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28 results for “investment performance”

  • 0590-2026: To authorize the Director of the Department of Finance and Management to enter into contract with the Greater Columbus Arts Council (GCAC) for the purpose of distributing 20% of the 2026 Admissions Tax proceeds from the Facility Stabilization Fund for the purpose of investment in cultural arts, sports, and performance arts venues in the greater Columbus area; to authorize the appropriation and expenditure of these proceeds from the Facility Stabilization Fund estimated to be $870,000.00; and to declare an emergency. ($870,000.00)

    Feb 23, 2026

    ·Columbus, OH
    Proposal
    Source

  • Annual Comprehensive Financial Report JUNE 30, 2025 AND 2024

    Jun 30, 2025

    ·Phoenix, AZ
    Budget

    This is the Annual Comprehensive Financial Report of the City of Phoenix Employees' Retirement System for fiscal years ended June 30, 2025 and 2024, representing the system's seventy-ninth annual report. The document contains financial statements, investment performance data, actuarial analysis, and statistical schedules covering the retirement plan's operations as a component unit of the City of Phoenix. Key sections include a statement of fiduciary net position, changes in net pension liability, schedules of employer contributions and investment returns, and analysis of benefit expenses and membership data. The report was prepared jointly by the City of Phoenix Employees' Retirement System and the City of Phoenix Finance Department, located at 200 West Washington Avenue, Phoenix, Arizona.

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employee retirementpension liabilityfinancial report
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  • regular meeting agenda may 20 2025 redacted

    May 20, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting on May 20, 2025, to address actuarial matters, investment performance, and administrative items including disability re-exam audits and retirement applications. The agenda included a first quarter 2025 investment report from Asset Consulting Group and approval of monthly and quarterly invoices totaling approximately $614,988.31 across various fund managers and service providers. The meeting also covered routine consent items such as longevity retirements, deferred retirements, DROP applications, survivor allowances, and estate payments.

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    pension administrationinvestment performanceretirement benefitsemployee benefitsfund management
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  • REGULAR MEETING AGENDA TUESDAY – APRIL 15, 2025

    Apr 15, 2025

    ·Tampa, FL
    Agenda

    The Board of Trustees of the General Employees' Retirement Fund held a regular meeting on April 15, 2025, at the City of Tampa's Hanna City Center to review pension fund operations and investment performance. The agenda included presentations from three investment managers (Marathon International, Redwheel Emerging Markets, and WCM Focused Growth International), a market and performance review as of March 31, 2025 with liquidity recommendations from consultant Elizabeth Bowen, and administrative matters including retirement applications, disability procedures, and monthly invoices including a $42,500 payment to Asset Consulting Group.

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  • 0355-2025: To authorize the Director of the Department of Finance and Management to enter into contract with The Greater Columbus Arts Council, Inc. (GCAC) for the purpose of distributing 20% of the 2025 Admissions Tax proceeds from the Facility Stabilization Fund for the purpose of investment in cultural arts, sports, and performance arts venues in the greater Columbus area; to authorize the appropriation and expenditure of these proceeds from the Facility Stabilization Fund estimated to be $1,110,000.00; and to declare an emergency. ($1,110,000.00).

    Jan 30, 2025

    ·Columbus, OH
    Proposal
    Source

  • reg meeting agenda jan 21 2025

    Jan 21, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting agenda scheduled for Tuesday, January 21, 2025 at 1:30 P.M. The meeting included investment consultant reports on market performance and portfolio review as of December 31, 2024, a legal report, and administrative matters including retirement applications and approvals of quarterly invoices totaling approximately $476,575 from various investment managers and consultants (ACG, Dodge & Cox, Leeward, Loomis, and Wellington). The agenda also encompassed approval of minutes from the November 19, 2024 meeting, public comments, and administrative consent items including longevity retirement, deferred retirement, and DROP (Deferred Retirement Option Plan) applications.

