Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Trust hears strong investment performance, accepts FY24 finance report
Summary
Asset Consulting Group told trustees the portfolio has delivered solid multi-year returns and the trust stood at about $125 million at September; the board received quarterly/monthly reports and accepted the FY24 annual finance report, which included a cleaned audit opinion and a corrected census finding.
Oklahoma City Post Employment Benefits Trust trustees heard an investment update and accepted the trusts annual finance report during their Nov. 12 meeting.
Jason Pulos of Asset Consulting Group told trustees that markets have been strong and the trust has benefited from its allocation choices. "Good news is markets continue to go up pretty much, every day it seems like we're breaking a record on one of the major indices," Pulos said. He reported the portfolio is up about 11% net of fees over…
Already have an account? Log in
Subscribe to keep reading
Unlock the rest of this article — and every article on Citizen Portal.
- Unlimited articles
- AI-powered breakdowns of topics, speakers, decisions, and budgets
- Instant alerts when your location has a new meeting
- Follow topics and more locations
- 1,000 AI Insights / month, plus AI Chat
