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Collective Trusts: 5 Things to Consider
Working with a sponsor who wants to switch out some mutual funds for collective trusts?
Reported by Judy Ward
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Boosted by Retirement Contributions, CIT Assets Approach $3 Trillion
U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds.
Investment Products and Services Launches
Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.
Advisers More Apt to Use CITs in Client Portfolios
Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.