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    employee retirementinvestment managementfund administrationpension applications
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  • The City of York Pennsylvania REQUEST FOR PROPOSAL (RFP) RFP 2024-001

    Apr 4, 2024

    ·York, PA
    Other

    The City of York, Pennsylvania issued RFP 2024-001 on April 3, 2024, soliciting proposals from qualified firms to provide investment management advisory services, asset custody, performance reporting, and retiree payment administration for three city pension plans: Police, Officers and Employees, and Paid Firefighters. Proposals must be submitted electronically by April 22, 2024, at 4:00 p.m. to the designated procurement portal. The RFP includes actuarial valuations and investment policy documentation to guide vendor submissions and evaluation criteria.

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    pension managementinvestment servicesprocurementfinancial administration
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  • 24-0172: A resolution approving a proposed Agreement between the City and County of Denver and McKinstry Essention, LLC to perform investment grade energy audits and electrification feasibility reports for municipal buildings, citywide. Approves an agreement with McKinstry Essention, LLC for $710,499.49 and an end term of 12-31-2024 to perform investment grade energy audits and electrification feasibility reports for municipal buildings, citywide (CASR-202371992). The last regularly scheduled Council meeting within the 30-day review period is on 3-18-2024. The Committee approved filing this item at its meeting on 2-14-2024.

    Feb 6, 2024

    ·Denver, CO
    Proposal
    Source

  • 0382-2024: To authorize the Director of the Department of Finance and Management to enter into contract with the Greater Columbus Arts Council (GCAC) for the purpose of distributing 20% of the 2024 Admissions Tax proceeds from the Facility Stabilization Fund for the purpose of investment in cultural arts, sports, and performance arts venues in the greater Columbus area; to authorize the appropriation and expenditure of these proceeds from the Facility Stabilization Fund estimated to be $815,000.00 and to declare an emergency. ($815,000.00).

    Jan 29, 2024

    ·Columbus, OH
    Proposal
    Source

  • 23-1161: A resolution approving a proposed First Amendment between the City and County of Denver and MARSH USA INC. concerning insurance broker services for major construction projects in DEN’s ROCIP4 program at Denver International Airport. Amends a contract with Marsh USA adding $24,623,326 for a new total of $36,509,586 and 2 years for a new end date of 02-01-2029 to provide insurance broker services including insurance procurement and program management, safety and loss control, and administrative support for major construction projects in DEN’s ROCIP4 program, including Great Hall Completion Phase, A East Ground Load task order, Taxiway EE, Energy Performance Investment, Runway 17L-35R, Council District 11 (PLANE-202368296 / PLANE-202054510). The last regularly scheduled Council meeting within the 30-day review period is on 10-9-2023. The Committee approved filing this item at its meeting on 9-6-2023.

    Aug 27, 2023

    ·Denver, CO
    Proposal
    Source

  • 0649-2023: To authorize the Director of the Department of Finance and Management to enter into contract with the Greater Columbus Arts Council (GCAC) for the purpose of distributing 20% of the 2023 Admissions Tax proceeds from the Facility Stabilization Fund for the purpose of investment in cultural arts, sports, and performance arts venues in the greater Columbus area; to authorize the appropriation and expenditure of these proceeds from the Facility Stabilization Fund estimated to be $695,000.00 and to declare an emergency. ($695,000.00).

    Feb 22, 2023

    ·Columbus, OH
    Proposal
    Source

  • 22-1677: A resolution approving a proposed Contract between the City and County of Denver and Jacobs Investments, LLC to improve the performance and reliability of the communication network used by the city's intelligent transportation system (ITS) devices, citywide. Approves a contract with Jacobs Investments, LLC, doing business as Colorado Boring Company, for $2,850,240 and 2 years to improve the performance and reliability of the communication network used by the city’s intelligent transportation system (ITS) devices, citywide (DOTI- 202264119). The last regularly scheduled Council meeting within the 30-day review period is on 2-6-2023. The Committee approved filing this item at its meeting on 12-27-2022.

    Dec 19, 2022

    ·Denver, CO
    Proposal
    Source

  • 22-0522: A resolution approving a proposed Contract between the City and County of Denver and McKinstry Essention, LLC concerning the energy and water conservation measures identified in the Investment-Grade Audit (IGA) performed at Denver International Airport. Approves an energy performance contract with McKinstry Essention, LLC for $83,016,250 and for 7 (seven) years to implement the energy and water conservation measures identified in the Investment-Grade Audit (IGA) performed at Denver International Airport in Council District 11 (202161068). The last regularly scheduled Council meeting within the 30-day review period is on 6-13-22. The Committee approved filing this item at its meeting on 5-11-22.

