And it doesn’t stop there
Reliance Trust is continually seeking additional, complementary strategies to further diversify your options. We stay closely engaged with the marketplace, regularly communicating with industry leaders to stay in tune with the next investment classes to become available within the CIT product wrapper.
Below please find our current offerings open to new investors, as well as valuable investment commentary provided by our fund partners.
3D/L Capital Management
3D/L Capital Management is an SEC-registered investment management firm focused on the delivery of innovative investment solutions to the defined contribution marketplace that are aligned with the goals of plan sponsors and their participants.
CIT Fund Fact Sheet(s)
- Reliance Trust 3D Global Managed ETF Portfolio 100 CL I
- Reliance Trust 3D Global Managed ETF Portfolio 100 CL II
- Reliance Trust 3D Global Managed ETF Portfolio 100 CL III
- Reliance Trust 3D Global Managed ETF Portfolio 20 CL I
- Reliance Trust 3D Global Managed ETF Portfolio 20 CL II
- Reliance Trust 3D Global Managed ETF Portfolio 40 CL I
- Reliance Trust 3D Global Managed ETF Portfolio 40 CL II
- Reliance Trust 3D Global Managed ETF Portfolio 60 CL I
- Reliance Trust 3D Global Managed ETF Portfolio 60 CL II
- Reliance Trust 3D Global Managed ETF Portfolio 60 CL III
- Reliance Trust 3D Global Managed ETF Portfolio 80 CL I
- Reliance Trust 3D Global Managed ETF Portfolio 80 CL II
- Reliance Trust 3D Global Managed ETF Portfolio 80 CL III
CIT Financial Statement(s)
Ashmore Investment Management
Ashmore specializes in emerging markets and offers over 45 different equity, dept, distressed, overlay and regional investment strategies. Its proven team-based approach, with formal investment discipline and flexibility, has remained effective through market cycles and global crises.
CIT Financial Statement(s)
Atlas Infrastructure
Founded in 2017, ATLAS Infrastructure is an investment manager that specializes in listed infrastructure. With experienced leaders and a sizable team across London and Sydney, the firm actively manages high conviction portfolios in OECD countries. Committed to sustainable investment and energy transition, it serves a diverse clientele globally.
Baird Equity Asset Management
CIT Financial Statement(s)
Brookfield Public Securities Group LLC
Brookfield is a leading global alternative asset manager with over US$600 billion of assets under management. It specializes in real estate, infrastructure, renewable power, private equity and credit, holding a competitive edge with its global operating platform and transaction expertise.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
Carillon Tower Advisers/Eagle Asset Management
Carillon Towner Advisers is a global asset management company that combines individual team insights and agility with the strength and stability of a full-service firm. The company offers diverse investment strategies and asset classes focused on risk-adjusted returns and alpha generation.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
Colchester Global Investors Limited
Colchester Global Investors is a value-oriented investment manager with a singular focus on global sovereign bonds and currencies. Since 2000, it has serviced prestigious institutions, providing separate account basis for mandates over $75 million.
CIT Financial Statement(s)
Cornerstone Investment Partners, LLC
Founded in 2001, Cornerstone Investment Partners is a boutique investment management firm in Atlanta, Ga. Its team of seasoned investors are dedicated to investment excellence and superior client experience. As a privately held, employee-owned firm, it invests alongside its clients, ensuring its interests are completely aligned.
DoubleLine Capital LP
DoubleLine is an independent, employee-owned asset management firm that offers an array of investment strategies. Its business includes fixed income, equities and multi-strategy capabilities and is concentrated in mutual and hedge funds, separate accounts, UCITs and ETFs.
Driehaus Capital Management
Driehaus Capital Management is a privately held investment management boutique with over $13 billion in assets under management. The firm manages active growth equity strategies and alternative investment strategies on behalf of a diverse institutional client base.
CIT Financial Statement(s)
Envestnet Retirement Solutions
First Sentier Investors
First Sentier Investors manages approximately $180 billion in assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients, specializing in sustainable success through responsible investment principles.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
GlobeFlex Capital
GlobeFlex is an institutional equity boutique committed to providing superior investment management services. Founded in 1994, it helped pioneer systematic investing in non-U.S. equity markets and now offers a range of strategies spanning developed, emerging and frontier markets.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
GQG Partners, LLC
GQG Partners is a boutique investment management firm focused on global and emerging markets equities. Dedicated to client financial security, the firm prioritizes excellence with a commitment to independent thinking, growth, cultural integrity and market knowledge.
JO Hambro Capital Management
Details on our fund partner will be available soon.
Legal & General Investment Management America
The Trustee has retained LGIM America, Inc., a Delaware corporation, (the “Advisor”) to act as provider of investment management, advisory and execution services to the trustee. The Advisor is headquartered in Chicago, Ill.
LSV Asset Management
Formed in 1994 as a partnership, LSV Asset Management provides domestic, international and global value equity investment management services for institutional investors utilizing the application of its proprietary quantitative model.
Marathon London
Marathon Asset Management, operating as Marathon-London in North America, is an independent privately owned investment management firm. Applying longer-term, contrarian strategies, its aims to meet client expectations while preserving an entrepreneurial investment-led culture.
Metropolitan Life Insurance Company
With operations in more than 40 markets globally, MetLife is one of the world’s leading financial services companies. For more information, including details about MetLife’s retirement and income solutions, visit www.metlife.com.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
New York Life Insurance Company
New York Life Insurance Company is a leading provider of stable value products for over 40 years, with more than $35 billion of stable value assets under management.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
Nuance Investments, LLC
Nuance Investments is a classic value investment firm headquartered in Kansas City. The team’s sole focus is on generating investment returns by diligently reviewing one company at a time on its own investment merits.
Polen Capital
Details on our fund partner will be available soon.
Presima Inc
Presima, a wholly-owned subsidiary of MLC Asset Management, is a boutique investment manager that specializes in real estate securities. With access to financial and intellectual capital, it offers investment products tailored to meet the needs of its institutional clients.
Pzena Investment Management
Pzena Investment Management is a registered investment adviser that serves institutional and retail clients with a research-driven approach to long-term value investing, and has subsequently built a diverse, global client base.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
Sage Advisory/SageView Advisory
Sage Advisory is an independent investment manager that provides fixed income asset management, ESG-integrated portfolios and asset allocation strategies. SageView Advisory is an SEC-registered investment advisory firm that serves retirement plan sponsors and individuals nationwide.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
StanCorp Financial Group
Founded in 1906, The Standard’s fiscally prudent management approach has helped it navigate through periods of significant volatility to ensure it keeps its financial commitments to its clients and investors. The approach is built on the strength of its disciplined financial practices, sound investment strategies, unique mix of high-performing businesses, strong products and services, and deep expertise.
Vulcan Value Partners, LLC
Vulcan Value Partners is an investment adviser registered with the SEC under the Investment Advisers Act of 1940. The firm is focused on purchasing publicly traded companies that are competitively entrenched at significant discounts to intrinsic worth.
CIT Fund Fact Sheet(s)
CIT Financial Statement(s)
Disclaimers
- 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.