SEI and Carlyle Leverage $477 B Private Markets Expertise for Retirement Portfolios
SEI expanded its multi-year partnership with Carlyle to develop institutional-quality private market solutions for wealth and retirement investors, including custom model portfolios and defined contribution strategies. The collaboration leverages SEI’s research and implementation capabilities alongside Carlyle’s $477 billion private markets expertise to streamline private market access.
1. Enhanced Partnership Scope
SEI and Carlyle announced an enhanced phase of their multi-year relationship to extend institutional-quality private market capabilities across wealth and retirement channels. The agreement focuses on developing new collaborative solutions such as model portfolios and dedicated strategies for defined contribution plans.
2. Combined Expertise and Resources
The partnership merges Carlyle’s global private markets origination and investment experience with SEI’s research, implementation and client delivery infrastructure. SEI manages, advises or administers approximately $1.9 trillion in assets, while Carlyle oversees $477 billion in assets under management, bolstering scale and technical depth.
3. Strategic Implications for Clients
By integrating SEI’s allocation expertise and Carlyle’s private markets products, the firms aim to simplify access, reduce complexity and enhance scalability for advisors and individual investors. This collaboration positions SEI to expand its retirement services footprint and meet growing demand for private market solutions.