February 20, 2018
Recent interviews with product development executives at Putnam and Charles Schwab show the aggressive steps brand name providers are taking to keep their edge in a highly competitive and unforgiving marketplace.
December 11, 2017
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.
November 9, 2017
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.
October 17, 2017
Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.
September 28, 2017
Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.
September 28, 2017
Many asset managers describe 2017 as a “tipping point” for collective
investment trust flows from DC plans, according to a new analysis from Cerulli
September 26, 2017
“Distribution of standalone product has become more
competitive in the wake of commoditization and platform consolidation,”
according to a new analysis from Cerulli Associates.
September 18, 2017
In a new paper, Willis Towers Watson explores some of
the advantages white label funds may offer.
September 14, 2017
Goldman Sachs Launches new ETF; Betterment
Rolls Out Smart Beta Portfolio; and GRP Partners With Envestnet to Launch CIT Suite.
July 12, 2017
New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.
July 10, 2017
Mutual funds continue to be the investment vehicle of choice
among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely
June 29, 2017
Goldman Sachs Launches New ActiveBeta ETF; WisdomTree Sprouts New Smart Beta ETF; Manning & Napier Rolls out Disciplined Value CIT; and more.
May 30, 2017
Their assets have been increasing 14.4% per year, according to DST.
March 16, 2017
New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.
February 8, 2017
Some experts see CITs gaining big ground in retirement
plans; others see mutual funds holding them off.
January 12, 2017
Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.
October 14, 2016
An analysis finds collective investment trusts (CITs) are
gaining momentum for their potential to lower costs and reduce portfolio
volatility, but obstacles remain with transparency and accessibly.
October 13, 2016
Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more
October 6, 2016
Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.
September 29, 2016
Conning Launches New Suite of Risk Management Software; Advisor Partners Releases Global High Quality Dividend Yield Strategy; Jackson Square Partners Offering Mutual Funds; and more.