Investment Products and Service Launches
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.
Tag: Collective trusts
Asset Owners Looking to Use Smart Beta Solutions
The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners.
CIT Use by Retirement Plans Is Growing
Wells Fargo offers non-affiliated manager strategies for CITs, with no asset minimums.
Guardian Adds to Managed Account QDIA Capabilities
Guardian Insurance and Annuity Company is partnering with Brinker Capital Destinations to deliver a new CIT-based qualified default investment alternative to retirement plan clients.
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The Value of Alts
Alternatives can play a helpful role as interest rates rise and equity markets whipsaw
Investment Product and Service Launches
S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.
Investment Product and Service Launches for the Week
Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...
Investment Product and Service Launches for the Week
Nationwide beefs up investment solution builder program; Acuitas establishes new long/short equity option designed for retirement plans; LGIMA touts new liability-based funds for small and mid-sized pensions.
Investment Product and Service Launches for the Week
BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.
Pensionmark Introduces Custom TDFs
The funds aim to provide returns in line with market indexes.
Legg Mason Rolls Out Credit CIF
Legg Mason’s new credit collective investment fund (CIF), sub-advised by Western Asset, is designed to allow eligible retirement plans the efficiency and flexibility to better align assets with...
Growth in CIT Use Driven By Familiar Market Factors
Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.
John Hancock Names Promotion in Southeast Division
John Hancock Retirement Plan Services (RPS) announced the promotion of Barbara Wilderman to regional vice president in the Southeast division.
Schwab Introduces Low-Fee Passive TDF Share Class
Charles Schwab Bank launched a new share class for the passive Schwab Indexed Retirement Trust Funds (SIRT Funds), featuring a 0.08% expense ratio and a $100 million minimum...
ETF Strategist Opens Collective Fund to DC Plans
Exchange-traded fund (ETF) investment strategist iSectors LLC says its Post-MPT Growth Allocation product is now available as a collective investment fund (CIF) for tax-qualified, employer-sponsored defined contribution (DC)...
More Retirement Plans May Invest in CITs
More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.
Researchers Propose Trusteed Retirement Funds
A new paper published by the Social Science Research Network recommends a single private defined contribution (DC) pension system that can cover all working Americans, with a single...
Collective Investment Fund Pursues Endowment Style
A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.