San Bernardino County Employees Retirement Association
File #: 24-309    Name:
Type: Action Item
File created: 7/22/2024 In control: INVESTMENT COMMITTEE
On agenda: 10/10/2024 Final action: 10/10/2024
Title: Recommend that the Board approve and adopt updates to the Investment Policy No. 009 (Proxy Voting Policy).
Attachments: 1. Exhibit A: Investment Policy No. 009 (Proxy Voting Policy)

 

FROM:                                           Don Pierce, Chief Investment Officer

 

SUBJECT:                                            Investment Policy No. 009 (Proxy Voting Policy)

 

RECOMMENDATION:

title

Recommend that the Board approve and adopt updates to the Investment Policy No. 009 (Proxy Voting Policy).

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. 009 (Proxy Voting Policy) was last reviewed in 2021.

 

Investment staff, NEPC, and our Legal department have conducted a review of Investment Policy No. 009 (Proxy Voting Policy) and has found it consistent with current practice.  Staff is therefore recommending renewal of Investment Policy 009 (Proxy Voting Policy) without substantive change.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Don Pierce

 

ATTACHMENTS:

Exhibit A:                     Investment Policy No. 009 (Proxy Voting Policy)