DiscoverRopesTalkFully Invested: The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets
Fully Invested: The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets

Fully Invested: The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets

Update: 2025-10-14
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On this episode of Fully Invested, asset management partners, Eric Requenez and Jessica Reece, along with Josh Lichtenstein, a benefits partner and head of the ERISA fiduciary practice, discuss collective investment trusts (CITs) as a compelling strategy for raising and investing money for asset managers. Due to their potential to tap into large sums of retirement assets, we expect CITs to continue growing in importance and sophistication in the coming years, especially in light of President Trump’s support for expanding 401(k) and defined contribution plan access to alternative investments.

Ropes & Gray provides a comprehensive suite of legal services for retail alternatives, including fund formation, registration and compliance, structuring of public-private investment solutions, tax planning, and ongoing regulatory and transactional support. For additional information, please visit our Alternative Retail Funds page, which includes a library of our thought leadership resources with insights on the latest market developments.  

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Fully Invested: The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets

Fully Invested: The Rise of CITs – Why They’re a Compelling Path for Asset Managers Entering the 401(k) Plan and Retail Markets

Ropes & Gray LLP