Business
Mackenzie Investments Partners with SEI to Expand U.S. Institutional Presence
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.
About this update from Sei Investments Company
[{"type":"text","content":"Companies Launch Suite of Collective Investment Trusts, Leveraging Mackenzie's Global Quantitative Equity Strategies","length":120,"tagName":"p","attribs":{}},{"type":"text","content":"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.","length":347,"tagName":"p"},{"type":"text","content":"The four strategies now available through the CIT structure include:","length":68,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Mackenzie Quantitative International Large Cap CIT","length":50,"tagName":"p"}]},{"val":[{"type":"text","content":"Mackenzie Quantitative International Small Cap CIT","length":50,"tagName":"p"}]},{"val":[{"type":"text","content":"Mackenzie Quantitative US Small Cap CIT","length":39,"tagName":"p"}]},{"val":[{"type":"text","content":"Mackenzie Quantitative Emerging Markets All Cap CIT","length":51,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":190,"olType":false},{"type":"text","content":"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.","length":319,"tagName":"p"},{"type":"text","content":""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."","length":445,"tagName":"p"},{"type":"text","content":"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. inst...