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ICI Viewpoints

Modernizing CIT Operations to Support the Next Phase of Growth

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Demand for collective investment trusts has surged, driven by retirement plan sponsors, advisors, and institutional investors looking for cost‑efficient, flexible investment structures. This expansion has created meaningful benefits for plans and participants, but it has also exposed operational limitations in systems not designed for the size and complexity of today’s CIT offerings.

ICI’s recently launched CIT resource hub provides a single place for operational, policy, and legal information and resources for our CIT members and committees, including the CIT Advisory Committee...

Automation as a Foundation for Scalable Operations CITs should consider adopting an operational model centered on automation and relying more heavily on automated processing services. Using mutual...

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ICI Viewpoints

A Practical Step Toward Expanding Access to Private Markets Through Regulated Funds

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Policymakers across Washington are focused on expanding access to private markets—particularly for retirement savers. The August 2025 Executive Order encouraging broader access to private market investments for 401(k) investors reflects a growing recognition that capital markets have evolved and that long-term investors should be able to participate more fully in that evolution.

How Open-End Fund Co-Investment Would Work An adviser managing both a private fund and an open-end fund could allocate a negotiated private market investment across both funds. Here’s how: The adviser...

Why This Matters for Retirement Savers If policymakers are serious about expanding private market access in defined contribution plans, open-end funds must be part of the solution. Open-end mutual...

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2025 Investment Company Fact Book

Explore the comprehensive guide to trends, data, and insights in in the investment company industry. 

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Glossary of Investing terms
You can find more information about many of these entries in the chapters and appendix of the Investment Company Fact Book

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