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City of San Leandro Post-Retirement Healthcare Plan <br />Investment Guidelines Document – HighMark Capital Management, Inc. <br />(v. 7/20/2021 - RY) 2 <br />Investment Guidelines Document <br /> <br /> <br />Scope and Purpose <br /> <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 /> <br />Key Plan Sponsor Account Information as of July 2021 <br />Plan Sponsor: City of San Leandro <br />Governance: The City Council of the City of San Leandro <br />Plan Name (“Plan”): The City of San Leandro Post-Employment Health Care Plan <br />Trustee: US Bank <br />Contact: Sue Hughes, 949-224-7209 <br />Susan.Hughes@usbank.com <br />Type of Account: GASB 45/Other Post-Employment Benefits Trust <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