As the demand for Collective Investment Trusts (CITs) in Defined Contribution (DC) plans gains momentum, asset managers must build a comprehensive strategy for CIT share class creation and pricing that helps them capitalize on the opportunity without further eroding profitability.
This is the third brief in our four-part series, developed in partnership with the Retirement Leadership Forum (RLF), focusing on how the industry’s top firms are using CITs to gain success in the DC market. In this installment, we outline how asset managers are reacting to the current CIT pricing and share class landscape.
Key topics include:
• The evolution of CIT pricing and share classes
• Factors driving the pressure to create lower-cost share classes and offer relationship pricing › Best practice tips from leading asset managers