SEI and has expanded its strategic partnership with private investment major The Carlyle Group to improve access to private markets for wealth and retirement investors, as demand for alternative assets continues to accelerate.
The enhanced collaboration aims to deliver more efficient and scalable implementation of private market strategies, including the development of new solutions tailored to financial advisers and retirement platforms. The firms said the initiative will focus on simplifying how investors allocate to private markets, an area that remains operationally complex despite growing interest.
The partnership builds on an existing multi-year relationship and combines Carlyle’s private markets investment capabilities with SEI’s strengths in manager research, portfolio implementation and client delivery. A key focus will be the creation of model portfolios and broader solution sets designed to integrate private market exposures into wealth and retirement channels.
The firms also plan to collaborate on strategies for the defined contribution segment, reflecting increasing efforts across the industry to incorporate private assets into retirement savings frameworks.
Michael Lane, head of asset management at SEI, said clients are increasingly seeking guidance on how to incorporate private markets into portfolios. He noted that the partnership is intended to streamline access to a wider range of strategies, leveraging SEI’s allocation expertise alongside Carlyle’s investment platform.
Jeff Nedelman, co-president and global head of client business at Carlyle, added that the tie-up reflects the growing importance of private markets within wealth and retirement ecosystems. He said the firm aims to extend its long-term investment approach to a broader investor base through solutions that align with evolving market structures.
