Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence

Mackenzie Investments and SEI (NASDAQ: SEIC) announced on January 27, 2026 that SEI Trust Company will serve as trustee for four newly launched collective investment trusts (CITs).

Rhea-AI Summary

Mackenzie Investments and SEI (NASDAQ: SEIC) announced on January 27, 2026 that SEI Trust Company will serve as trustee for four newly launched collective investment trusts (CITs).

The CITs—Mackenzie Quantitative International Large Cap, International Small Cap, US Small Cap, and Emerging Markets All Cap—provide U.S. defined contribution and defined benefit plans access to Mackenzie Global Quantitative Equity strategies combining data science and portfolio management. SEI will supply trustee, accounting, valuation, administrative, and fiduciary services. SEI reported $260B+ in AUM as of Sept. 30, 2025.

Argus Jan 27 session

-0.82% close to close Open Argus

Details

News Market Reaction – SEIC

On Jan 27, the day this news came out, SEIC closed 0.82% below the previous close.

Data tracked by StockTitan Argus for the Jan 27 session.

Key Figures

Number of CITs: 4 CITs CIT AUM: $260B+ CIT experience: 30+ years +1 more

Number of CITs

4 CITs

New Mackenzie–SEI collective investment trusts

CIT AUM

$260B+

SEI as third-party independent trustee of CIT services as of Sept. 30, 2025

CIT experience

30+ years

SEI’s experience in the collective investment trust space

Reference date

Sept. 30, 2025

AUM reference date for SEI’s CIT trustee business

Previous Partnership Reports

5 past events · Latest: Nov 18

Same Type 5 events

1. Nov 18

   Wealth platform partnership

   24h Move

   -0.7%

   Syverson Strege migrating $1B AUM to SEI’s Wealth Platform.

2. Oct 02

   Tech infrastructure deal

   24h Move

   +0.9%

   Strategic partnership with Graphene leveraging SEI Wealth Platform.

3. Sep 02

   Ops outsourcing pact

   24h Move

   -0.2%

   Nephila Capital selects SEI for global back- and middle-office support.

4. Jul 18

   Strategic investment deal

   24h Move

   -0.4%

   SEI acquires 57.5% stake in Stratos Wealth Holdings for $527M.

5. May 21

   Managed services expansion

   24h Move

   -2.1%

   TrinityBridge expands use of SEI Sphere and related platforms.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

collective investment trusts, defined contribution, defined benefit, alpha, +1 more

5 terms

collective investment trusts financial

"will serve as the trustee of four newly launched CITs."

Collective investment trusts are pooled investment funds run by banks or trust companies for workplace retirement plans and other qualified accounts; think of them like a shared shopping cart where many investors combine money to buy a mix of stocks or bonds. They matter to investors because they often charge lower fees and are designed for long-term retirement use, which can improve net returns and affect the cost, liquidity and transparency of retirement savings.

defined contribution financial

"provide defined contribution and defined benefit plans with streamlined access"

A defined contribution plan is a retirement savings arrangement where the amount put into an employee’s account is fixed by a formula or contribution schedule, but the final payout depends on how the invested money performs. Think of it as a personal savings pot that grows or shrinks with market returns; for investors, it matters because companies offering these plans have more predictable short-term costs but shift long-term retirement risk onto employees, affecting corporate liabilities, cash flow and workforce stability.

defined benefit financial

"provide defined contribution and defined benefit plans with streamlined access"

A defined benefit is a retirement promise where an employer guarantees a specific payment to a worker after they retire, usually based on salary and years of service. Think of it as the company promising a fixed monthly pension like a lifetime paycheck; investors care because fulfilling that promise is a long-term liability that can require large cash payments, affect a company’s profits and creditworthiness, and change the business’s financial flexibility.

alpha financial

"data science with human insight in seeking to generate alpha while carefully"

Alpha is the extra return an investment or fund earns above what would be expected from overall market moves or a chosen comparison index; think of it as how much a chef’s unique recipe outperforms a standard cookbook dish. Investors use alpha to judge whether a manager’s decisions or a strategy are adding value beyond luck or general market trends, with positive alpha indicating outperformance and negative alpha showing underperformance.

View in glossary

fiduciary regulatory

"SEI's operational scale and fiduciary capabilities to meet the growing demand"

A fiduciary is a person or organization legally required to act in another party’s best financial interest when handling money or giving investment advice. Think of a fiduciary as a trusted guardian who must choose what benefits the client rather than what benefits themselves; for investors, this reduces conflicts of interest and gives stronger protection that decisions and recommendations prioritize the investor’s financial wellbeing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie's Global Quantitative Equity Strategies

BOSTON and OAKS, Pa., Jan. 27, 2026 /PRNewswire/ -- Mackenzie Investments ("Mackenzie") and SEI^® (NASDAQ: SEIC) today announced that SEI Trust Company ("STC"), a leading provider of trustee, operational, and administrative services for collective investment trusts (CITs), will serve as the trustee of four newly launched CITs.

The four strategies now available through the CIT structure include:

• Mackenzie Quantitative International Large Cap CIT
• Mackenzie Quantitative International Small Cap CIT
• Mackenzie Quantitative US Small Cap CIT
• Mackenzie Quantitative Emerging Markets All Cap CIT

The CITs are designed to provide defined contribution and defined benefit plans with streamlined access to Mackenzie's Global Quantitative Equity team's holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.

