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Carbon County retirement board hears investment manager review showing portfolio near $99.3 million

Carbon County Board of Commissioners · November 20, 2025
AI-Generated Content: All content on this page was generated by AI to highlight key points from the meeting. For complete details and context, we recommend watching the full video. so we can fix them.

Summary

Market Associates presented the retirement board with a third‑quarter review; the portfolio value was reported as $99,304,843.28 as of Oct. 31, 2025, and year‑to‑date returns and manager changes were discussed; the board plans actuarial RFPs next month.

The Carbon County Retirement Board met Nov. 24 and heard a quarterly portfolio review from Sarah Wilson of Market Associates via Zoom.

Wilson reviewed macro developments, asset‑class performance and manager changes, and said the portfolio value was $99,304,843.28 as of Oct. 31, 2025. She reported total disbursements for October (monthly benefits and refunds) of…

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