Bi-weekly conversations on important issues for the pooled investment industry.
Collective Investment Trusts may seem similar to mutual funds, but they are inherently different in many important respects. While mutual funds allow a broad spectrum of account holders to trade in their funds; (retail, qualified, and non-qualified retirement plans, charitable organizations, trusts, etc.), CITs are only open to qualified retirement plans. While CITs are giving...
Delta Data BlogIf CITs Have The Highest Growth Opportunity Then Why Aren’t We Investing In Tech?
July 18, 20190
At the recent Coalition of Collective Investment Trusts annual meeting in New York, a central topic of all the sessions was a clear move down market. CITs are no longer only marketed to and sold to the mega plans where they got their start 15 years ago. Smaller 401k plans are now the target and...
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