Collective Investment Trusts Content

Demand for collective investment trusts has surged, driven by retirement plan sponsors, advisors, and institutional investors looking for cost‑efficient, flexible investment structures. This expansion has created meaningful benefits for plans and participants, but it has also exposed operational limitations in systems not designed for the size and complexity of today’s CIT offerings.

ICI’s recently launched CIT resource hub provides a single place for operational, policy, and legal information and resources for our CIT members and committees, including the CIT Advisory Committee...

Automation as a Foundation for Scalable Operations CITs should consider adopting an operational model centered on automation and relying more heavily on automated processing services. Using mutual...