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!
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