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Board affirms strategic asset allocation after Maketa presents 10/20‑year capital market expectations
Summary
After a detailed presentation of capital market expectations and scenario analysis by Maketa (presenter Laura Wyrick), the San Jose Federated Retirement Board debated shifting modestly toward fixed income but ultimately voted to retain the existing strategic allocation.
San Jose — The San Jose Federated City Employees Retirement System board heard a detailed presentation from Maketa Investment Group on long‑term capital market expectations and scenario analyses, then voted to maintain the plan’s existing strategic asset allocation.
The presentation by Laura Wyrick explained Maketa’s 10‑ and 20‑year forward return assumptions, model inputs (IMF, World Bank, Bloomberg and other year‑end data) and scenario/stress testing. Maketa showed the pension fund’s current functional allocation (growth, low‑beta,…
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