Whether you are a self-trustee operating your own collective investment trust (CIT), a third-party trustee providing services to other groups, or a company considering your CIT options, we deliver cost-efficient solutions with investment flexibility that can help you differentiate your strategies.
 

Why CITs?

• Cost Efficient – Using a CIT-wrapper is less expensive than other vehicles, due to fewer administrative, legal and regulatory requirements, lower marketing and distribution costs, and the absence of board oversight requirements. This cost saving is often passed to end investors via a lower expense ratio.
• Pricing Flexibility – Providers can structure a tailor-made CIT portfolio for a plan or group of plans with varied levels of negotiated fees.
• Innovative Investment Strategies – CITs can offer strategies with broader flexibility of investment options than 1940 Act structures. These include, but are not limited to, derivatives, bank debt, ETFs, private equity and real estate. Also, CITs are not constrained by an illiquidity cap found in other investment vehicles.

Front-to-back platform
Access seamless connectivity through each step in the process, from the investment decision to safekeeping, providing operational efficiencies and a full suite of services across the investment lifecycle.

Our capabilities
With our administrative and ancillary capabilities, we support your fiduciary and governance requirements and offer performance measurement, risk management and environmental, social and governance (ESG) monitoring services.