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Investment consultant urges steady course as pension fund weathers volatility; private debt and real estate cited as offsets, crypto dismissed

City of Kissimmee General Employees' Pension Board · May 22, 2025
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Summary

The fund's investment consultant reviewed a second-quarter investment and a flash report through April 30, reported a fiscal year-to-date decline of 2.23%, highlighted private debt and real estate returns that offset equity weakness, recommended holding cash as opportunity capital, and advised against investing plan assets in cryptocurrency.

The City of Kissimmee General Employees' Pension Board heard its quarterly investment and a flash report from the plan's investment consultant, who said the fund has navigated a volatile market by leaning into private debt and selected real estate managers while holding opportunistic cash.

"Fiscal year to date, the plan is down 2.23%" the consultant said, adding that the portfolio's structure and allocations helped limit losses during a period when domestic growth stocks fell sharply. He told trustees the plan's diversified exposure…

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