Collective Investment Trust Services
Manage retirement plan assets in a cost-effective collective investment trust.
Collective Investment Trusts (CITs) remain a popular choice with advisers because of the lower marketing and distribution costs and fewer legal, administrative, and regulatory obligations as compared to other vehicles. Whether you’re launching a new strategy as a CIT or converting an existing fund to a CIT, UMB has the infrastructure and skills to support you.
Experience, service and support
Benefit from our team’s technical experience, our state-of-the-art systems and our commitment to outstanding client service and allow us to build a solution customized to your needs.
Unified back-office support
We handle the behind-the-scenes functions, from fund accounting, administration, trustee, transfer agency, and custody* services to regulatory compliance and tax reporting, so you can focus on serving your clients.
Strength and stability
With UMB, you receive the benefits of a large financial institution paired with our nimble, single-point-of-contact service approach.

Connect with our experienced fund administration team today
Key services to support your collective investment trust
Benefits of a collective investment trust
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Three questions to ask when choosing a fund CCO
In conversation with clients and industry colleagues, I am sometimes asked about UMB Fund Services’ approach to fund chief compliance officer (CCO) services—in particular, why we partner with third parties for fund CCO services rather than offering a CCO as...
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Strengthening liquidity with committed reverse repurchase lending facility
Managing liquidity is an important aspect of managing an investment fund. Many investment managers rely on traditional lines of credit to ensure readily available cash for shareholder redemptions or fund distributions. Those who expect heightened volatility—whether from geopolitical or economic...
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Why private equity leaders are moving to outsourced fund administration
In response to increasing interest from institutional investors and retail investors, more private equity fund managers are opening their minds to the proposition of outsourcing fund administration. Doing so responds to calls from investors and pressures on internal operations. Both...
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Market opportunity and outlook for interval and tender-offer funds
Contrary to expectations of a decline, interest in closed-end funds (CEFs) remained strong in 2024, according to new research from UMB Fund Services in partnership with FUSE Research Network: Unlisted Closed-End Funds: Proven Concepts Ready for Next-Generation Investors and Product...
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AML for private fund managers, one year ahead of the new rules
Beginning January 1, 2026, investment managers—including those of private investment vehicles—will be subject to Bank Secrecy Act anti-money laundering (AML) rules issued by the Financial Crimes Enforcement Network (FinCEN) ‡ within the U.S. Treasury Department. For many investment managers, particularly...
*Custody services provided by UMB Bank, n.a.