Collective Investment Trusts:
Cost Competitive Investment Products for the Retirements Plans Market
Recently Released!!!
Date Published: March 17, 2023
Summary PowerPoint Deck: 50 Slides
Reference PowerPoint Deck: 117 Slides
The purpose of this research is to provide readers with a comprehensive understanding of collective investment trusts, a product utilized in some defined benefit and defined contribution plans, including The Thrift Savings Plan of all United States Civil Service employees. The research addresses the market's history and growth, as well as trends in product development, pricing parameters, and distribution channels. This research is part of Tiburon's broader coverage of investable assets.
This research addresses the key historical phases of collective investment trusts, including:
This research addresses the core markets & distribution channels for collective investment trusts, including:
Date Published: March 17, 2023
Summary PowerPoint Deck: 50 Slides
Reference PowerPoint Deck: 117 Slides
The purpose of this research is to provide readers with a comprehensive understanding of collective investment trusts, a product utilized in some defined benefit and defined contribution plans, including The Thrift Savings Plan of all United States Civil Service employees. The research addresses the market's history and growth, as well as trends in product development, pricing parameters, and distribution channels. This research is part of Tiburon's broader coverage of investable assets.
This research addresses the key historical phases of collective investment trusts, including:
- Defined Benefit Plans Phase
- Defined Contribution Plans Phase
- Recent Phase
- Stable Value Funds (Money Market Funds)
- United States Equities
- International Equities
- Fixed Income
- Alternative Investments
- Target Date Funds
- Retirement Income Products
- Custom Managed Products
This research addresses the core markets & distribution channels for collective investment trusts, including:
- United States Civil Service Thrift Savings Plan
- Other Defined Benefit Plans
- Defined Contribution Plans
- Moderate Growth for Collective Investment Trusts
- Increasing Market Share for Target Date Funds
- Growing Use in Other Defined Benefit & Defined Contribution Plans
- Tightening Regulatory Environment
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
