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San Bernardino County Employees Retirement Association
File #: 23-314    Name:
Type: Action Item
File created: 7/26/2023 In control: INVESTMENT COMMITTEE
On agenda: 8/10/2023 Final action:
Title: Recommend that the Board approve and adopt updates to the Investment Policy No. 006 (Manager Termination Criteria).
Attachments: 1. Exhibit A: Investment Policy No. 006 (Manager Termination Criteria)

 

FROM:                                           Don Pierce, Chief Investment Officer

 

SUBJECT:                                            Investment Policy No. 006 (Manager Termination Criteria)

 

RECOMMENDATION:

title

Recommend that the Board approve and adopt updates to the Investment Policy No. 006 (Manager Termination Criteria).

body

 

BACKGROUND:

General Policy No. 005 involves the periodic review of Board Policies and indicates that the Investment Committee shall review investment policies every three years.

 

Investment Policy No. 006 (Manager Termination Criteria) was last reviewed in 2020.

 

Investment staff, NEPC, and our Legal department have conducted a review of Investment Policy No. 006 (Manager Termination Criteria) and has found it consistent with current practice.  Staff is therefore recommending renewal of Investment Policy No. 006 (Manager Termination Criteria) without substantive change.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Don Pierce

 

ATTACHMENTS:

Exhibit A:                     Investment Policy No. 006 (Manager Termination Criteria)