Library

 
 
Welcome to CIFmarketplace
CIFmarketplace provides Investment Professionals and their Plan Sponsor clients access to select institutional money managers who have a demonstrated record of success -at a significant cost savings. CIFmarketplace provides Plan Sponsors of all sizes the ability to select investment options beyond the traditional mutual fund and insurance products and sets the new definition for Open Architecture.

Morningstar Fact Sheets Now Available
CIFmarketplace is working with Morningstar to prepare Fact Sheets for the CIFs included in the Marketplace.  Avatar Associates' managed portfolios are the first to be available.  Look for others soon!

 
 
  Click Here for a Listing of Available CIF's  
 
Back to the Future
 
The market conditions of the new century have resulted in a renewed focus by fee-based advisors on investment product net cost and pricing transparency. The CIFmarketplace believes in the redevelopment of collective investment funds (“CIFs”) in a daily environment, where top performing boutique managers and ETFs may be placed alongside traditional mutual funds in managed fund-of-fund and core style-box strategies. Our mission is to go “Back to the Future’, where Plan Sponsors can make investment decisions are based on quantitative and qualitative analysis rather than on advertising dollars...  
 
 
  
Center for Retirement Research at Boston College
 

Reducing Costs of 401(k) Plans with ETFs and Comingled Trusts is a brief published by the Center for Retirement Research at Boston College.  The study considers the potential savings sponsors can achieve by reducing the trading costs embedded in the investment options of traditional 401(k) plans. Utilizing CIFs and ETFs as an alternative could reduce fees and costs by 70 bps or more -and better position the American worker to realize their Retirement goals.


Pension & Benefits

Positive Outlook Exists for Collective Trusts in Defined Contribution Plans is an article providing Morningstar's perspective regarding the future of CIFs and their role in the retirement plan space. The piece also compares CIFs with mutual funds and outlines the advantages and potential issues facing CIFs.

 
 
 
  What is a CIF?
 
  • Pooled investment vehicle

  • Designed for use exclusively in qualified retirement plans

  • Bank or Trust company serves as fiduciary

  • Regulated by Office of Comptroller of the Currency and subject to oversight by the IRS and Department of Labor.
     
 

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