Providers of collective investment trusts are expected to target midsize and large DC plans in the coming year.
After a tumultuous few years of rising interest rates and market volatility, ISS MI sees a return to growth for...
Plan advisers continue to pick TDFs in retirement plans, rather than more personalized managed accounts, in part due to legal...
A 2020 case over the performance of proprietary CITs ends with a settlement.
The CIT division purchased by private equity firm Madison Dearborn Partners is now its own entity selling the popular 401(k)...
Low-fee collective investment trusts, already popular among large plan sponsors, may be moving down-market to smaller plans.
Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation.
While market depreciation drove TDFs off a record '21, inflows stayed strong, according to Morningstar.
Participants enjoyed lower fees within retirement investments in 2022, due largely to shifts by defined contribution vehicles, rather than from...
After stock-and-bond “bloodbath” in 2022, retirement savers may want to rework the old 60/40 return model.
Most target-date providers saw losses in 2022, with gains coming mostly from CIT-based funds.
Asset managers are replicating existing mutual fund investment strategies in separately managed accounts and collective investment trusts to meet demand...
Speakers at a recent webinar discussed considerations for using collective investment trusts in defined contribution plans.
The burgeoning collective investment trust marketplace is creating new opportunities for retirement plan investors and trust companies alike—as well as new due diligence requirements for fiduciaries.
They foresee growth in the use of CITs, retirement income products and ESG investments.
How advisers can use RFIs to ensure they match clients with the best providers.