Tag: collective investment trusts (CITs)

iShares expands ESG initiatives; T. Rowe Price announces enhancements to TDFs; and Swan Global Investments reduces CIT fees.

"We will be reaching out to plan sponsors about our target-date CIT series,” Jennifer Delong, head of defined contribution at...

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...

Sponsors of 403(b) plans are not able to use low-cost collective investment trusts in their plans as are their 401(k)...

Investors, plan sponsors and advisers will be able to search for collective investment trust (CIT) data on the Nasdaq Fund...

Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.

Anya Krymkowski, with Cerulli, says plan sponsors can negotiate with CIT providers to receive more information on the trusts, thereby...

Man Group releases ESG analysis tool; Prudential Capital Group renames global investment business; Schwab expands ETF OneSource Program; and more.

The use of index funds by plans in the BrightScope Defined Contribution Plan Database increased from 79% of plans and...

Panelists at the 2019 PLANSPONSOR National Conference discussed the risk-reduction and performance benefits that ESG can bring and that certain...

Morningstar observes more flows into target-date funds (TDFs) using collective investment trusts (CITs) and those investing in index mutual funds.

HB&T creates a collective investment fund with Jensen Investment Management, while Principal and NDW launch a new ETF model portfolio.

By comparison, the majority of mutual fund investing for Baby Boomers is outside of an employer-sponsored retirement plan, Investment Company...

Capital Group adopts PFaroe; Reliance Trust chooses Northern Trust to support CITs; Vanguard introduces low-cost ESG ETFs; and more.

In 2017, target-date funds (TDFs) represent 41% of CIT assets in 401(k) plans, Cerulli Associates finds.

Vanguard research explains how CITs and mutual funds are just as beneficial.

MassMutual introduces new TDFs, and Krane Funds Advisors creates CIT for retirement plans.

The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary...

Their No. 1 objective for client portfolios is downside risk protection