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HomeMy WebLinkAboutRetirement System Investment Policy Settlement City of Winter Springs -2001 09 12 GENERAL EMPLOYEE RETIREMENT SYSTEM INVESTMENT POLICY STATEMENT APPROVED ON Table of Contents Page I. SCOPE...................................................................................................,...................3 II. INVESTMENT OBJECTIVES.............................................................,...................3 III. PERFORMANCE MEASUREMENT.......................................................................3 IV. INVESTMENT AND FIDUCIARY STANDARDS.................................................4 V. AUTHORIZED INVESTMENTS.............................................................................5 VI. MATURITY AND LIQUIDITY REQUIREMENTS ...............................................6 VII. POR TFO LIO COMPOSITION........................................................... ....................... 7 VIII. RISK AND D IVERSIFICA nON ............................................................................. 7 IX. EXPECTED ANNUAL RATE OF RETURN ............................................................8 X. THIRD PARTY CUSTODIAL AGREEMENTS............. .......... ............................ ...8 XI. MASTER REPURCHASE AGREEMENT.......................................... ......................8 XII. BID REQUIREMENT.......................................................................... ......................8 XIII. INTERNAL CONTROLS .................................................................... ......................8 XIV . CONTINUING EDUCATION............................................................. ......................9 XV. REPORTING ..........................................................................................,...................9 XVI. FILING OF INVESTMENT POLICy............................................ ........ ........ ...... ....9 XVII. VALUATION OF ILLIQUID INVESTMENTS....................... ....................... .........9 Retirement System Investment Policy City of Winter Springs Page 2 CITY OF WINTER SPRINGS GENERAL EMPLOYEES' RETIREMENT SYSTEM INVESTMENT POLICY STATEMENT I. Scope A. The City Commission of Winter Springs ("City") has adopted this investment policy statement for the investment of the General Employees' Retirement System ("Plan") assets to be administered by the Board of Trustees ("Board") of the General Employees' Retirement System in accordance with applicable Florida State Statutes and City Ordinances. To that end, this investment policy is intended to set forth the investment objective:s and parameters for the management of those assets in a manner designed to fulfill the requirements of the Board's fiduciary investment responsibilities. B. The Board recognizes their responsibility for the investment of the Plan's assets, and in order to implement this function, the Board is authorized by law to retain the services of Investment Managers who possess the necessary skilled personnel and facilities to provide the expertise with respect to the investment of the Plans funds. C. This investment policy will be reviewed annually by the Board and may be revised upon the City's approval. II. Investment Objectives A. The foremost objective of this investment policy is the proper investment ofthe assets of the Plan in order to provide ongoing pension benefits to the Plan's members and their beneficiaries. B. The Board will strive to increase the Plan's total rate of return through capital appreciation and income while limiting the amount of risk exposure to the Plan. The methodology to determine the Plan's risk/return characteristics is through a diversification of investments across various asset classes detailed in Section V. C. Additionally, the Board will try to keep losses at a minimum due to ~:rosion of market value or from security defaults. To that end, investment managers will trade securities from time to time to improve yield, maturity, quality, credit risk, and total return potential. D. The assumed actuarial rate of return, over a market cycle (3-5 years), along with the annualized total return for the Plan should exceed the rate of inflation as measured by the Consumer Price Index ("CPI") by 4 percent. III. Performance Measurements A. The Board shall adopt performance measurements for the Plan's assets to be reviewed on a quarterly basis and evaluated based on a market cycle of 3-5 years. The Board may retain the Retirement System Investment Policy City of Winter Springs Page 3 services of an independent investment consultant to assist in monitoring the investment performance of the Plan's individual investment managers. Such performance is measured to determine the following: 1. If the investment manager has performed according to this investment policy. 2. If the investment manager has performed within the appropriate investment style. 3. How the manager has performed in relation to the performance measurements for the appropriate asset class. B. The performance measurement indexes on the asset categories are as follows: 1. The Plan's total fund return will be compared to the CPI Index as an inflationary measurement and the actuarial interest assumption as described in Section IX. 2. The Plan's fIxed income portfolio return will be compared to the weighted average return of the Lehman Aggregate Bond Index or equivalent. 3. The Plan's domestic equity portfolio return will be compared to the weighted average return of the Standard and Poor's 500 Index or equivalent. 4. The Plan's international portfolio return will be compared to the weighted average return of the Morgan Stanley Europe, Australia, & Far East (EAFE) Index or equivalent. 5. The Plan's emerging markets portfolio return will be compared to the weighted average return of the MSCI Index for Emerging Markets or equivalent. IV. Investment and Fiduciary Standards A. The Plan's assets will be invested in a manner consistent with the standards set forth in: 1. The Employee Retirement Income Security Act of 1974 at 29 V.S.C. s. 1104(a)(1)(A)- (C). 2. Chapters 112 and 518, Florida Statutes. 