"We're pleased to now offer U.S. institutions the opportunity to access proven Mackenzie Global Quantitative Equity strategies through our CITs," said Chris Adey, Head of U.S. Institutional Sales, Mackenzie Investments. "Establishing CIT vehicles further reinforces our commitment to serving U.S. institutional consultants and allocators across the spectrum as well as the evolving needs of U.S. institutional investors."

By appointing STC as trustee, Mackenzie combines its global investment management acumen with SEI's operational scale and fiduciary capabilities to meet the growing demand for flexible, cost-efficient investment vehicles among U.S. institutional investors.

"Our partnership with Mackenzie raises the bar on operational excellence and fiduciary service as they expand their institutional business in the U.S.," said Sean Lawlor, Senior Vice President and Head of SEI's Traditional Investment Managers business. "SEI Trust Company will help Mackenzie empower institutional investors, allocators, consultants, and recordkeepers with investment options to help achieve their goals with greater confidence and efficiency."

With more than 30 years of deep expertise in the CIT space, SEI's team of dedicated professionals provide trustee, accounting, valuation, administrative, and fiduciary services to support asset managers' and plan sponsors' unique needs. As of Sept. 30, 2025, SEI is an industry-leading third-party independent trustee of CIT services with $260B+ in AUM.

About Mackenzie Investments
Mackenzie Investments ("Mackenzie") is a Canadian investment management firm with approximately $244 billion (CAD) in assets under management as of December 31, 2025. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada's leading diversified wealth and asset management organizations with approximately $310 billion (CAD) in total assets under management and advisement as of December 31, 2025. For more information, visit mackenzieinvestments.com

About SEI^®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of Sept. 30, 2025, SEI manages, advises, or administers approximately $1.8 trillion in assets. For more information, visit seic.com.

About SEI Trust Company
SEI Trust Company (the "Trustee") serves as the Trustee of the Fund(s) and maintains ultimate fiduciary authority over the management of, and the investments made, in the Fund(s). The Fund(s) are part of a Collective Investment Trust (the "Trust") operated by the Trustee. The Trustee is a trust company organized under the laws of the Commonwealth of Pennsylvania and wholly owned subsidiary of SEI Investments Company (NASDAQ: SEIC).

The Trust is managed by the Trustee based on the investment advice of Mackenzie Investments Corporation, the investment adviser to the trust.

The Mackensie Collective Investment Trust is a trust for the collective investment of assets of participating tax qualified pension and profit-sharing plans and related trusts, and governmental plans as more fully described in the Declaration of Trust. As bank collective trusts, the Mackensie Collective Investment Trusts are exempt from registration as an investment company.

The Funds are not mutual funds, and their units are not registered under the Securities Act of 1933, as amended, or the applicable securities laws of any state or other jurisdiction.

There are risks with investing, including possible loss of principal. There can be no assurance that performance will be enhanced or risk will be reduced for investment strategies that seek to provide exposure to certain quantitative factors. Exposure to such investment factors may detract from performance in certain market environments, in some cases for extended periods. In such circumstances, an investment strategy may seek to maintain exposure to the targeted investment factors and not adjust to target different factors, which could result in losses.

While the investment strategies are actively managed, the strategies' investment process is expected to be heavily dependent on quantitative models and the models may not perform as intended. Past performance is no guarantee of future results.

Foreside Fund Services, LLC is the Placement Agent for Mackenzie Investments Corporation. Foreside Fund Services, LLC and Mackenzie Investments Corporation are not affiliated.

Mackenzie Media Inquiries
Jaimie Roebuck
647-629-2747
jaimie.roebuck@igmfinancial.com

SEI Media Inquiries
Alicia Rudd
+1 610-676-3887
arudd@seic.com 

View original content:https://www.prnewswire.com/news-releases/mackenzie-investments-partners-with-sei-to-expand-us-institutional-presence-302670368.html

SOURCE SEI Investments Company

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What CITs did Mackenzie and SEI launch on January 27, 2026 under ticker SEIC?

They launched four CITs: Mackenzie Quantitative International Large Cap, International Small Cap, US Small Cap, and Emerging Markets All Cap.

How will SEI Trust Company support Mackenzie’s new CITs (SEIC)?

SEI Trust Company will provide trustee, accounting, valuation, administrative, and fiduciary services for the CITs.

Who are the target investors for the Mackenzie CITs associated with SEIC?

The CITs are designed for U.S. institutional investors, including defined contribution and defined benefit plans, consultants, allocators, and recordkeepers.

What investment approach do the Mackenzie Quantitative CITs use under the SEIC partnership?

They use Mackenzie Global Quantitative Equity’s approach, which combines advanced data science with human portfolio management to seek alpha while managing risk.

Does SEI disclose scale metrics relevant to the SEIC trustee role?

Yes. SEI reported being a third-party independent trustee of CIT services with $260B+ in AUM as of Sept. 30, 2025.

When did Mackenzie and SEI announce the CIT partnership and trustee appointment for SEIC?

The appointment and CIT launches were announced on January 27, 2026.