Taylor Truitt is an Analyst Assistant on the Research and Retirement Plan Team, as well as Performance Reporting Team at Innovest. Her responsibilities include creating deliverables for Innovest’s retirement plan clients, monitoring investment products and strategies, modifying Investment Policy Statements, 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.