Download our report, produced in partnership with FUSE Research Network, to review a market update reflecting on data through the first quarter of 2025, as well as insights into top investment categories, strategies, pricing and top performing funds.
Key analysis includes:
- The ascent of collective investment trusts shows no signs of abating, with CIT assets experiencing consistent, substantial growth that underscores their increasing appeal to institutional investors.
- Similar to the broader trends in the asset management industry, passive CIT strategies are outpacing active strategies.
- From the perspective of a plan sponsor, CITs and mutual funds are now functionally equivalent products, offering similar investment strategies and reporting capabilities.
- The landscape for smaller DC plans has undergone a profound transformation, with most previous obstacles to CIT adoption largely mitigated.
- The active involvement of consultants and administrators, coupled with their deep expertise and comprehensive suite of trustee services, has significantly simplified the process for asset managers—particularly smaller ones—to create and launch new CIT products.
- The CIT market is increasingly exploring the integration of private equity strategies, driven by growing interest in alternative investments within DC plans.
- The sustained and robust growth of actively managed assets within the CIT sector is a trend that is likely to persist.
