Shedding Light on Collective Investment Trust Funds

Early collective investment trusts (CITs) were pools of securities, traded manually, and typically valued only once a quarter. While popular in defined benefit plans, CITs were not as widely accepted in defined contribution plans due to operational constraints and a lack of information available to plan participants. Today, there is growing concern over how 401(k) … Continue reading Shedding Light on Collective Investment Trust Funds

Why Advisors are Taking a New Look at Collective Investment Trusts

Advisors, Investments, Collective Investment Trusts,

As many institutional investment advisors know, Collective Investment Trusts have been in existence since the 1970s. Yet today‚Äôs collective funds are becoming increasingly popular as plan sponsors and institutional investment advisors seek more efficient ways to provide plan participants with high quality/low cost investment options. What Has Changed There are two reasons for collective funds … Continue reading Why Advisors are Taking a New Look at Collective Investment Trusts