Core Viewpoint - Mackenzie Investments and SEI 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][3]. Group 1: New Investment Offerings - The newly launched CITs include the following strategies: 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 [7]. - These CITs are designed to streamline access for defined contribution and defined benefit plans to Mackenzie's holistic quantitative investment approach [2]. Group 2: Partnership and Operational Excellence - SEI Trust Company will serve as the trustee for the new CITs, enhancing operational scale and fiduciary capabilities to meet the needs of U.S. institutional investors [3][4]. - The partnership aims to empower institutional investors, allocators, consultants, and recordkeepers with efficient investment options, reflecting a commitment to operational excellence and fiduciary service [4]. Group 3: Company Backgrounds - Mackenzie Investments, a Canadian investment management firm, manages approximately $244 billion (CAD) in assets as of December 31, 2025, and is part of IGM Financial Inc., which has total assets under management and advisement of approximately $310 billion (CAD) [5]. - SEI, a global provider of financial technology and asset management services, manages, advises, or administers approximately $1.8 trillion in assets as of September 30, 2025 [6].

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].

Core Points - BPAS has achieved certification from the Centre for Fiduciary Excellence (CEFEX), indicating alignment with investors' interests and trustworthiness [1][2] - The certification process involves adherence to the American Society of Pension Professionals & Actuaries (ASPPA) Standard of Practice for Retirement Plan Service Providers, which includes best practices in governance, operations, and disclosure [3][4] - BPAS is recognized for both Recordkeeping and Third-Party Administration Services, reinforcing its commitment to excellence and integrity [5][6] Company Overview - BPAS is a national provider of retirement plans, benefit plans, fund administration, and institutional trust services, supporting over 6,100 plans and managing $110 billion in trust assets [7][8] - The company operates through 17 offices across the nation and Puerto Rico, emphasizing a solutions-oriented approach to benefit challenges [4][8] - BPAS is a subsidiary of Community Financial System, Inc. (CFSI, NYSE: CBU) and has been in operation since 1973 [4][7] Industry Context - CEFEX certification is recognized as a mark of excellence in the industry, representing adherence to high professional standards [6][9] - Broadridge Fi360 Solutions, the organization behind CEFEX, provides fiduciary education and tools for financial professionals to enhance their practices [9]