Navigating the CIT Landscape: Unlocking Growth and Efficiency in Model Portfolios for Retirement Plans
Date: April 10, 2025
Time: 2:00 pm - 3:00 pm EST
Model portfolios continue to rise in popularity as advisors expand their fiduciary services to their clients. Investment managers often start with a separately managed accounts (SMAs) or Unitized Managed Accounts (UMA) and evolve into pooled fund structures such as collective investment trusts (CITs) to capitalize on economies of scale, attract more investors, and streamline operations.
The ability to streamline the creation and management of portfolios into a scalable process is vital to making model portfolios more widely available to retirement plans
Join to learn more about how advisors can leverage these investments that are key to providing differentiation for retirement plan advisors.
By the end of the session, attendees will be able to…
- Understand the current industry landscape for model portfolio vehicles with a focus on CITs.
- Realize key benefits of these solutions for clients.
- Understand differences between model portfolio products – from UMAs to CITs – and how advisors can leverage these tools for growth.
- Understand the benefits of these investment vehicles over mutual funds and ETFs, and how these can serve as an alternative to managed account products.
- Understand the structure and operational support for CIT funds.
This live webinar is approved for one (1) hour of Continuing Education (CE) credit for Fi360, CFP Board, and IWI Designations.
