Ian Gilbert is an Analyst on the Research and Retirement Plan Teams at Innovest. His responsibilities include monitoring investment products and strategies, creating deliverables for retirement plan clients, and completing quarterly performance reports.
A Fiduciary’s Guide to CITs: 4 Common Misconceptions
Lower costs and institutional access have driven the rise of collective investment trusts, but they come with unique complexities. Understanding common CIT misconceptions helps fiduciaries better evaluate fit, performance, and participant impact.