Collective Funds

Collective funds are recognized as cost-effective investment solutions for qualified retirement plans. These products are designed for – and investment is restricted to – institutional qualified plans.

Many qualified plans offer mutual fund investments to their participants. However, mutual fund pricing structures reflect the services required by retail investors. Alternatively, collective funds offer services and pricing geared specifically toward institutional qualified plan investors. Collective funds serviced by Wilmington Trust Retirement and Institutional Services Company may have meaningful advantages for the institutional qualified plans market over their mutual fund counterparts.

We offer a broad spectrum of collective fund services and capabilities, including fund accounting, NSCC trading, same-day processing, flexibility in structuring fee classes, omnibus and plan-by-plan trading, performance reporting, and more. Together, these services allow investment managers to offer plan sponsors more attractive products at a lower cost.

To learn more about our collective fund services, just click here to contact a representative specializing in collective funds. Or give us a call. We’ll be happy to assist you on the phone or schedule a meeting for a time and location that’s convenient for you.

Wilmington Trust 2008 CIF Annual Report