All Corporate & Institutional Content

CITs: A Strategic Advantage for Today’s Forward-thinking Retirement Advisors

Corporate & Institutional
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Collective investment trusts, the investment vehicles commonly known as CITs, are no longer the best kept secret in the multi-trillion-dollar U.S. retirement market. In fact, as of 2017, more than one-quarter of the $5.5-trillion in 401(k) assets in this country was invested in CITs, according to research firm Cerulli Associates[1].What are CITs?CITs are pooled, tax-exempt investment vehicles sponsored and maintained by a bank or trust company that also serves as the trustee.

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Data Infrastructure Enters the Project Finance Sector

Will Marder |
Corporate & Institutional
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The growing demand for data and the infrastructure to host it has provided a new area of opportunity—data centers.Project finance has long been a part of many important sectors of the economy including, conventional power, renewable energy, oil and gas, and transportation.The growing demand for data has driven the construction of massive infrastructure, in the form of data centers, and the [renewable] energy required to operate them.

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Endowment and Foundation Update: Key 2019 Trends

Walter Dillingham |
Corporate & Institutional
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Key 2019 trends for the endowment, foundation, and nonprofit marketplace.  Assessment of investment strategies continues to be critical for 2019, with continued market volatility despite early gains.Heightened fiduciary responsibility remains an important topic, while diversifying fundraising strategies and revenue sources is still a strong focus.Many nonprofits are seeking ways to grow their endowment funds.

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