Resources
Governing Documents and Educational ResourcesGoverning Documents
These will help get to you started with CalTRUST
Investment Policy
Download PDF
here
Information Statement
Download PDF
here
JPA – Agreement
Download PDF
here
Participant Documents
Make it official
2023 Closures Calendar
Download PDF
here
Participant Portal & Online Trading Guide
Download PDF
here
Participation Agreement
Download PDF
here
Educational Resources
Want to Learn More? These will help!
CalTRUST Welcomes State Street Global Advisors
Chuck Lomeli, CalTRUST Trustee and Solano County Treasurer-Tax Collector, and Laura Labanieh, CalTRUST Chief Executive Officer, describe the investment manager RFP and selection process. Team members from State Street Global Advisors (SSGA) join them to discuss the SSGA investment philosophy and engage in discussion on the resource and service enhancements that this transition will bring to CalTRUST shareholders.
View Webinar Recording
Coffee with CalTRUST – 7.22.20
- CalTRUST 101
- CalTRUST Funds
- BlackRock Market Commentary
Download PDF here.
BlackRock Market Insights – April 2020
CalTRUST Virtual Shareholder Summit – March 2020
March 25, 2020
Economic Update & Fund Positioning
Download Presentation Here
March 26, 2020
Asset Backed Securities & Risk Management
Download Presentation Here