NAME

Endowment Multi-Asset ETF Collective Investment Fund

CUSIP

26923F105

STYLE

Global All Asset Including Liquid Alternative Investments

TARGET

Employee Benefit Plans

 

Endowment Multi-Asset ETF Collective Investment Fund is ideally suited to be used as a globally-diversified core holding as an alternative to a traditional balanced or target date fund. In addition, the CIF may be considered for a QDIA option for your plan. The following US Department of Labor fact sheet provides an overview of regulations related to QDIA:

DOL QDIA Fact Sheet

Endowment Multi-Asset ETF Collective Investment Fund is maintained by Alta Trust and is designed to serve the investment needs of tax-qualified employer sponsored retirement plans. The Funds are not mutual funds registered under the Investment Company Act of 1940, as amended, (“1940 Act”) or other applicable law, and unit holders are not entitled to the protections of the 1940 Act. The regulations applicable to a collective investment fund are different from those applicable to a mutual fund.
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