Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence - SEI Investments (NASDAQ:SEIC)

Core Viewpoint - Mackenzie Investments and SEI Trust Company have launched four new Collective Investment Trusts (CITs) to provide U.S. institutional investors with access to Mackenzie's Global Quantitative Equity strategies, combining advanced data science with human insight to generate alpha while managing risk [1][2]. Group 1: Company Overview - Mackenzie Investments is a Canadian investment management firm with approximately $244 billion (CAD) in assets under management as of December 31, 2025, and aims to deliver strong investment performance and innovative portfolio solutions [4]. - SEI is a global provider of financial technology, operations, and asset management services, managing, advising, or administering approximately $1.8 trillion in assets as of September 30, 2025 [5]. Group 2: Collective Investment Trusts Details - The newly launched CITs include the Mackenzie Quantitative International Large Cap CIT, Mackenzie Quantitative International Small Cap CIT, Mackenzie Quantitative US Small Cap CIT, and Mackenzie Quantitative Emerging Markets All Cap CIT [6]. - The CITs are designed to offer defined contribution and defined benefit plans streamlined access to Mackenzie's investment strategies, reinforcing the commitment to U.S. institutional investors [2][3]. Group 3: Trustee and Operational Excellence - SEI Trust Company will serve as the trustee for the CITs, leveraging its 30 years of expertise in the CIT space to provide trustee, accounting, valuation, administrative, and fiduciary services [3]. - The partnership between Mackenzie and SEI aims to enhance operational excellence and fiduciary service, empowering institutional investors with efficient investment options [3].