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.
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
ATLAS Infrastructure is a specialist investment manager focusing solely on listed infrastructure companies. ATLAS is resourced to provide comprehensive, highly detailed analytical coverage of its sector and a world class service to its clients. The firm has an investment team of 18 people and a total staff of 27 split between offices in Sydney and London. ATLAS sees itself as a long-term, sustainable investor and adopts a private markets infrastructure approach to its financial analysis which recognises the implicit social contract and environmental risks that impact infrastructure assets.
Baird Equity Asset Management
Baird Equity Asset Management offers expertly managed, differentiated products with proven track records. Our independent teams focus on specialized areas of the market. Supported by the operational and financial strength of Baird, our experienced professionals are able to focus on delivering high quality, actively managed equity investment products for institutional investors, intermediaries and high-net-worth individuals.
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)
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)
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)
Fort Washington Investment Advisors, Inc.
Founded in 1990, Fort Washington Investment Advisors is an SEC registered investment advisor under the Investment Advisers Act of 1940 (as amended). The firm has always been a wholly owned subsidiary of Western & Southern Financial Group (“W&SFG”), one of the strongest life insurance groups in the world (for current ratings, please visit http://www.westernsouthern.com/industry.asp). The financial strength and stability of W&SFG provides a stable platform and abundant resources that Fort Washington can leverage in serving its clients. Fort Washington offers investment solutions to a diverse set of clients and valued partners. The foundation of the firm is built on well-defined investment principles that are repeatable and value driven.
Freedom Investment Management, Inc
Freedom Investment Management, formerly 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 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)
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
Offering equity and credit investment solutions, Polen Capital is a global investment firm serving institutions, financial advisors, and individuals seeking high-quality, active, concentrated strategies built for the long term. Polen has four autonomous investment teams, Large Company Growth, Small Company Growth, Emerging Markets Growth, and Credit, with offices in Boca Raton, Fla., Boston, London, and Hong Kong. Since 1989, Polen has built a distinctive culture and is committed to being a firm of opportunity, attracting and developing exceptional professionals aligned with its mission of preserving and growing clients’ assets to protect their present and enable their future. The firm has been recognized by Pensions & Investments as one of the industry’s “Best Places to Work” for each of the past seven consecutive years. For more information, visit www.polencapital.com.
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.
Trinity Street Asset Management
Trinity Street Asset Management is a boutique investment management firm focused on Global and International equities. Specifically, we focus our research exclusively on companies experiencing periods of structural change because this is where disruptions to normal market pricing mechanisms are most likely to be found. Our most important responsibility is to manage our clients’ money with integrity, intelligence and honesty, seeking to generate consistent long-term alpha and returns across various market cycles in a manner that helps secure their financial future. This is at the core of everything that we do.
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.