Morningstar Retirement and Alta Trust Company Launch Foundation Series Collective Investment Trusts to Expand Access to Professionally Managed Retirement Portfolios
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
Company Research
Source: Business Wire
Six standardized, distribution-ready CITs aim to reduce friction, broaden access, and modernize how retirement services are delivered CHICAGO--(BUSINESS WIRE)--Morningstar Retirement, part of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced a strategic collaboration with Alta Trust Company and a group of leading asset managers to launch the Foundation Series Collective Investment Trusts (CITs), a set of six multi-manager portfolios designed to broaden access to institutional-quality investment services for retirement plans of all sizes.Built on Morningstar’s managed accounts portfolio framework, the Foundation Series CITs are designed to simplify implementation for recordkeepers by eliminating the need for additional build work. The standardized approach also supports a recordkeeper’s existing stable value fund, enabling plan sponsors to offer more complete and customizable investment lineups without added operational demands.
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Sec Filings
- 2/20/26 - Form 4
- 2/18/26 - Form 4
- 2/13/26 - Form 4
- MORN's page on the SEC website