Collective Investment Trusts (CITs)
Collective Investment Trusts, or CITs, are a tax-exempt, pooled investment vehicle available only through qualified retirement accounts.
Benefits of CITs
- Lower cost—CITs are exempt from many of the regulatory and administrative requirements that drive mutual fund expenses.
- Liquidity—Retirement plan investors typically can add or redeem shares daily, although some strategies have different liquidity provisions.
- Transparent—Typically through quarterly or monthly fact sheets.
CITs managed by Boston Partners Trust Company
- Boston Partners Global Equity Fund
- Boston Partners International Value Equity Fund
- Boston Partners Large Cap Value Equity Fund
- Boston Partners Mid Cap Value Equity Fund
- Boston Partners Small/Mid Cap Value Fund
- Boston Partners Trend Fund*
- Robeco Global Emerging Markets Equity Fund II*
Important disclosure
* Does not offer daily liquidity.
Boston Partners Trust Company (BPTC) is a wholly owned subsidiary of Boston Partners Global Investors, Inc. (“BPGI”). BPTC personnel are shared with BPGI. BPGI is an investment adviser registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. Both are wholly owned subsidiaries of ORIX Corporation Europe N.V. BPTC is a New Hampshire nondepository trust company pursuant to NH RSA 392 of the Banking Laws of NH and exempt from the definition of security under the Securities Act of 1933, Section 3a(2).
