Browsing Tag
Collective Investment Trusts (CIT)
67 posts
401k Target Date Strategies Got Hit, But Long-Term Trends Remain
Do participants in target date funds behave better than their non-TDF invested counterparts? It’s a major selling point…
Bill Introduced to Allow Collective Investment Trusts in 403(b)s
Advocates for including more collective investment trusts in retirement plans are routinely frustrated at the lack of CIT…
Target-Date Funds Surged to $2.3 Trillion in 2019
Assets in target-date mutual funds and CITs shattered the $2 trillion mark in 2019, reaching $2.29 trillion by…
401k Fee Cuts, Collective Investments Threaten DCIO Margins
After a rough end to 2018, the result of falling stock prices, DCIO (Defined Contribution Investment-Only) assets rebounded…
Are 401k Advisors (Getting) More Familiar with CITs?
If you can get the same investment in a cheaper CIT wrapper, why not offer it up to…
When Will 401(k) CIT Growth Really Take Off?
Why aren’t CITs more popular? It’s a question confounding industry watchers, as many of the same benefits can…
What to Ask Your Index Manager: SSGA
Over the past decade, investor adoption of index fund-based strategies has soared. To meet the demand, asset managers…
No Surprise—Price Dominates 401k Target-Date Fund Market
Assets in target-date mutual funds shrank in 2018, but the overall market grew, as providers gathered assets into…
Concerns Over 401k Regs, Low Fees Spark CIT Growth
Their fees might be lower than their mutual fund counterparts, but smaller advisors must have scale. Collective investment…
New CIT Tool Aims to Ease Advisor Research Burden
OneAmerica wants to close the information gap for retirement plan advisors considering collective investment trusts (CITs) as a…