Tag: asset managers

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What Asset Managers Should Know About Collective Investment Trusts (CITs)

What Asset Managers Should Know About Collective Investment Trusts (CITs)

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Are you thinking about launching a collective investment trust (CIT) to reach the retirement plan market? Asset managers should consider more than potential cost savings such as trustee oversight, operational requirements, and demand for the investment strategy.

In this episode, Paul Fahey, Head of Strategic Partnerships at Northern Trust, speaks with Ryan Dargis, Service & Strategy Enablement, at Northern Trust, about evaluating collective investment trusts. Ryan explains how trustee oversight works and why unregistered funds still have regulatory obligations. They examine daily valuations, recordkeeper connectivity, and the responsibilities that remain with an asset manager using a third-party trustee.

Ryan also describes why feedback from plans and intermediaries can help shape a fund’s distribution approach before launch.

Listen to the full episode to explore the governance, operational, and distribution considerations asset managers should evaluate before launching a CIT.

Connect with Ryan Dargis:

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The Elevated Hedge Fund Investor Experience with Todd Frank

The Elevated Hedge Fund Investor Experience with Todd Frank

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As technology continues to evolve, investors are seeking seamless and interactive user experiences to help them access and analyze their investment performance. 

In this episode, Todd Frank, Co-Chief Operating Officer at Northern Trust Hedge Fund Services, North America, discusses how advancements in digitalization through cloud-based platforms are enabling investors greater insight into their performance and providing enhanced transparency, offering investors a more sophisticated user experience. 

Topics explored:

  • Technology capabilities in the hedge fund space 
  • How investor expectations around technology are shifting 
  • The capabilities of cloud-based platforms in regard to providing greater insights and performance metrics
  • The importance of embracing the shift in digital platforms
  • How Northern Trust is working to offer “white glove customer service” to hedge fund investors 
  • And more

    Connect with Todd Frank:
  • LinkedIn: Todd Frank

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