    May 2, 2022

    ·Denver, CO
    Proposal
    Source

  • 0958-2022: To authorize the Director of the Department of Finance and Management to enter into contract with the Greater Columbus Arts Council (GCAC) for the purpose of distributing 20% of the 2022 Admissions Tax proceeds from the Facility Stabilization Fund for the purpose of investment in cultural arts, sports, and performance arts venues in the greater Columbus area; to authorize the appropriation and expenditure of these proceeds from the Facility Stabilization Fund estimated to be $600,000.00 and to declare an emergency. ( $600,000.00).

    Mar 25, 2022

    ·Columbus, OH
    Proposal
    Source

  • 22-0201: A resolution approving a proposed Business Incentive Fund (BIF) contract with Bottling Group, LLC for an amount not to exceed $1,000,000 for 7 years and for performance based criteria that include establishment of a state-of-the-art manufacturing facility and associated significant investments, as well as job retention and creation and associated investments into upskilling and training of the manufacturing facility’s Denver-based workforce. Approves a Business Incentive Fund (BIF) contract with Bottling Group, LLC for an amount not to exceed $1,000,000 and for 7 years through 12-31-2028 for performance based criteria that include establishment of a state-of-the-art manufacturing facility and associated significant investments, as well as job retention and creation and associated investments into upskilling and training of the manufacturing facility’s Denver-based workforce (OEDEV-202160849-00). The last regularly scheduled Council meeting within the 30-day review period is on 4-11-2022. The Committee approved filing this item at its meeting on 3-9-2022.

    Feb 8, 2022

    ·Denver, CO
    Proposal
    Source

  • Letter From the Finance Director

    Cleveland, OH
    Budget

    The City of Cleveland's Finance Director presents the fiscal year 2026 Mayor's Budget Estimate, a balanced budget developed through collaborative planning across city divisions to transparently allocate resources to essential services. The budget prioritizes elevated investments in economic development, public safety, and technology, supported by strong 2025 performance that included a $21 million police station improvement lease-purchase agreement, $12 million in road resurfacing, new multi-year union agreements covering 85% of unions, and implementation of modern financial and permitting systems that improved efficiency. The fiscally responsible approach aims to promote job growth, affordable housing, and modernization while maintaining financial stability and limiting unnecessary borrowing.

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    budgetpublic safetyeconomic developmentroad infrastructuretechnology investment
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  • 1 Kentucky’s 2022-2024 Executive Budget EXECUTIVE SUMMARY THE FUTURE IS NOW

    Louisville, KY
    Budget

    Kentucky's 2022-2024 Executive Budget proposes historic investments totaling $1.9 billion in additional General Fund revenues, driven by record economic recovery and a 7.5 percent growth rate following strong fiscal performance in 2021. The budget prioritizes education system transformation through universal pre-K funding and "Bucks for Brains" higher education initiatives, while also addressing long-standing needs including state employee salary increases, pension funding, child protection services, and disaster recovery from December 2021 storms. The proposal represents a significant departure from decades of budget cuts, directing resources toward workforce development, economic growth, and addressing fixed costs and deferred maintenance across state government.

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    budgeteducation fundingworkforce developmentpension fundingdisaster recovery
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  • EXECUTIVE BUDGET STATE OF SOUTH CAROLINA FISCAL YEAR 2024-25 HENRY MCMASTER

    Columbia, SC
    Budget

    Governor Henry McMaster's Executive Budget for Fiscal Year 2024-25 highlights South Carolina's strong economic performance, featuring a record budget surplus of over $1.64 billion in unexpected revenue. In 2023, the state announced 81 economic development projects creating over 14,120 new jobs with $9.21 billion in capital investment, including major announcements from Scout Motors ($2 billion), Albemarle Corporation ($1.3 billion), and AESC ($810 million). Since 2017, South Carolina has announced over $36.4 billion in new investments and 86,378 new jobs, positioning itself as a national leader in advanced manufacturing, particularly in the electric vehicle and battery manufacturing sectors.

