All Corporate & Institutional Content

How Can Advisors Assist Plan Sponsors with the Selection of CITs?

Collective Investment Trusts
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The role of an advisor or consultant when working with clients is to help in selecting and monitoring collective investment trusts (CITs). Since this arena is still an emerging environment, not all asset managers have access to CITs. By working with plan sponsors, advisors can add value by introducing CITs for all investment options, which includes the cost structure differences between CITs and mutual funds.

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Prepare for a New Era of Cyber Crime Across Industries

Corporate & Institutional
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As working from home becomes the new normal, organizations need strong cybersecurity measures to avoid becoming victims of costly cyberattacks. As the COVID-19 crisis unfolded, a wide variety of workforces transitioned to a remote environment. This move to working from home has changed the way employees interact with technology—and raised organizational cybersecurity risk.Hackers have already adapted their attacks to exploit people’s concerns about the COVID-19 pandemic.

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Consider How CITs Can Fit into Your Practice

Robert Barnett |
Collective Investment Trusts

The COVID-19 pandemic has taken a tremendous economic toll on businesses and individuals, forcing people to evaluate critical issues, including how well their retirement plan can weather this storm.  Though a busy and challenging time, this is an opportune moment for plan advisers to ensure that their plan sponsors and participants have access to low-cost, flexible investment vehicles.Collective investment trusts (CITs) can help address industry-wide fee pressures.

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