Collective Fund Services - Corporate & Institutional | Wilmington Trust
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Collective Fund Services

Collective Investment Trusts (CITs), also referred to as Collective Investment Funds, first established in 1927, remain the lesser-known, yet potentially advantageous of the available defined contribution investment vehicles.

An efficient alternative

Often compared to a mutual fund, there are distinct differences:

CIT
Mutual Funds
Qualified Plans Only
All investors
Declaration of Trusts
Prospectus
OCC and State Regulated
SEC registered and regulated
Trustees held to ERISA fiduciary standards
No ERISA fiduciary standards
Data provided by manager
Data publicly available
Both vehicles share the following attributes:
Pooled vehicle
Daily valued
NSCC traded
Fact sheets available
Audited annually


Your plan needs a unique solution

We understand the challenge of providing a diverse, yet cost effective investment vehicle that is also scalable for multiple plan sizes.

Available, Flexible, and Scalable
  • Available: Growing adoption within Defined Contribution plans
  • Flexible: Customized options
  • Scalable: Lower cost investment vehicle (i.e. competitive fees)

Your plan needs a unique solution and an experienced provider

Wilmington Trust is a leader in the collective trust fund market with over $16.5 billion in assets under management (as of 12/31/16) across funds managed by more than 30 sub-advisers and available on more than 35 trading platforms.

See the fact sheets for our full line up of Collective Funds. For any additional questions please call: 866-427-6885.

View our Collective Fund annual reports.

Contact us to learn more about how CITs can be a viable investment tool for you and your clients.





Rob Barnett
Rob Barnett
Administrative Vice President
360-904-6945
Email Rob
Joe Donovan
Joe Donovan
Vice President
203-623-0292
Email Joe
Val Ferrara
Val Ferrara
Vice President
516-445-0225
Email Val
Related Insights
Collective Investment Trusts overview
An efficient alternative to mutual funds for retirement plan advisors and their plan sponsors
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