Tag: collective investment trusts

Principal Faces Lawsuit Over Management of TDFs

The lawsuit questions the selection of underlying investments for the Principal LifeTime Hybrid Collective Investment Funds, alleging Principal used proprietary investment vehicles, rather than other investment vehicles, and share classes with higher fees.

CIT’s Costs Attract Institutional Investors

A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that it can often gain more favorable pricing compared to using other vehicles.

CITs Experience Growth

“The primary source of growth can be explained by the fact that CITs often are priced lower as compared to mutual funds of similar strategies,” says an analyst at Cerulli.