Carlyle and SEI Expand Private-Market Strategies with DC Plan Model Portfolios
Carlyle Group and SEI announced a partnership to create joint model portfolios and private-market strategies for defined contribution plans, targeting wealth and retirement channels. The collaboration leverages SEI’s alternative investment marketplace and responds to a survey finding that 37% of plan sponsors are very interested in private markets.
1. Partnership Details
Carlyle Group and SEI have agreed to jointly develop model portfolios and private-market strategies tailored to defined contribution plans, aiming to simplify private allocation decisions for wealth and retirement channels.
2. SEI's Alternative Investment Platform
SEI will integrate its alternative investment marketplace, launched in March, providing research, subscription processing, and streamlined access to a broader range of private strategies under the SEI Access offering.
3. Growing Defined Contribution Demand
A 2025 survey found that 37% of retirement plan sponsors are very interested in incorporating private-market assets, reflecting strong administrator demand for alternatives in target-date funds and managed accounts.
4. Carlyle's Distribution Expansion
Carlyle has pursued multiple partnerships, including collaborations with State Street and CAIS, to combine public and private market exposures for individual investors, underscoring its focus on expanding private market participation.