Resources

Governing Documents and Educational Resources

Governing Documents

These will help get to you started with CalTRUST

Participant Documents

Educational Resources

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Join us for the second webinar in our "Demystifying" series: an educational session on the various “Yields” commonly reported in our investment space. Learn the key components of different yields, which are more applicable to stable or floating net-asset-value investments, and how to explain them to your stakeholders. We will take the “yields” most commonly seen on investment reports and clarify how each is defined and how they differ from one another.
Demystifying Yield: Defining Various Yield Terminology
Explore an educational webinar that delves into our three distinct investment options: Liquidity, Short-Term, and Medium-Term funds. Discover fundamental analysis techniques applicable to CalTRUST and beyond. We'll address common questions, including the rationale behind stable vs. floating net asset values (NAVs) and their implications on investments. Gain insights into the significance of attributes like price, yield, duration, maturity, credit quality, and diversification in a floating NAV environment. Uncover key considerations for evaluating potential returns and implications of unrealized capital gains or losses on investment portfolios. Enhance your understanding for informed decision-making.
Demystifying Net Asset Value Considerations
CalTRUST Welcomes State Street Global Advisors
CalTRUST Market Update & Bank Credit Analysis Download PDF: https://caltrust.org/wp-content/uploads/2018/07/CalTRUST-Webinar-Materials-July-2018-1.pdf
CalTRUST Market Update & Bank Credit Analysis
CalTRUST Market Update & Total Return Investing Webinar
CalTRUST Market Update & Total Return Investing Webinar
CalTRUST Market Update and Total Return Discussion
On today’s webinar, you will get a chance to become acquainted with our BlackRock team as they provide an update on their current market views and their investment philosophy, as well their strategy for positioning the CalTRUST funds.
CalTRUST Introduces the Short Duration Investment Management Team at BlackRock
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CalTRUST Virtual Shareholder Summit Registration Now Open! | October 15, 2024
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2024 CalTRUST Shareholder Summit
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