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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
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1a. Investment Policy Statement
b. Asset Allocation
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c. Annual Prefunding Process and Report
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d. Risk Management Systems Process
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e. Fiscal Year End Performance Report - click on the link.
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f. Calendar Year Fee Reports
VI. Actuarial Valuations
VII. Retirement Benefits Tier Fact Sheets
Blogs
Federated City Employees' Retirement System
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V. Investments of Assets
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1a. Investment Policy Statement
1a. Investment Policy Statement
Administrator
Ayala, Cynthia
Linda.Alexander@sanjoseca.gov
Michelle San Miguel (Unlicensed)
Owned by
Administrator
Last updated:
2010
by
Ayala, Cynthia
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2c. Brown Act and City Sunshine Ordinance - Open Meetings
2c. Brown Act and City Sunshine Ordinance - Open Meetings
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a. Chief Investment Officer Charter & Succession Planning Policy
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a. Retirement Handbook Tier 1- Under development
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Investment Group Organizational Structure
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16. Policy on Procedure Regarding Cancellation and Termination
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e. 5-year Projected Letter
e. 5-year Projected Letter
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