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Board receives quarterly investment performance review; consultant outlines monitoring and consolidation rationale
Summary
Asset Consulting Group presented a quarterly investment performance review on March 3, 2025, describing the board’s approach to consolidating overlapping investment options, monitoring active managers beyond short-term returns, and ongoing manager oversight; the board moved to receive the report.
The Oklahoma City Deferred Compensation Board received a quarterly investment performance review from Asset Consulting Group on March 3, 2025. Jason Puilis of Asset Consulting Group presented the report and described the consulting firm’s ongoing monitoring approach.
Puilis summarized the consulting team’s recent work to consolidate overlapping investment options across the city’s multiple plans, aiming to offer one active and one passive option…
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