Insights from the experts in investment fiduciary responsibility.

fi360 Fiduciary Talk 33: Collective Investment Trusts Capturing Assets and Attention

Posted by fi360 on July 28, 2016

Permalink |     

Collective Investment Trusts (CITs) have been capturing lots of attention and assets lately. CITs offer retirement plan fiduciaries an attractive, generally lower-cost, alternative to mutual funds. CITs have also caught the attention of regulators and litigators. Plan fiduciaries and investment fiduciary advisors need to be well versed in CITs and how to evaluate them. In this podcast, fi360 Executive Chairman Blaine Aikin and Chief Product & Strategy Officer John Faustino discuss how CITs work, trends relating to CITs that will be important for investment fiduciaries to follow, and how to think about them when conducting due diligence.

Previous Post Next Post Return to Blog
Let’s get to work. Connect