Discover how Collective Investment Trusts open doors to institutional mandates, provide pricing flexibility, and deliver efficiency for sustainable growth.
The defined contribution (DC) landscape has shifted, with Collective Investment Trusts (CITs) now overtaking mutual funds in total assets. This comprehensive guide explores why mid-sized asset managers ($1-100B AUM) can't afford to miss this strategic opportunity.
As the DC marketplace matures, Collective Investment Trusts have become the vehicle of choice for plan sponsors, advisors, and consultants seeking lower costs, efficiency, and institutional pricing. Originally dominated by large plans and large asset managers, CITs present a substantial opportunity for mid-sized asset managers who remain underrepresented in this growing space.
Plan sponsors have transformed how they approach investments, emphasizing complete fee transparency, à la carte service providers, and institutional pricing to improve participant outcomes. Lacking CIT offerings means risking automatic disqualification from consideration.
These pooled investment vehicles offer streamlined regulatory structure, lower costs, and simplified disclosures while avoiding many mutual fund compliance burdens.
Gain four competitive edges: Access to larger mandates and scaled distribution, fee flexibility and pricing control, operational and compliance efficiency, and distribution control and differentiation.
Concerns about cannibalization are common but misplaced. Learn why delaying CIT adoption could mean missing crucial institutional opportunities.
There are key considerations for CIT market success, starting with selecting the right trustee partner who offers turnkey solutions that significantly lower barriers to entry.
Position your firm as a serious contender in the evolving retirement marketplace where institutional simplicity is increasingly valued.
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