Collective Investment Trusts Managers

We offer a comprehensive, fully integrated operational environment to support collective investment trusts.

Contact Us
25+ Years Experience servicing CITs

Comprehensive support for collective investment trusts

Retirement plan sponsors are turning to collective investment trusts (CITs) because of their lower operating costs, the customization flexibility and the simplified structure that allows them to be established more quickly.

Our teams have the in-depth knowledge needed to support the specific demands of CITs – so you can offer a simpler, more attractive product structure to access growing retirement plan markets, especially plans looking for a customized solution and smaller pension plans.  Our services help you bring products to market quickly.

    360+ Collective funds Currently serviced by our teams, as of June 30, 2019

    We offer the following:

    • Trustee services
    • Accounting and administration services
    • Transfer agency
    • Compliance support
    • Distribution services

    The CIT Route to a U.S. Retirement Plan Business

    The challenge: An appealing, but unfamiliar retirement market vehicle

    A large Midwestern investment manager sees the advantages of a CIT, but quickly realizes it needs more expertise and technology from an experienced partner.

    Read the case study
    What We Do

    Services for Collective Investment Trusts

    We provide investment organizations of all types with the advanced operating infrastructure they need to evolve and compete.

    Back to Top