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Recently Joel Lieb, a Senior Relationship Manager for SEI Investment Manager Services, hosted a 15-minute discussion of Collective Investment Trusts, during a NICSA Now Briefing. Topics covered in the presentation include:
Introduction to Collective Investment Trusts
Who can invest
How is it regulated
What is unique about this structure
Differences between Collective Investment Trusts and Mutual Funds
Fees
Share Classes
Market Trends
Pension Protection Act
SEI's Perspective
Listen to the podcast replay below and request your copy of SEI's latest white paper: Collective Investment Trusts.
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