Tag: Collective trusts

U.S. collective investment trusts assets have grown to roughly $2.8 trillion, according to Cerulli Associates; much of they money is in target-date funds. 

Vanguard Increases Fixed Income Fund Roster of ETFs; BNP Expands Partnership with Janus Henderson to Include U.S. Services; First Trust Announces ETF Launches; and more.

Cerulli maintains that as financial advisers become more educated about CITs, the more likely they are to use them in client portfolios.

Hartford Funds Expands Fixed Income ETF Suite; Sage Releases ESG Intermediate Credit Index; ICMA-RC Opening Investments to Private Sector.

Many asset managers describe 2017 as a “tipping point” for collective investment trust flows from DC plans, according to a new analysis from Cerulli Associates.

“Distribution of standalone product has become more competitive in the wake of commoditization and platform consolidation,” according to a new analysis from Cerulli Associates. 

In a new paper, Willis Towers Watson explores some of the advantages white label funds may offer. 

Goldman Sachs Launches new ETF; Betterment Rolls Out Smart Beta Portfolio; and GRP Partners With Envestnet to Launch CIT Suite.

New research from Northern Trust finds its largest plan sponsor clients have broadly embraced collective investment trusts, and more than half now use custom TDFs.

Mutual funds continue to be the investment vehicle of choice among the 42 DCIO providers surveyed, while exchange traded funds are almost entirely avoided.

Goldman Sachs Launches New ActiveBeta ETF; WisdomTree Sprouts New Smart Beta ETF; Manning & Napier Rolls out Disciplined Value CIT; and more.

Their assets have been increasing 14.4% per year, according to DST.

New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.

Some experts see CITs gaining big ground in retirement plans; others see mutual funds holding them off. 

Nationwide Unveils International Small Cap Fund; First Eagle to Add Retirement Shares to Mutual Funds; BCM Expands Smart Beta Solutions; and more.

An analysis finds collective investment trusts (CITs) are gaining momentum for their potential to lower costs and reduce portfolio volatility, but obstacles remain with transparency and accessibly. 

Mercer Brings Analytics Service to FactSet Clients; MPI Releases Target-Date Radar; Fidelity ETFs See Another Price Reduction; and more

Hartford Funds Launches U.S. Real Estate ETF; BlackRock Reducing iShares ETF Costs; Zephyrus Partners Adopts RiskFirst PFaroe System; and more.