Celebrating a Year of Partnership for Collective Investment Trusts

Robert Barnett |
Collective Investment Trusts

In 2019, Wilmington Trust, in partnership with the Nasdaq Fund Network, launched the first tickers for Collective Investment Trust (CITs). On September 30, 2020, we hosted an event to celebrate the one-year anniversary, discuss some learnings with industry professionals, and share our vision for the future. Join our panelists and moderator, Anya Krymkowski, Associate Director, Retirement, Cerulli Associates, as they discuss their perspectives and progress over the last year.

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

Collective Investment Trusts
Puzzle Bkgrd 3.jpg

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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