DC Insights: What’s driving interest in CITs?

Wellington specialists discuss how CITs can provide DC plan sponsors with institutional-quality investment strategies and product flexibility with the potential for lower fees than traditional mutual funds.

For additional information, this one-page brochure highlights the main similarities and differences between CITs and mutual funds to help plan sponsors who are constructing or modifying an investment menu.

insights

Credit research looms large in the era of COVID-19
In the wake of severe credit-market dislocations earlier this year, Fixed Income Portfolio Manager Mahmoud El-Shaer shares his thoughts on the growing importance of credit research in a still-uncertain environment.
August 2020
Credit research looms large in the era of COVID-19
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Helping DC plan participants keep their balance
Over time, a well-crafted asset allocation plan may only be as good as the portfolio rebalancing mechanism behind it. Director of Defined Contribution Strategies Jed Petty and Multi-Asset Strategist Cara Lafond look at several options to help DC plan participants put a disciplined rebalancing policy in place.
July 2020
Helping DC plan participants keep their balance
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How are DC plans coping with COVID-19?
How are plan sponsors managing and adapting to the crisis? Are participants panicking amid the climate of fear and uncertainty? Director of Defined Contribution Jed Petty shares his latest insights from the field.
April 2020
How are DC plans coping with COVID-19?
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Diversified research strategies: An active equity approach for DC plans
We believe our Research Equity strategies can help plan sponsors meet fiduciary duties and offer participants exposure to institutional-quality active management while ...
February 2020
Diversified research strategies: An active equity approach for DC plans
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Custom target date funds: The what, why, and how
For many DC plans, custom target date funds are worth exploring as a potentially more attractive alternative to traditional target date funds.
January 2020
Custom target date funds: The what, why, and how
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Sustainable investing comes of age for DC plans
Relatively few DC plan sponsors offer sustainable investing (SI) options on their plan’s investment menu. That is unfortunate, because SI strategies can provide compelling benefits for plan sponsors and participants alike. Our Director of Defined Contribution Jed Petty makes the case.
November 2019
Sustainable investing comes of age for DC plans
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Is your DC plan “active” enough?
Director of DC Strategies Jed Petty believes active management continues to merit inclusion in most plans. Here he sets forth six reasons why.
May 2019
Is your DC plan “active” enough?
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DC Insights: What’s driving interest in CITs?
Wellington specialists discuss how CITs can provide DC plan sponsors with institutional-quality investment strategies and product flexibility with the potential for lower fees than traditional mutual funds.
September 2018
DC Insights: What's driving interest in CITs?
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