SEIC Forecast


Bullish Case: SEIC's robust AUM growth, the expanding adoption of the SEI Wealth Platform, and recent dividend hikes suggest sustained long-term upside potential, despite current pricing dips.


Bearish Case: SEIC's portfolio adjustments and recent insider sales may indicate potential risks. Coupled with the downward trend in its short-term historical returns, there is vulnerability to near-term downside.


Potential Outcomes: 40% chance of AUM-driven growth; 30% risk portfolio adjustments dampen performance; 20% stability due to mixed AI forecasts; 10% severe market events trigger volatility.


Trading Oracle: Enter near-term bearish debit spreads given the projected higher volatility in the short term and Helium's higher forecast uncertainty. Focus on strikes near current price ($64.71) for 30-60 day expiry, capitalizing on recent dips and volatility alignment.


June 30, 2024


SEI Investments Forecast

SEIC      SEI Investments











Correlated Assets

Assets that tend to move strongly with SEIC



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.84)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.5)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.5)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)



Uncorrelated Assets

Assets with little price relationship to SEIC



LI Forecast + Options Trading Strategies   LI  Li Auto (-0.5)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.5)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.84)



Anticorrelated Assets

Assets that tend to move strongly against SEIC



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.84)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.5)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.5)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)





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