Retrieved on:
Wednesday, March 27, 2024
TORONTO, March 27, 2024 /PRNewswire/ - We are pleased to announce that Beutel, Goodman & Company Ltd. ("Beutel Goodman") has partnered with SEI® to launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust ("CIT" or "Trust").
Key Points:
- TORONTO, March 27, 2024 /PRNewswire/ - We are pleased to announce that Beutel, Goodman & Company Ltd. ("Beutel Goodman") has partnered with SEI® to launch the Beutel Goodman U.S. Large Cap Value Collective Investment Trust ("CIT" or "Trust").
- Beutel Goodman, an SEC-registered investment adviser with $35.9 billion in assets under management (AUM, as at December 31, 2023), is the investment adviser to the CIT.
- The launch supports increased demand for CITs and interest in Beutel Goodman's disciplined, high-conviction U.S. Large Cap Value strategy.
- We invite U.S. clients and consultants to contact one of the Beutel Goodman institutional representatives listed below for further information about the Beutel Goodman U.S. Large Cap Value strategy.
Retrieved on:
Tuesday, February 6, 2024
NEW YORK, Feb. 6, 2024 /PRNewswire/ -- Pictet Asset Management ("Pictet AM") has launched its first suite of four collective investment trusts (CITs) to the US institutional retirement market.
Key Points:
- NEW YORK, Feb. 6, 2024 /PRNewswire/ -- Pictet Asset Management ("Pictet AM") has launched its first suite of four collective investment trusts (CITs) to the US institutional retirement market.
- In the 1990s, Pictet AM pioneered thematic equity strategies offering investors the opportunity to capitalise on the most powerful trends shaping our world.
- Pictet AM has chosen SEI as a partner for the launch of Pictet Clean Energy Transition CIT, Pictet Emerging Markets Debt Blend CIT, Pictet Emerging Markets Debt Local Currency CIT and Pictet Emerging Markets Hard Currency Debt CIT.
- We're excited to welcome Pictet Asset Management to SEI and look forward to servicing and supporting their CIT business."
Business development,
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Financial adviser NEW YORK, Aug. 8, 2023 /PRNewswire/ -- Nuveen, the investment manager of TIAA, introduced the Nuveen Lifecycle Income Series, a target date solution for defined contribution plans that offers plan participants guaranteed savings growth during their working years and the ability to set aside a portion of savings for guaranteed monthly payments that last for life in retirement.
Key Points:
- An extension of the Nuveen Lifecycle target date fund platform, the new series – structured as collective investment trusts available only to qualified retirement plans – embed the TIAA Secure Income Account (SIA), a deferred fixed annuity within a familiar target date fund (TDF) series.
- The series include three TDF strategies: Nuveen Lifecycle Income Index (all passive investments), Nuveen Lifecycle Income Blend (a blend of active and passive investments) and Nuveen Lifecycle Income Active (all active investments).
- "The Nuveen Lifecycle Income Series with TIAA's solution inside address one of today's most critical retirement planning challenges: the increasing need for guaranteed, predictable lifetime income, especially as more Americans approach retirement and are living longer."
- In recent decades, lifetime income has largely disappeared from corporate retirement plans, as private sector employers have shifted away from providing traditional defined benefit pension plans in favor of defined contribution plans such as the 401(k).
Retrieved on:
Wednesday, August 24, 2022
Banking,
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Security (finance),
Easterly Easterly Asset Management is pleased to announce the launch of three collective investment trusts (CITs) to better serve growing client demand in the institutional retirement market.
Key Points:
- Easterly Asset Management is pleased to announce the launch of three collective investment trusts (CITs) to better serve growing client demand in the institutional retirement market.
- Easterly Investment Partners will act as the advisor on the Easterly Small Cap Value CIT and the Easterly Small-Mid Cap Value CIT.
- We are pleased to offer qualified retirement plans three collective investment trusts that leverage the expertise of the teams at Easterly Investment Partners and Easterly EAB Risk Solutions, said Michael Collins, Managing Director and Head of Distribution for Easterly Asset Management.
- Easterly Asset Management (Easterly) is a multi-affiliate platform of high-performing boutique investment managers.
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Companies listed on the New York Stock Exchange,
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SEI Nuveen, a leading global investment manager, has enhanced its target date fund solutions offering with the introduction of the Nuveen TIAA Lifecycle Blend CIT series.
Key Points:
- Nuveen, a leading global investment manager, has enhanced its target date fund solutions offering with the introduction of the Nuveen TIAA Lifecycle Blend CIT series.
- Collective investment trusts offer an attractive investment framework for plan sponsors and their advisors and consultants who are focused on cost-effective investment solutions, said Jeff Eng, managing director and head of retirement products at Nuveen.
- This new blended target date fund CIT series helps meet a growing demand in the 401(k) market space.
- Nuveen Solutions comprises a team of investment professionals who are shared between Nuveen Asset Management, LLC (NAM) and Teachers Advisors, LLC (TAL), both Nuveen-affiliated registered investment advisers.
