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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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1b. Asset Allocation Analysis - Meketa
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2b. Risk Allocation Analysis - Verus
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3b. Market Expectations
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4b. Current Asset Allocations
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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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b. Asset Allocation
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1b. Asset Allocation Analysis - Meketa
1b. Asset Allocation Analysis - Meketa
Administrator
Ayala, Cynthia
Linda.Alexander@sanjoseca.gov
Michelle San Miguel (Unlicensed)
Owned by
Administrator
Last updated:
2010
by
Ayala, Cynthia
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b. San Jose City Charter - Retirement Plan(s)
b. San Jose City Charter - Retirement Plan(s)
Federated City Employees' Retirement System
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3. Rosenberg's Rules of Order
3. Rosenberg's Rules of Order
Federated City Employees' Retirement System
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5. Chief Executive Officer Charter & Succession Planning Policy
5. Chief Executive Officer Charter & Succession Planning Policy
Federated City Employees' Retirement System
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a. Trustee Roster & Standing Committee Assignments
a. Trustee Roster & Standing Committee Assignments
Federated City Employees' Retirement System
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VII. Retirement Benefits Tier Fact Sheets
VII. Retirement Benefits Tier Fact Sheets
Federated City Employees' Retirement System
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d. OPEB Valuation Report
d. OPEB Valuation Report
Federated City Employees' Retirement System
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