Tag: Collective trusts

A manager of managers approach may help defined contribution (DC) plan sponsors offer more diversified investment options to participants without overwhelming them with too many options or increasing...

The use of collective investment trusts (CITs) is highest among defined contribution plans with at least $250 million in assets, according to Cerulli Associates.

Newfound Research and 3D Asset Management have released the PrudentPath Target-Date Portfolio Series, a suite of model lifecycle portfolios utilizing exchange-traded funds (ETFs) and hybrid management.

One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.

Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.

Target-date funds had an average total return of 5.4% for the fourth quarter of 2013, according to Morningstar data.

Incapital and Nuveen Asset Management unveiled a new equity unity trust built around Bob Doll’s 2014 market predictions.

A zero-revenue share class was added to Manning & Napier’s Pro-Mix Collective Investment Trust (CIT) Fund family.

Alta Trust Company announced it has partnered with custodian Folio Institutional for investment managers seeking to establish collective investment funds.  

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

The current focus on retirement plan costs to participants provides a growth opportunity for the use of institutional investment products in defined contribution plans.

To meet rising demand for Treasury inflation-protected securities (TIPS), BNP Paribas launched a fund that is being managed by FFTW.

ING U.S. Investment Management introduced a customizable liability-driven investing (LDI) collective trust solution to assist plan sponsors with matching assets to future benefit payments.

Nearly half of DC sponsors either offer or plan to soon offer some type of inflation protection strategy to their participants, according to the Mercer US Defined...

Trademark Capital Management has acquired Athens Capital Group, LLC, as part of a national growth strategy.

The median return of the State Street Universe (SSU) of total plans rose 5.3% in the fourth quarter of 2010, according to the State Street Corporation.

The Companies of OneAmerica have launched Premier Trust for plans with assets of $5 million and above.

The median return of the BNY Mellon Master Trust Universe was 8.48% for the third quarter of 2010, reversing course from the -4.87 % return reported for Q2.