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New Board Member Orientation
Meet the Board of Trustees
I. Federated Board Administration
II. Office of Retirement Services (ORS)
III. Governing Laws
IV. Fiduciary Standards/Responsibilites
V. Investments of Assets
a. Chief Investment Officer Charter & Succession Planning Policy
1a. Investment Policy Statement
b. Asset Allocation
1b. Asset Allocation Analysis - Meketa
2b. Risk Allocation Analysis - Verus
3b. Market Expectations
4b. Current Asset Allocations
c. Annual Prefunding Process and Report
d. Risk Management Systems Process
e. Fiscal Year End Performance Report - click on the link.
f. Calendar Year Fee Reports
VI. Actuarial Valuations
VII. Retirement Benefits Tier Fact Sheets
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Federated City Employees' Retirement System
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4b. Current Asset Allocations
4b. Current Asset Allocations
Linda.Alexander@sanjoseca.gov
Ayala, Cynthia
Michelle San Miguel (Unlicensed)
Owned by
Linda.Alexander@sanjoseca.gov
Last updated:
2010
by
Ayala, Cynthia
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