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SEI and Carlyle: Enhanced Partnership for Private Market Access

In a significant move aimed at expanding access to private market capabilities in wealth and retirement channels, SEI (NASDAQ: SEIC) and Carlyle (NASDAQ: CG) have reaffirmed their partnership. Announced on April 30, 2026, this strategic collaboration is designed to deliver institutional-quality private market solutions, helping investors gain streamlined access to a broader array of private market strategies. With a growing interest in private markets, it’s crucial for investors and their advisors to find efficient methods of integration within their portfolios.

Background of the Partnership

This expanded partnership enhances a multi-year relationship already in place between SEI and Carlyle. Carlyle contributes its extensive experience and expertise in global private markets, complemented by SEI's capabilities in research, implementation, and client service delivery. By aligning their strengths, the two firms aim to create tailored private market solutions specifically designed for wealth and retirement investors, which also include the crafting of model portfolios.

Furthermore, the collaboration is particularly focused on the defined contribution market, emphasizing SEI's established position in the retirement services sector. This next phase signifies a deeper commitment from both sides to develop efficient and scalable solutions which can transform private market access for individual investors.

Addressing Market Needs

Michael Lane, Head of Asset Management at SEI, pointed out that a pressing inquiry from clients is about how best to allocate resources to private markets. The partnership seeks to demystify this process by offering more simple access to diverse investment strategies. With SEI's rich history in manager research and private market allocation matched with Carlyle’s prowess in investment origination, they aim to significantly enhance client support as private markets continue to evolve.

Jeff Nedelman, Co-President and Global Head of Client Business at Carlyle, expressed that the partnership underscores the increasing significance of private markets in the investment landscape for both wealth and retirement spaces. Carlyle’s long-standing approach has been about fostering long-term value creation for clients, and this cooperative effort aims to adapt those principles to the present-day market environment.

What Lies Ahead for the Investors

The increasing attention on private markets reflects a broader paradigm shift in investment strategy, moving away from traditional asset classes towards investment opportunities that promise higher returns and diversification benefits. As private markets become more mainstream, the collaboration between SEI and Carlyle becomes even more essential in helping investors navigate this complex landscape.

SEI’s legacy in manager research positions them uniquely to assist clients in understanding how private markets intertwine with their wider investment strategies. The development of new model portfolios and private market solutions will provide much-needed clarity and direction to investors looking at these alternatives.

As of March 31, 2026, SEI manages approximately $1.9 trillion in assets, showcasing its capacity to deliver comprehensive solutions across the financial spectrum. Carlyle, managing $477 billion as of the end of December 2025, is well-equipped to connect individuals with strategic opportunities in private markets.

In summary, the strengthened alliance between SEI and Carlyle signals an important strategy for addressing the evolving needs of investors in wealth and retirement sectors. By focusing on enhancing access to private market capabilities, the partnership not only aims to boost investor confidence but will also ensure that they are equipped with the necessary tools and strategies to thrive in an increasingly diversified investment landscape. The collaboration is set to reshape the experience for individual investors, helping them capitalize on unique market opportunities while minimizing complexities.

Conclusion

With ongoing developments in the private market space, SEI and Carlyle are poised to lead the way for enhanced accessibility, supporting individual investors in making informed decisions and optimizing their portfolios. As they navigate this transformative phase, both firms remain committed to fostering an environment where clients can successfully engage with private markets, resulting in mutually beneficial outcomes in the long run.