Agenda item details

*Consideration and Annual Review of the ERS Investment Policy Statement – (Action)

Number:
35/2023
Department:
Investments
Attachments
Name Download Ext. Filesize
Exhibit A — Draft Investment Policy Statement Proposed for August 23, 2023 Joint Meeting of the Board and IAC pdf 1 MB
Exhibit B — Redline version of Draft Investment Policy Statement Proposed for August 23, 2023 Joint Meeting of the Board and IAC pdf 1 MB
Exhibit C — Current version of Investment Implementation Plan dated August 8, 2023 pdf 1 MB
Slides — Proposed Updates to ERS Investment Policy Statement pdf 158 kB
Recommendation:
Move that the Investment Advisory Committee recommend that the Board of Trustees approve the Investment Policy Statement attached as Exhibit A to this agenda item.
Contingent upon adoption of the above motion by the Investment Advisory Committee, staff recommends the following motion to the Board of Trustees:
Move that the Board of Trustees approve the Investment Policy Statement attached as Exhibit A to this agenda item.
Agenda item