Wilmington Trust

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Wilmington TrustWealth AdvisoryCorporate and InstitutionalInvestment ManagementResearch and InsightsWealth Advisory
Collective Fund Services - Corporate & Institutional | Wilmington Trust
Corporate & Institutional
Corporate & Institutional
Retirement Services
Collective Fund Services

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:

Mutual Funds
Qualified Plans Only
All investors
Declaration of Trusts
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, N.A. is a leader in the collective investment trust market with over $30 billion in assets under administration (as of 6/30/18) across funds managed by more than 50 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
Email Rob
Joe Donovan
Joe Donovan
Vice President
Email Joe
Val Ferrara
Val Ferrara
Vice President
Email Val
Related Insights
Collective Investment Trusts overview
An efficient alternative to mutual funds for retirement plan advisors and their plan sponsors

© 2020 Wilmington Trust Corporation and its affiliates. All rights reserved.

Wilmington Trust is a registered service mark, used in connection with various fiduciary and non-fiduciary services, including trustee, custodial, agency, investment management, and other services, offered to trust, individual, and institutional clients by certain subsidiaries and affiliates of Wilmington Trust Corporation. Such subsidiaries and affiliates include, but are not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (operating in Delaware only), Wilmington Trust, N.A., Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Wilmington Trust Corporation is a wholly-owned subsidiary of M&T Bank Corporation.

International corporate and institutional services are offered through Wilmington Trust Corporation's international affiliates.

Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, member FDIC.

WTIA, WFMC, and WTIM are investment advisers registered with the Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov.

Brokerage services and insurance products are offered by M&T Securities, Inc. (member FINRA/SIPC), not by M&T Bank, Wilmington Trust Company, or Wilmington Trust, N.A.

Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.

M&T Bank, Member FDIC and Equal Housing Lender NMLS #381076 Equal Housing Lender

 Investment and Insurance Products
  • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value