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Board of Trustees of the Fire and Police Pension · 2026-05-14 · agenda_item

The Board of Trustees of the Fire and Police Pension, City of Fernandina Beach, Nassau, is reviewing investment performance data as of March 31, 2026. This review includes comparative performance reports for various investment funds, such as Total Domestic Equity, Total International Equity, Total Domestic Fixed Income, and Total Real Estate. The board is examining how these funds have performed against their respective benchmarks and medians over different time periods, including quarterly, fiscal year-to-date, one year, three years, five years, seven years, and ten years. This is an early stage in the civic process, focused on performance review and strategic planning. The work involves analyzing financial data and investment strategies. This review could lead to future decisions regarding investment management, fund allocation, or the selection of new financial services. Local financial advisors, investment consultants, and legal services specializing in pension fund management may find opportunities to engage with the board as these discussions progress.