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Investment policy development files, ca. 1990-2009.
Amount:
27.50 cubic ft.
Medium Included:
Organization/Arrangement:
By topic, then roughly chronological.
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Terms Governing Use:
Biographical/Historical:
The State Board of Administration (SBA) is a constitutional entity of Florida state government that provides a variety of investment services to various governmental entities. Created by the Florida Legislature in 1929 (Chapter 14486, Laws of Florida; amended to the 1885 Constitution as Article IV, Section 16, 1942, Senate Joint Resolution 324, 1941; continued under Article XII, Section 9, 1968 Constitution and Ch. 69-106, Laws), its members are the Governor, the Chief Financial Officer, and the Attorney General. The Board's statutory mandate is to invest, manage and safeguard assets of the Florida Retirement System (FRS) and its 25 trust funds and pension plans used for a number of investment services. In addition, the SBA provides administrative services to the Florida Prepaid College Board and the Division of Bond Finance.
The SBA is also responsible for administering the two Florida Retirement System (FRS) retirement plans: Pension and Investment. The SBA selects, evaluates and monitors the performance of investment options while the Investment Advisory Council provides independent oversight of the plans' general objectives, policies and strategies.
Summary:
This series documents the State Board of Administration's role in the selection, development and maintenance of the Florida Retirement System Investment Plan managers. Records discuss investment options and strategies, projected long-term returns and implications, amount of unfunded liability, real estate investment program, risk budget development, investment plan/policy reviews, private equity investments, performance reviews, performance measurement methods, and related issues. The records also review various deferred compensation plans and investment plans for the State of Florida State University System Optional Retirement Program.
Finding Aids:
Folder listing available. 0
Additional Physical Form:
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Ownership/Custodial History:
Series was deaccessioned and transferred back to the State Board of Administration on March 26, 2015 upon determination by Archives staff that certain records might be exempt from disclosure per Section 215.4401, Florida Statutes, Board of Administration; public record exemptions. The State Board of Administration reviewed the files and removed files they identified as exempt from disclosure. Remaining files were returned to the State Archives on February 1, 2016 along with additional files that were also screened for exemptions by the State Board of Administration.
Publication Note:
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Electronic Records Access:
Subject Access Fields:
Investment of public funds Florida Finance, Public Florida Retirement Florida Retirement planning.
Agendas. aat Annual reports. aat Contracts. aat Electronic records (digital records). aat Financial records. aat Letters. aat Machine-readable artifacts. aat Reports. aat Statistics. aat
for detailed listing.