Carlyle and SEI Expand Private Market Strategies for Retirement Channels
Global investment firm Carlyle and SEI have enhanced a multi-year partnership to develop new private market solutions, including model portfolios and defined contribution strategies across wealth and retirement channels. Carlyle brings $477 billion in assets under management expertise while SEI leverages its $1.9 trillion technology, research and client delivery platform.
1. Partnership Overview
Carlyle and SEI have upgraded their multi-year collaboration to broaden institutional-quality private market access for wealth and retirement investors. The enhanced agreement focuses on co-developing streamlined solutions that integrate private markets into advisory and retirement plan offerings.
2. Carlyle’s Private Markets Expertise
Carlyle brings $477 billion in assets under management across private equity, credit and AlpInvest segments. Its global origination and investment experience will support the design and implementation of scalable private market strategies for individual and retirement investors.
3. SEI’s Technology and Research Platform
SEI contributes its leading retirement services capabilities and technology framework, managing, advising or administering $1.9 trillion in assets. Its strengths in manager research, implementation and client delivery underpin the development of model portfolios and defined contribution solutions.
4. Impact on Wealth and Retirement Investors
The partnership aims to simplify private market allocation by offering investors streamlined access to a broader range of strategies within their portfolios. Defined contribution market initiatives and model portfolio designs seek to enhance scalability, efficiency and long-term value for plan sponsors and advisors.