Collective Trusts
How to take advantage of a fast-growing business opportunity
Collective Investment Trusts (CITs) represent a major opportunity for money managers who want to solidify or establish a presence in the 401(k) market. At the same time, CITs present significant operating demands – and SEI can help by offering you:
- A fully scalable infrastructure and state-of-the-art operating systems that allow your operating capabilities to grow in step with your CIT business.
- The ability to establish CITs and provide Trustee services for launching CITs
- A complete array of administrative and support services, including accounting, administration, transfer agent, and plan-level services.
- The ability to bring new CITs to market quickly.
- Superior fund-level transparency and reporting.
- In-depth business and regulatory knowledge about the unique characteristics and requirements of CITs.
SEI is one of the few providers with systems flexible enough to support you in packaging your investment expertise to meet investors' demands.
We currently service nearly 85 collective and common funds representing more than $20 billion in assets, as of September 30, 2009. By seamlessly managing outsourced operating functions, we help you focus on honing your investment strategies and delivering an exceptional client experience.
