{"id":615698,"date":"2026-04-30T18:01:09","date_gmt":"2026-04-30T18:01:09","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/615698\/"},"modified":"2026-04-30T18:01:09","modified_gmt":"2026-04-30T18:01:09","slug":"sei-partners-with-carlyle-to-expand-private-markets","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/615698\/","title":{"rendered":"SEI Partners With Carlyle to Expand Private Markets"},"content":{"rendered":"

SEI, a fintech and management accounts provider, is partnering with global alternative asset manager Carlyle to expand access to private market investments across wealth and retirement channels.<\/p>\n

The collaboration will include the development of new joint products, among them model portfolios. SEI and Carlyle will also partner to provide private-market strategies for the defined contribution market.<\/p>\n

\u201cOne of the most common questions we hear from clients is how to allocate to private markets,\u201d said Michael Lane, head of asset management at SEI, in a statement. \u201cOur objective with Carlyle is to help simplify that decision by providing more streamlined access to a broader range of strategies.\u00a0<\/p>\n

Last March, SEI launched a new alternative investment marketplace as part of SEI Access<\/a>. The tool provides research on strategies and funds, and subscription processing functionality. The firm has also long served as an asset manager for defined contribution plans.\u00a0<\/p>\n

Related:Blue Owl Raises $3B in Wealth Channel Despite Private Credit Tumult<\/a><\/p>\n

As the Trump administration continues its push to include private markets as an option in DC plans, plan administrators have shown strong interest in alternative investments. A 2025 survey by research firm Cerulli Associations found that 37% of retirement plan sponsors said they were very interested in learning how to incorporate private market assets<\/a> through target-date funds or managed accounts.\u00a0<\/p>\n

Meanwhile, Carlyle has been working on a partnership with State Street Corp. that would combine public and private market investments<\/a> for individual investors. It has also worked with\u00a0<\/a>the alternative investment platform CAIS to bring private-market models to its marketplace, including strategies focused on private equity and private credit.\u00a0<\/p>\n

\u201cThis partnership reflects the increasing role of private markets across the wealth and retirement landscape,\u201d said Jeff Nedelman, co-president and global head of client business at Carlyle, in a statement.<\/p>\n

\u201cSEI brings a deep understanding of this ecosystem, and we look forward to continuing our work together to support greater participation in private markets for individual investors.\u201d<\/p>\n

Alternative asset managers, traditional asset managers, fintech firms and management account providers have been increasingly partnering to bring private-market strategies to individual investors. These have ranged from evergreen funds, SMAs and model portfolios combining public and private market exposure on the private wealth side to CITs and target-date funds<\/a> on the retirement side.\u00a0<\/p>\n

For example, in January, BlackRock and the Partners Group launched an SMA investing in multiple private asset classes through evergreen funds<\/a>. In February, Bitwise\u00a0launched model portfolios focusing on crypto ETFs<\/a>. Other high-profile partnerships have included Blackstone, Vanguard Group and Wellington Management Co. teaming up on funds that would combine public equities and bonds with private-market exposure<\/a> and KKR and the Capital Group working on public-private fixed-income investment products<\/a>.<\/p>\n

Related:UBS Says Wealthy Clients Cool on Private Credit<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"SEI, a fintech and management accounts provider, is partnering with global alternative asset manager Carlyle to expand access…\n","protected":false},"author":2,"featured_media":615699,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[39],"tags":[28,147,530],"class_list":["post-615698","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/615698","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=615698"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/615698\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/615699"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=615698"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=615698"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=615698"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}