the Company for terms expiring in the year …”
Support: 86% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 107 asset managers below reported 38,912,221 for, 1,945,371 against, 18,761 abstained, 15 not voted.

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.

Description as filed by funds: To approve, on an advisory basis, the compensation of named executive officers.

SEI INVESTMENTS CO.’s own tally for this item (“(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 88.4% of the votes cast based on the votes set forth below:”): 83,962,657 for, 11,031,894 against — passed, per its Form 8-K filed May 28, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “(2) A resolution to approve, on an advisory basis, the compensation of named executive officers, was approved by 88.4% of the votes cast based on the votes set forth below:”
Support: 88% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the votes cast (“88.4% of the votes cast”).

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports, all 107 managers: 39,311,473 for, 1,546,119 against, 18,762 abstained, 15 not voted. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports, all 455 managers: 39,519,640 for, 7,367,191 against, 150,912 abstained, 138,564 not voted, 229 unknown. Showing the 25 largest; see all in the interactive database.

Description as filed by funds: TO RATIFY THE APPOINTMENT OF KPMG LLP AS INDEPENDENT REGISTERED PUBLIC ACCOUNTANTS FOR FISCAL YEAR 2025.

SEI INVESTMENTS CO.’s own tally for this item (“(3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2025 was ratified by 98.8% of the votes cast based on the votes set forth be”): 99,922,202 for, 1,237,838 against — passed, per its Form 8-K filed May 28, 2025 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “(3) The appointment of KPMG LLP as the independent registered public accountants to examine the Company's consolidated financial statements for 2025 was ratified by 98.8% of the votes cast based on the votes set forth below:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Voting standard, as the filing states it: a supermajority of the votes cast (“98.8% of the votes cast”).

The 107 asset managers below reported 40,849,487 for, 8,105 against, 18,761 abstained, 15 not voted.

Showing the 25 largest of 107 asset managers. See all 107 in the interactive database.