San Bernardino County Employees Retirement Association
File #: 21-201.1    Name:
Type: Receive and File
File created: 11/16/2021 In control: BOARD OF RETIREMENT
On agenda: 12/2/2021 Final action:
Title: Operational Due Diligence Program for 2021 by Kreischer Miller.
Attachments: 1. Exhibit A: KM Operational Due Diligence Program Presentation
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FROM:                                            Don Pierce, Chief Investment Officer

 

SUBJECT:                                            Informational:  Kreischer Miller 2021 Operational Due Diligence Program

 

RECOMMENDATION:

title

Operational Due Diligence Program for 2021 by Kreischer Miller.

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BACKGROUND:

Kreischer Miller (KM) will review the objectives of the SBCERA operational due diligence program, the process and various touch points at each stage of the operational due diligence program, the core areas of focus, and will summarize the operational due diligence work conducted in 2021 on behalf of SBCERA.  Attached as Exhibit A is a summary presentation by KM.

 

COMMITTEE REVIEW:

This item was presented to the Audit Committee at its November 18, 2021 meeting.

 

BUDGET IMPACT:

None.

 

STRATEGIC PLANNING GOAL/OBJECTIVE:

Prudent Fiscal Management

 

STAFF CONTACT:

Don Pierce

 

ATTACHMENTS:

Exhibit A:                     KM Operational Due Diligence Program Presentation