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

Executive Summary

• Mackenzie Investments and SEI announced a partnership to launch four new Collective Investment Trusts (CITs) that provide U.S. institutional investors access to Mackenzie’s Global Quantitative Equity strategies.
• SEI Trust Company will serve as the trustee, handling operational, accounting, valuation, and fiduciary services for the CITs.
• The four CITs cover International Large‑Cap, International Small‑Cap, U.S. Small‑Cap, and Emerging Markets All‑Cap quantitative equity strategies.

Key Details

• Partnership Structure: SEI Trust Company (STC) appointed as trustee for the newly created CITs; Mackenzie Investments acts as investment adviser.
• New CIT Offerings:
• Mackenzie Quantitative International Large Cap CIT
• MackKenzie Quantitative International Small Cap CIT
• Mackenzie Quantitative US Small Cap CIT
• Mackenzie Quantitative Emerging Markets All‑Cap CIT
• Target Audience: Defined contribution and defined benefit pension plans, as well as other qualified retirement and profit‑sharing plans seeking cost‑efficient, quantitative equity exposure.
• Strategic Rationale: Combines Mackenzie’s global quantitative investment expertise with SEI’s operational scale and fiduciary capabilities to meet growing demand for flexible institutional vehicles in the U.S. market.
• Quotes:
• Chris Adey (Head of U.S. Institutional Sales, Mackenzie): Emphasized offering U.S. institutions access to proven quantitative strategies via CITs.
• Sean Lawlor (SVP & Head of SEI’s Traditional Investment Managers business): Highlighted the partnership’s enhancement of operational excellence and fiduciary service for institutional investors.
• SEI Scale: As of Sept. 30 2025, SEI Trust Company manages over $260 B in AUM within the CIT space.
• Mackenzie Scale: Approximately $244 B CAD in assets under management as of Dec. 31 2025; part of IGM Financial Inc.

Notable Quotes

“We're pleased to now offer U.S. institutions the opportunity to access proven Mackenzie Global Quantitative Equity strategies through our CITs,” – Chris Adey, Head of U.S. Institutional Sales, Mackenzie Investments.

“Our partnership with Mackenzie raises the bar on operational excellence and fiduciary service as they expand their institutional business in the U.S.,” – Sean Lawlor, Senior Vice President & Head of SEI’s Traditional Investment Managers business.