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San Bernardino County Employees Retirement Association
File #: 24-177    Name:
Type: Information Item
File created: 4/24/2024 In control: INVESTMENT COMMITTEE
On agenda: 5/16/2024 Final action:
Title: Benchmark Discussion Framework.
Attachments: 1. Exhibit A: Benchmarking Presentation
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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FROM:                                            Don Pierce, Chief Investment Officer

 

SUBJECT:                                            Informational:  Benchmark Discussion Framework

 

RECOMMENDATION:

title

Benchmark Discussion Framework.

body

 

BACKGROUND:

The NEPC research proposal for an Implementation Benchmark is an interesting approach to investigate.  While considering peer group universes for managers and asset classes is common, this Implementation Benchmark would elevate those collective efforts into a single Total Plan metric the Board could review.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Don Pierce

 

ATTACHMENTS:

Exhibit A:                     Benchmarking Presentation