San Bernardino County Employees Retirement Association
File #: 24-310    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. 014 (Participation on Advisory Committees/Boards).
Attachments: 1. Exhibit A: Investment Policy No. 014 (Participation on Advisory Committees/Boards)

 

FROM:                                           Don Pierce, Chief Investment Officer

 

SUBJECT:                                            Investment Policy No. 014 (Participation on Advisory Committees/Boards)

 

RECOMMENDATION:

title

Recommend that the Board approve and adopt updates to the Investment Policy No. 014 (Participation on Advisory Committees/Boards).

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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. 014 (Participation on Advisory Committees/Boards) was last reviewed in 2021.

 

Investment staff, NEPC, and our Legal department have conducted a review of Investment Policy No. 014 (Participation on Advisory Committees/Boards) and has found it consistent with current practice.  Staff is therefore recommending renewal of Investment Policy 014 (Participation on Advisory Committees/Boards) without substantive change.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Don Pierce

 

ATTACHMENTS:

Exhibit A:                     Investment Policy No. 014 (Participation on Advisory Committees/Boards)