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  • 2021 Annual Comprehensive Financial Report

    Palmerton, PA
    Budget

    The Pennsylvania Municipal Retirement System's 2021 Annual Comprehensive Financial Report documents the fiduciary net position, investment performance, and financial activities of the pension system for fiscal years 2021 and 2020. The report includes financial statements, independent auditor's report, management's discussion and analysis, investment summaries showing portfolio distribution and rates of return, and actuarial information covering plan provisions and pension contributions. The document serves as the official accounting of the system's assets, liabilities, and administrative and investment expenses under the leadership of Chairman Barry L. Sherman and CEO Timothy A. Reese.

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    pension systemfinancial reportinvestment performancemunicipal retirement
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  • Annual Comprehensive Financial Report Building the Phoenix of Tomorrow

    Phoenix, AZ
    Budget

    This is the Seventy-Eighth Annual Comprehensive Financial Report for the City of Phoenix Employees' Retirement System, a component unit of the City of Phoenix, Arizona, covering fiscal years ended June 30, 2024 and 2023. The report presents financial statements, actuarial data, investment performance, and administrative information for the retirement system. The document includes an independent auditor's report, management's discussion and analysis, statements of fiduciary net position and changes in fiduciary net position, and schedules addressing net pension liability, employer contributions, investment returns, administrative expenses, and benefit provisions. The system received a Certificate of Achievement for Excellence in Financial Reporting and a Public Pension Standards Award for Funding and Administration.

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    pension fundingfinancial reportinginvestment performanceretirement systemactuarial analysis
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  • Tampa

    Tampa, FL
    Agenda

    This is an agenda for the Tampa Board of Trustees Regular Meeting scheduled for July 19, 2022, at 1:30 p.m., chaired by Stephen Hill. The meeting will include presentations from U.S. Large Cap investment managers (Dodge & Cox and Loomis Sayles), a portfolio performance review for June 2022, consideration of liquidity needs, and approval of motions regarding disability policy revision, a retirement disability claim review, and board travel policy updates. The meeting will be held at the Julian B Lane Conference Room in Tampa, Florida, with options for remote participation via video conference or phone.

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    board meetinginvestment portfoliodisability policytravel policyretirement benefits
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  • City of Cincinnati Retirement System Board of Trustees Meeting Agenda

    Cincinnati, OH
    Minutes

    The City of Cincinnati Retirement System Board of Trustees held a meeting on December 5, 2024, at 2:00 p.m. with nine trustees present, including Chair Bill Moller and Vice Chair Tom Gamel. The Board approved the November 7, 2024 minutes by unanimous roll call vote and entered executive session pursuant to Ohio Revised Code 121.22 subsection G to discuss matters subject to pending and imminent court action. The Performance Evaluation Committee approved four overarching goals for the Executive Director's 2024–2025 performance evaluation, focused on board leadership and governance, member services, and inter-agency coordination. The next Board meeting is scheduled for January 9, 2025, at 2:00 p.m. at City Hall Council Chambers and via Zoom, with agenda items including reports on investments, the 415B update, fiduciary audit recommendations, the 2025 CRS budget update, and committee assignments.

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  • C I T Y O F A K R O N , O H I O 2021 BUDGET PLAN 2021 WWW.AKRONOHIO.GOV 2021

    Akron, OH
    Budget

    The City of Akron, Ohio 2021 Budget Plan document outlines the city's comprehensive financial plan for fiscal year 2021, including detailed analyses of revenues, expenditures, debt service, and capital investments across multiple funds (General, Sewer, and Water). The budget was recognized with the Government Finance Officers Association's Distinguished Budget Presentation Award for January 1, 2020. The document contains extensive tables and data addressing fiscal performance goals, fund balances, departmental budgets, and long-range financial planning, though specific revenue and expenditure figures are referenced through chart numbers rather than stated in this table of contents excerpt.

