SEI Knowledge Partnership


Getting Ahead of the CIT Boom - Aligning Capabilities to Capture DC Market Share

Over the past decade, collective investment trusts (CITs) have steadily gathered momentum in the defined contribution (DC) market. The retirement market trends and drivers that were propelling CIT growth beginning several years ago have only accelerated. Transparency and fee disclosure are central themes driving the retirement markets as plan sponsors seek lower cost and more efficient investment vehicles.

CITs are well-positioned to benefit from this change in demand. In fact, CITs' share of the DC market doubled in the five years since 2006, increasing from 10% in 2006 to 20% in 2011 and the number of CIT portfolios tracked by Morningstar from mid-year 2006 to mid-year 2011 increased by 55%.

SEI's latest report, Getting Ahead of the CIT Boom, helps managers evaluate the market potential and success factors for CITs. The 20-page paper explores the following areas:

  • The DC market potential
  • Trends contributing to the growth of CITs
  • Success factors in distribution
  • Addressing challenges to CIT expansion
  • The future outlook for CITs

Download the report (PDF)