BPV Capital Management partners with AJO and SEI to launch large cap value CIT; Prudential Investment Management announces name change.
Tag: Collective Trusts
A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market.
The funds aim to provide returns in line with market indexes.
The CITs will be based on Morningstar Indexes and sub-advised by Morningstar Associates.
Despite a 75-year track record as an investment vehicle, some plan sponsors lack awareness of collective investment trusts and their reputation for low fees.
Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan participants directly through the investment menu.
October 28, 2014 (PLANSPONSOR.com) – Investment Manager MacKay Shields LLC is expanding into the U.S. retirement market by delivering new investment opportunities for qualified defined contribution retirement plan sponsors.
October 16, 2014 (PLANSPONSOR.com) – The recent evolution of target-date funds, like other investing programs popular with qualified retirement plan investors, has been a story of falling fees.
September 4, 2014 (PLANSPONSOR.com) – More retirement plans may get the benefits of collective investment trusts (CITs) under a new Internal Revenue Service (IRS) ruling.
August 19, 2014 (PLANSPONSOR.com) – A new collective investment fund from Alta Trust Company strives to bring an endowment investment philosophy and liquid alternative opportunities to defined contribution retirement plans.
June 18, 2014 (PLANSPONSOR.com) – The use of collective investment trusts (CITs) is highest among defined contribution plans with at least $250 million in assets, according to Cerulli Associates.
May 15, 2014 (PLANSPONSOR.com) – Eagle Asset Management has initiated distribution of collective investment trusts (CITs).
April 22, 2014 (PLANSPONSOR.com) – Invesco National Trust Company (INTC) will now offer an additional 15 collective trust funds (CTFs).
March 7, 2014 (PLANSPONSOR.com) – One retirement plan service provider says collective investment trusts (CITs) can be a powerful answer to demand for customized target-date vehicles and less expensive investment strategies.
February 21, 2014 (PLANSPONSOR.com) – Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.
April 19, 2013 (PLANSPONSOR.com) – In seeking to expand within the retirement market, SEI has partnered with Rothschild Asset Management to offer a suite of collective investment trusts (CITs).
March 4, 2013 (PLANSPONSOR.com) – U.S. Bancorp Fund Services expanded its exchange-traded fund (ETF) administration and unit investment trusts (UIT) division support services with the addition of Mike Castino.
March 20, 2012 (PLANSPONSOR.com) - CPI Qualified Plan Consultants, Inc. announced the Alta Trust Tactical Advantage collective investment trust funds have been added to the CPI retirement plan platform.
November 16, 2010 (PLANSPONSOR.com) - Hand Benefits and Trust Company has appointed Martin Campbell to the new position of Senior Consultant Institutional Trust, responsible for collective trust fund sales and consulting.
September 11, 2010 (PLANSPONSOR.com) – The Principal has made another distribution from its frozen real estate fund – and a significant one at that.