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SF DCP committee recommends JPMorgan for active large‑cap growth; board approves record‑keeper RFP
Summary
The Deferred Compensation Committee recommended replacing T. Rowe Price’s active large‑cap growth sleeve with JPMorgan’s US large‑cap growth CIT; the board approved the recommendation and authorized issuing an RFP for the plan’s third‑party record keeper.
The board approved two Deferred Compensation Committee recommendations affecting the city’s defined‑contribution plan.
Large‑cap growth manager change: Callan and staff presented a manager search to replace the active component of the SFDCP large‑cap growth allocation after a personnel change at the incumbent. Callan evaluated a universe of strategies (roughly 200 in its database, narrowing to an 18‑strategy shortlist and a four‑manager semifinal group) and recommended the…
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