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    budget planningmunicipal financecapital investmentsdebt servicefiscal year
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  • 2021 Annual Comprehensive Financial Report

    Carbondale, PA
    Budget

    The Pennsylvania Municipal Retirement System's 2021 Annual Comprehensive Financial Report presents a complete overview of the pension system's financial performance for fiscal years 2020 and 2021, covering financial statements, investment activity, actuarial analysis, and administrative operations. The report includes an independent auditor's assessment, management discussion and analysis, detailed financial statements showing fiduciary net position and changes, and supplementary schedules documenting administrative expenses, investment expenses, and pension contributions. The document also outlines the system's investment guidelines, asset allocation strategy, and portfolio performance for the reporting period.

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    pension systemfinancial reportinvestment performancemunicipal retirementactuarial analysis
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  • Annual Report 2024 For Fiscal Year Ending December 31 • Published June 2025

    Scranton, PA
    Other

    The Township of Langley's 2024 Annual Report covers fiscal performance for the year ending December 31, 2024, published in June 2025. Key highlights include the identification of an additional $3.5 million in annual savings through budget efficiencies, maintaining the lowest property tax rates in Metro Vancouver while continuing infrastructure investments in roads, parks, and public facilities. The township expanded public safety services by adding firefighters and RCMP officers, achieved a 3 percent decline in the Crime Severity Index for the fourth consecutive year, and made progress on major capital projects including the 208 Street corridor improvements.

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    budget efficiencyproperty taxroad infrastructurepublic safetycrime prevention
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  • POPULAR ANNUAL FINANCIAL REPORT PENSION & POSTEMPLOYMENT HEALTHCARE

    San Jose, CA
    Budget

    This Popular Annual Financial Report summarizes the financial performance of the City of San José Police and Fire Department Retirement Plan for the fiscal year ended June 30, 2025. The Plan's total net position grew significantly to $5.97 billion (a 9.7% increase), driven by a strong net investment return of 10.0% that exceeded the actuarially assumed rate of 6.625%. During the fiscal year, the Plan successfully guided 90 members through retirement, supported 833 members during open enrollment, and engaged approximately 291 members through counseling sessions and workshops while maintaining operational continuity following a CEO leadership transition in August 2024.

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  • C I T Y O F A K R O N , O H I O 2020 BUDGET PLAN 2020 WWW.AKRONOHIO.GOV

    Akron, OH
    Budget

    The City of Akron, Ohio's 2020 Budget Plan document outlines the city's comprehensive fiscal strategy for 2020, including operating budgets across multiple funds (General, Sewer, and Water), debt service obligations, and capital investment programs. The document includes detailed analysis of budgeted revenues and expenditures by category, comparative fund balances, long-range financial planning, and debt service requirements across various bond types and loan agreements. The budget framework encompasses fiscal performance goals, departmental allocations, revenue sources including property taxes and community development grants, and infrastructure planning through the Capital Investment and Community Development Program.

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    budget planningmunicipal financerevenue allocationdebt servicecapital infrastructure
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  • City of Mesa Consolidated Annual Performance Evaluation Report (CAPER)

    Mesa, AZ
    Budget

    The City of Mesa's Consolidated Annual Performance Evaluation Report (CAPER) for FY 2024/2025 (July 1, 2024 through June 30, 2025) documents the allocation and distribution of $4,192,294 in Community Development Block Grant (CDBG) funds, with $4,068,447 awarded to programs and administration. CDBG Public Service Activities received $602,214 across six agencies (A New Leaf, Central Arizona Shelter Services, Child Crisis Arizona, Family Promise, Homeward Bound, and Save the Family Foundation of Arizona), though CASS cancelled two contracts and returned funds due to leadership and staffing changes. Housing Rehabilitation was allocated $2,342,182 for the Emergency Rehabilitation Program, while the HOME Investment Partnership Program provided $400,000 for Tenant-Based Rental Assistance focused on utility and deposit assistance. Emergency Solutions Grant (ESG) Program awarded $329,288 to three agencies (A New Leaf, CASS, and Save the Family) for emergency shelter and rapid rehousing services, with the city coordinating through the Maricopa County Continuum of Care workgroups including Coordinated Entry, Planning, and ESG Committees.

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    community development block granthousing rehabilitationemergency shelter assistancepublic services fundinghomeless services
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