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FOLITIC / Collective Funds
Understand collective investment funds and retirement trusts, compare costs and portfolio risks, and build a practical selection and monitoring process. Follow eight stages from pooled ownership to informed fund research.
Start with What collective funds are and how pooling works, then follow the next lesson links. Explore 32 lessons with worked examples, exercises and further reading. The guide focuses on U.S. collective funds and retirement CITs, with clear notes where account and jurisdiction rules differ.
Conflicts and lending · All lessons
Investigate fiduciary responsibilities, conflicts, operations and manager evidence.
Advanced
A fund can use affiliated providers or lend securities without that fact alone establishing a problem. The important questions concern incentives, terms, controls and the interests...
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