3. City of Winter Springs Ordinances. 4. The Plan's Investment Policy Statement. 5. The Pension Plan document. 6. In the event of a conflict within these provisions or any other provisions of law authorizing investments, the investment and fIduciary standards set forth in Section 112.661(4), Florida Statutes and item 1 above shall prevail. B. The Board will adhere to the Prudent Person standard and this standard shall be applied in the context of managing the overall Plan. The Prudent Person standard is as follows: Retirement System Investment Policy City of Winter Springs Page 4 "Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligmce exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived from the investment." C. Any person or firm hired or retained to invest, monitor, or advise concerning these assets shall be held to the higher standard of Prudent Expert. The standard shall be that in investing and reinvesting moneys and in acquiring, retaining, managing, and disposing of investments of these funds, the contractor shall exercise: the judgment, care, skill, prudence, and diligence under the circumstances then prevailing, which persons of prudence, discretion, and intelligence, acting in a like capacity and familiar with such matters would use in the conduct of an enterprise of like character and with like aims by diversifying the investments of the funds, so as to minimize the risk, considering the probable income as well as the probable safety of their capital. v. Authorized Investments A. Funds placed with investment managers are to be invested only in those authorized classes of investments as contained in this investment policy. Investments should be made subject to the Plan's cash flow needs and such cash flows are subject to revision due to changes in the Plan's needs and market conditions. Investments not listed in the investment policy are prohibited. B. The authorized classes of investments for the Plan are as follows: 1. Obligations guaranteed as to principal and interest by the United States government. 2. Bonds, securities, and certificates of indebtedness of United States government agencies. 3. Obligations guaranteed as to principal and interest by government-sponsored agencies of the United States government. 4. The Florida Local Government Surplus Funds Trust Fund (SBA). 5. Commercial Paper rated in the highest category by a nationally recognized rating service. If a Letter of Credit (LOC) backs the Commercial Paper, the long-term debt of the LOC provider must be rated A or better by at least two nationally recognized rating services. 6. Bankers Acceptances of United States banks or a federally chartered domestic office of a foreign bank, which are eligible for purchase by the Federal Reserve System, rated in the highest category by a nationally recognized rating service. 7. Corporate bonds or notes, registered or unregistered under Rule l44A, issued by firms organized and operating within the United States or by depository institutions licensed by the United States rated (A) or equivalent by a nationally recognized rating service at the time of purchase. Rule l44A bonds or notes must include r:ights of registration. Any bond or note that falls below investment quality must be eliminated immediately. 8. General Obligation and/or Revenue Bonds of state or local government taxable or tax- exempt debt rated A, for long term debt, by a nationally recognized rating service or rated MIG-2 or SP-2, for short term debt, by a nationally recognized rating service. Retirement System Investment Policy City of Winter Springs Page 5 9. Intergovernmental investment pools authorized pursuant Ito the Florida Interlocal Cooperation Act provided in Section 163.01, Florida Statutes. 10. Common and preferred stocks from domestic or foreign corporations. 11. Real estate and real estate securities as deemed proper investments by the Board. 12. Repurchase Agreements a. The Plan's investment managers may invest in repurchase agreements composed of only those investments authorized in numbers 1, 2., and 3 (above). All firms are required to sign the Plan's Master Repurchase Agreement prior to the execution of a repurchase agreement transaction. b. A third party custodian with whom the Plan has a current custodial agreement will hold the collateral for all repurchase agreements with a term longer than one (1) business day. A clearly marked receipt that shows evidence of ownership must be supplied to and retained by the Plan's investment manager. c. Securities authorized for collateral must have maturities less than 10 years with a market value for the principal and accrued interest of 102% of the value and for the term of the repurchase agreement. Immaterial short-term deviations from 102% requirement are permissible only upon the approval of the Pension Plan Administrator. 13. Mutual funds registered under the Investment Company Act of 1940. VI. Maturity and Liquidation Requirements A. The Plan's maximum investment maturities for the following securities are as follows: 1. The overall duration of the principal return for the Plan will be less than 140% of the Lehman Aggregate Bond Index. 2. For commercial paper, 180 days or less from the date of purchase. 3. F or bankers' acceptances, 180 days or less from the date of purchase. 4. For repurchase agreements, 90 days or less from the date of purchase. B. On a quarterly basis, the Plan's Actuary will notify the investment manager of the plan's liquidity requirements for the payroll and administrative expenses. Retirement System Investment Policy City of Winter Springs Page 6 VII. Portfolio Composition The Board has adopted the following long-term target asset mix for the Plan as shown below. 1. 70% of the Plan's assets market value will be allocated to equity investments. Based on market fluctuations, the Board will accept variances of up to five percent (between 65%- 75%) from the above asset target. This target is further allocated as follows: Stock Category Target Range High Grade Equity High Grade Equity Income Small Caps Mid Caps International 10% - 30% 15% - 25% 15% - 30% 15% - 30% 5% - 15% 2. 