THREE ESSENTIAL
GROUPS AND ROLES
Do you have the tools and information you need to consider all of your opportunities across markets, asset classes, styles or strategies? As indexes and portfolio strategies continue to evolve, you need an index provider who helps you stay well-informed. FTSE Russell is an integral part of the CIT industry, providing indexing and data solutions to a wide variety of market participants.
OCC, IRS, SEC, CFTC and DOL
Monitor, report, and investigate all
aspects of the CIT ecosystem
Index providers
Key services: indexes, benchmarks,
and asset class proxy
Index data is licensed to an CIT
sponsor who then replicates the
index into a CIT
CIT sponsors
Manage and promote CITs
CIT administrators
Day-to-day operation of the CIT
Distributors
Increase the availability of CITs
to investors
Auditors
Audit for accounting and regulatory requirements
Fund counsel
Legal guidance and opinion
Consultants
Provide CIT investment advice to plan sponsors directly
