An Overview of Operating Collective Investment Trusts at Scale
Collective investment trusts (CIT) have seen rapid growth in recent years, driven by increasing demand from 401(k) and other retirement plan sponsors, advisors, and institutional investors seeking additional cost-efficient and flexible investment structures. That growth has delivered clear benefits for plans and their participants, but it has also placed new strains on operational frameworks that were not designed to support today’s scale or complexity of CIT offerings.