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Reso 2021-087 Investment Guidelines Post Employment Benefits Trust
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Reso 2021-087 Investment Guidelines Post Employment Benefits Trust
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7/1/2021 9:21:39 AM
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6/15/2021 10:30:53 AM
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CM City Clerk-City Council - Document Type
Resolution
Document Date (6)
6/7/2021
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Investment Guidelines Document <br />Scope and Purpose <br />The purpose of this Investment Guidelines Document is to: <br />• Facilitate the process of ongoing communication between the Plan Sponsor and its plan <br />fiduciaries; <br />• Confirm the Plan's investment goals and objectives and management policies applicable <br />to the investment portfolio identified below and obtained from the Plan Sponsor; <br />• Provide a framework to construct a well -diversified asset mix that can potentially be <br />expected to meet the account's short- and long-term needs that is consistent with the <br />account's investment objectives, liquidity considerations and risk tolerance; <br />• Identify any unique considerations that may restrict or limit the investment discretion of its <br />designated investment managers; <br />• Help maintain a long-term perspective when market volatility is caused by short-term <br />market movements. <br />Key Plan Sponsor Account Information as of May 2021 <br />Plan Sponsor: City of San Leandro <br />Governance: The City Council of the City of San Leandro <br />Plan Name ("Plan'): City of San Leandro Employee Benefit Fund Pension Plan <br />Trustee: US Bank <br />Contact: Susan Hughes, 949-224-7209 <br />susan.hughes@usbank.com <br />Type of Account: Pension Plan <br />ERISA Status: Not subject to ERISA <br />Investment Manager: US Bank, as discretionary trustee, has delegated investment <br />management responsibilities to HighMark Capital Management, <br />Inc. ("Investment Manager"), an SEC -registered investment <br />adviser <br />Contact: Randall Yurchak, CFA, 415-705-7579 <br />Randall.yurchak@highmarkcapital.com <br />City of San Leandro Employee Benefit Fund Pension Plan <br />Investment Guidelines Document — HighMark Capital Management, Inc. <br />(v. 05/06/2021 - RY) <br />N, <br />
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