Celebrating a Year of Partnership for Collective Investment Trusts

Robert Barnett |
Corporate & Institutional

Over the last year, Wilmington Trust, in partnership with the Nasdaq Fund Network, has launched the first tickers for Collective Investment Trust (CITs).Leading the movement in transparency around CITs, teams representing Wilmington Trust and Nasdaq listened to client and industry feedback and shifted the perception around transparency. Today, we have over 350 tickers now listed on the Nasdaq Fund Networks.

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Debunking Myths Around Collective Investment Trusts

Wilmington Trust |
Corporate & Institutional
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Download White Paper Four misconceptions in the retirement community around Collective investment trusts (CITs):Myth #1: CITs lack transparency and periodic reporting. Participants want a ticker, so CITs aren’t suitable for DC plans.Reality: Today, as more advisors see the potential benefits of implementing CITs, this misconception is being debunked. Most fund managers create quarterly fact sheets for their CITs and provide a data feed to aggregators, such as Morningstar.

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

Wilmington Trust |
Corporate & Institutional
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Download White Paper 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 detailing the benefits of CITs for all investment options, which includes the cost structure differences between CITs and mutual funds.

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