investment-oriented May-June 2011

Collective trusts – Investment Pools

Five complexities advisers should weigh about collective trusts

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December 11th, 2017

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.

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Investment Products and Services Launches

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The Markets

October 17th, 2017

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.