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An in‑depth look at the shift from mutual funds to CITs, exploring market trends, operational considerations and the regulatory factors shaping today’s investment vehicles.
This webcast explores the evolving investment landscape as the industry shifts from mutual funds to Collective Investment Trusts (CITs). Key topics include current trends and transformations in the CIT market, the drivers behind this shift and its impact on investors.
The discussion will also cover important operational aspects such as ITTS components, treaty access and relief, and legislative considerations including UBIT. Attendees will gain insights into market movements, trends, statistics and the challenges and opportunities CITs present today. Join us to understand the shifting paradigms and key events shaping the future of investment vehicles.
Moderator:
- Christopher Doyle, Partner, Financial Services, Assurance, Ernst & Young LLP
Panelists:
- Stephanie Tanguay, Managing Director, Professional Practice, Ernst & Young LLP
- Laura Anderson, Senior Manager, Financial Services Organization — Tax, Ernst & Young LLP
- Mike Cincotta, Senior Manager, Financial Services Organization — Tax, Ernst & Young LLP
Learning outcomes
- Describe the latest accounting and auditing matters
- Recognize recent tax activities
- Identify the SEC regulatory agenda