30% of the Plan's asset market value will be allocated to the fixed income securities. 3. Quarterly, the Board will review the investment portfolio for the purpose of potentially reallocating assets within the individual asset class target ranges based on changes within the capital market environment. 4. The Board will review these asset allocation targets annually and will revise the targets if any significant changes occur within the capital market environment. VIII. Risk and Diversification A. The Board has adopted a strategy, described in Section VII, whereby the Plan's assets will be diversified to the extent practicable in order to control the risk of loss which might result from an over-concentration of investments in a specific security, maturity, issuer, dealer, or bank through which financial instruments are bought or sold. B. In a further effort to control the risk of loss and assure adequate diversification, the following limitations are imposed upon the investment of the Plan's assets: 1. A maximum of 5% investment in the outstanding common stock of anyone company or organization. 2. A maximum of 5% investment in the outstanding debt issuance of anyone company or organization. Retirement System Investment Policy City of Winter Springs Page 7 IX. Expected Annual Rate of Return The Board has set the Plan's current expected rate of return at 9% and to the extent the actual rate of return various from the expected rate of return the gains or losses will be spfl~ad over a 5 year moving average period. The short term expected rate of return is 9%, and long term expected rate of return to be at least the actuarial interest assumption rate of 9% along with an additional annualized return that exceeds the rate of inflation measured by the CPI. X. Third-Party Custodial Agreements All securities will be held with the custodial bank under a contractual agreement with the Board. All securities purchased by and all collateral obtained by the investment managers and/or the Board are designated as assets of the Plan. No withdrawal of securities, or transfer of funds, in whole or in part, can be made from safekeeping except by authorization of the Board and written execution by anyone of the following: the Board Chairman, Vice-Chairman, or the Plan Administrator. Securities transactions between a broker/dealer and the custodial bank involving the purchase or sale of securities by transfer of money or securities must be made on a "delivery vs. payment" basis, if applicable, to ensure that the custodial bank will have the security or money, as appropriate, in hand at the conclusion of the transaction. XI. Master Repurchase Agreement All approved institutions and dealers transacting repurchase agreements will execute and perform as stated in the Master Repurchase Agreement. All repurchase agreement transactions will adhere to the requirements of the Master Repurchase Agreement. XII. Bid Requirements Each investment manager shall obtain competitive bids and offers on inves,tment transactions to the fullest extent possible. The investment managers will make periodic repOI1tS to the Board reflecting purchases, sales, or other activity. XIII. Internal Controls A. The Plan Administrator will establish a system of internal controls and written operational procedures to be a part of the Plan's operational procedures. The internal controls should be designed to prevent losses of funds, which might arise from fraud, employee error, and misrepresentation by third parties, or imprudent actions by employees. The written procedures should include reference to safekeeping, repurchase agreements, separation of transaction authority from accounting and record keeping, wire transfer agreements, banking service contracts, collateraVdepository agreements, and "delivery-vs. -payment" procedures. No person may engage in an investment transaction except as authorized under the terms of this investment policy. B. Independent auditors, as a normal part of their annual financial audits, will conduct a review of the system of internal controls to ensure compliance with policies and procedures. Additionally, Retirement System Investment Policy City of Winter Springs Page 8 the Plan's Actuary, Investment Consultant, and the City auditors will complete an annual system reVIew. XIV. Continuing Education Annually, members of the Board have the responsibility for completing continuing education programs in matters relating to the Plan's investments by reading the appropriate materials and by attending the appropriate local and national conferences and seminars as authorized by the Board. XV. Reporting On an annual basis, the Board will provide the City with an investment report regarding the Plan's investment portfolio. The annual report shall provide all, but not limited to, the following: name and type of securities in which the funds are invested, the amount invested, income earned, the book value and the market value of the investment portfolio. Investment reports shall be available to the public. XVI. Filing of Investment Policy A. Upon adoption, the Board will promptly file this investment policy statement with the State of Florida's Department of Management Services, the City of Winter Springs, and the Plan's Actuary. B. The effective date of this investment policy shall be the 30th calendar day following the date filed with the City of Winter Springs. XVII. Valuation of Illiquid Investments All illiquid investments for which a generally recognized market is not available or for which there is no consistent or generally recognized pricing mechanism will be given an actuarial valuation by the Plan's Actuary on an annual basis. For each actuarial valuation, the Board must verify the determination of a fair market value for those investments and ascertain that their determination complies with all applicable state and federal requirements. The Board will disclose each illiquid investment to the State of Florida's Department of Management Services and to the City of Winter Springs. APPROVED AND ADOPTED BY THE GENERAL EMPLOYEE'S RETIREMENT SYSTEM BOARD OF TRUSTEES ON Retirement System Investment Policy City of Winter Springs Page 9