Browsing Tag
Collective Investment Trusts (CIT)
88 posts
Target Date Fund Assets Surge to $4.8T as CITs Gain Market Share
Morningstar’s 2026 Target Date Fund Landscape report finds continued dominance of TDFs, falling fees for investors, and growing use of CITs as plan sponsors seek lower-cost retirement defaults
Invesco Broadens DC Access to Private Real Estate with New CIT
Today’s launch of Core Plus Real Estate Trust marks next step in firm’s commitment to expanding private markets access to defined contribution plan participants
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.
‘Next-Gen’ CIT for 401(k) Market Coming in Q2 from Apollo, Schroders
Partnership announced today designed to leverage the best of large global asset managers to deliver improved client outcomes
2 Key Issues Could Drive 2026 Innovation in DC Market: Natixis
New report says CITs in 403(b) plans and adding alternatives in DC plans could redefine the defined contribution plan landscape this year
House Passes INVEST Act, Sends it to Senate
In addition to greenlighting CITs in 403(b)s, bipartisan capital formation bill intended to create more investment opportunities, improve efficiency, and reduce regulatory barriers while still maintaining investor protections
Advocates for CITs in 403(b)s Express Support for INVEST Act that Could Pass House Today
Legislation was debated on House floor last night but didn’t come up for a vote
Democratizing Retirement Investments: The Rise of Collective Investment Trusts
Cameron McCarthy of Morgan Stanley writes about the emergence of CITs and how the investment vehicle could reshape retirement planning
INVEST Act in House Could Finally Be Vehicle to Allow CITs in 403(b)s
Retirement Fairness for Charities and Educational Institutions Act one of 20 bills included in bipartisan capital formation package House reportedly will consider next week
Vanguard, TIAA Team Up to Launch Target-Date CIT with Built-In Annuity
Two trusted names delivering an in-plan retirement income solution providing a guaranteed income stream for life