3. FINANCIAL AGENDA

General Pension Board Meeting · 2026-05-21 · agenda_item

This notice concerns financial decisions made by the General Pension Board Meeting for the City of Kissimmee, Osceola. The board reviewed investment reports and approved several actions. These actions include transferring $3,000,000 from the R&D account to the Eaton Vance account. Additionally, the board approved terminating the DSM Large Cap Growth Equity Fund and moving all its proceeds to the Fidelity Large Cap Growth Index fund. Finally, the board approved liquidating half of the funds from Brandywine Global Investment and transferring those funds equally to BNY Mellon Investment and Fidelity Management. These decisions are part of the financial management of pension funds and are currently in the approved stage. This process involves financial advisory services and investment management, with potential opportunities for firms specializing in institutional investment analysis, fund management, and financial consulting. Early engagement with the pension board or its advisors could be beneficial for understanding future investment strategies and needs.

transfer amount

3000000 $

vote count

6 –0