All Corporate & Institutional Content

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

Corporate & Institutional
CIT Retirement NC.jpg

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.

Read More...


Data Infrastructure Enters the Project Finance Sector

Will Marder |
Corporate & Institutional
InfraStructure Opps NC.jpg

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.

Read More...


Endowments and Foundations Update: Key 2020 Trends

Walter Dillingham |
Corporate & Institutional
Endowment & Foundations NC.jpg

Key 2020 trends for the endowment, foundation, and nonprofit marketplace.  COVID-19 has led many nonprofits to reassess their endowment strategies and risk profiles.Nonprofits continue to diversify their fundraising strategies and revenue sources.Technology strategies are even more crucial as COVID-19 limits face-to-face meetings and special events.

Read More...