Webinar: Collective Investment Trusts Move to the Main Stage

Robert Barnett |
Corporate & Institutional

Collective investment trusts (CITs) continue to gain momentum in defined contribution plans. What are the driving forces behind their popularity?  We invited industry experts to share their thoughts on collective investment trusts, or CITs, as a cost-effective and competitive investment option for DC plan lineups.

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Webinar: Nasdaq Fund Network: Creating Transparency for CITs

Robert Barnett |
Corporate & Institutional

Collective Investment Trusts (CITs) are gaining traction and eligible investors are combining these assets into a single investment portfolio, or fund. These tax-exempt, pooled investment vehicles are typically sponsored and maintained by a bank or trust company acting as trustee. Often, they are used to pursue a set of stated investment objectives and strategies.In recent years, CITs have seen tremendous growth and are becoming a bigger part of the retirement puzzle.

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Webinar: Diagnosing the Disconnect: A COVID-19 Economic and Market Update

Tony Roth |
Investment Management

July 30—What do the Fed, fiscal stimulus, vaccines, and the election mean for the economy and your investments going forward?Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue analyze the key drivers behind the market’s recent run.

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Moderator: At this time, let’s begin today’s webinar, Diagnosing the Disconnect: A COVID-19 Economic and Market Update.

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