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Investment consultant: OKC plan lineup performing in line with expectations; Loomis small‑mid growth under short‑term pressure
Summary
ACG consultant Jason Pujols briefed trustees on market moves, plan asset allocation and manager monitoring, noting broadly positive performance but a short-term lag in a Loomis small‑mid growth strategy and the potential future demand for private-market options.
Jason Pujols of ACG delivered the investment consultant report to the Oklahoma City Deferred Compensation Board on Aug. 20, describing recent market performance, plan asset allocations and ongoing manager oversight.
Pujols said U.S. large-cap and international equities have rallied this year while U.S. small-cap has lagged relative to other asset classes. He told trustees that the plan menu is “a quality, diversified set of low cost options” and noted that the qualified default option for the plans is the Vanguard target retirement funds, which the consultant said…
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