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A Superior Collective Investment Trust Onboarding Experience.
A Superior Collective Investment Trust Onboarding Experience.
A historic shift is underway in capital markets. For the first time, working Americans – through their retirement plans – can tap into the long-term potential of private market investments. Our Panorix Target Date Series is about democratization through innovation. Panorix is a series of target date collective investment trusts leveraging three of the world’s most trusted investment platforms to create an innovative target date fund solution with private assets allocations. These target date funds are designed to serve the needs of plans and their participants as they expand investment appetites into alternative markets.
Today, we have selected BlackRock Financial Management, Inc. to provide a custom glidepath for our first target date retirement solution featuring strategic allocations across private equity and private credit allocations. This solution will utilize BlackRock’s index equity, index fixed income, and private equity offerings. Wilshire Advisors LLC will oversee strategy implementation and liquidity management.
BlackRock’s research demonstrates that purpose-built private market exposures can deliver incremental performance for target date funds. We remain committed to providing plan sponsors and advisors with new options for delivering value to retirement savers.
Download the Panorix Target Date Series brochure for more information.
Great Gray Trust Company, LLC Collective Investment Funds (“Great Gray Funds”) are bank collective investment funds; they are not mutual funds. Great Gray Trust Company, LLC serves as the Trustee of the Great Gray Funds and maintains ultimate fiduciary authority over the management of, and investments made in, the Great Gray Funds. Great Gray Funds and their units are exempt from registration under the Investment Company Act of 1940 and the Securities Act of 1933, respectively.
Investments in the Great Gray Funds are not bank deposits or obligations of and are not insured or guaranteed by Great Gray Trust Company, LLC, any bank, the FDIC, the Federal Reserve, or any other governmental agency. The Great Gray Funds are commingled investment vehicles, and as such, the values of the underlying investments will rise and fall according to market activity; it is possible to lose money by investing in the Great Gray Funds.
Participation in Collective Investment Trust Funds is limited primarily to qualified retirement plans and certain state or local government plans and is not available to IRAs, health and welfare plans and, in certain cases, Keogh (H.R. 10) plans. Collective Investment Trust Funds may be suitable investments for plan fiduciaries seeking to construct a well-diversified retirement savings program. Investors should consider the investment objectives, risks, charges, and expenses of any pooled investment fund carefully before investing. The Additional Fund Information and Principal Risk Definitions (PRD) contains this and other information about a Collective Investment Trust Fund and is available at www.greatgray.com/cit-fund-info/principal-risk-definitions/ or ask for a free copy by contacting Great Gray Trust Company, LLC at (866) 427-6885.
Great Gray and Great Gray Trust Company are service marks used in connection with various fiduciary and non-fiduciary services offered by Great Gray Trust Company, LLC.