RELIANCE TRUST COLLECTIVE INVESTMENT TRUSTS

The leader in Collective Investment Trusts providing premier expertise and solutions for your plan lineup.

Why CITs?

Adoption of Collective Investment Trusts (CITs) is accelerating due to the diversification they provide to plan investors, the lower cost versus Mutual Funds, and the growing stable of top-notch asset managers managing CITs. CITs also enable transparency, operational efficiency, and they provide easily accessible information.

Reliance Trust Company, an FIS company, is one of the premier CIT providers in the United States. By combining the strength of FIS with the expertise of Reliance Trust, our clients benefit from our unmatched integrity, pedigree, scale, and commitment.

CITs are widely used as investment vehicles for qualified retirement plans, defined benefit plans and other qualifying trust. No individual retirement account or H.R. 10 Plan (or “Keogh plan” or other plan covering self-employed individuals) shall be permitted to invest in the Trust or any Fund. Please review the Fund Documents for more specific information before investing.

Reliance Trust Partners

Reliance Trust, as Trustee, offers a vast array of well diversified CITs across a group of established investment manager partners covering all major asset classes.

3D/L Capital Management

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Ashmore Investment Management

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Baird Equity Asset Management

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Brookfield Public Securities Group LLC

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Carillon Tower Advisers/Eagle Asset Management

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Colchester Global Investors Limited

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DoubleLine Capital LP

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Driehaus Capital Management

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Envestnet Retirement Solutions

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First Sentier Investors

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GlobeFlex Capital

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GQG Partners, LLC

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JO Hambro Capital Management

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Legal & General Investment Management America

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LSV Asset Management

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Marathon London

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Metropolitan Life Insurance Company

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Monarch Partners Asset Management, LLC

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New York Life Insurance Company

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Nuance Investments, LLC

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Presima Inc

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Pzena Investment Management

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Sage Advisory/kPlans Investment Services

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StanCorp Financial Group

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Virtus Investment Partners

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Vulcan Value Partners, LLC

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