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File #: ID#25-1081    Version: 1 Name: Approve termination of money manager
Type: Action Item Status: Agenda Ready
File created: 10/14/2025 In control: Pension Trustees
On agenda: 11/3/2025 Final action:
Title: Approve the termination of mid-cap growth equity money manager Artisan Partners and authorize the appropriate officials to execute same.
Attachments: 1. City of Clearwater_Q2 2025 Investment Review
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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SUBJECT/RECOMMENDATION:

Title

Approve the termination of mid-cap growth equity money manager Artisan Partners and authorize the appropriate officials to execute same.

Body

SUMMARY: 

Artisan Partners was hired as a mid-cap growth equity money manager for the plan in August 2001. As of June 30, 2025, the market value of the plan’s investment in Artisan’s mid-cap growth product totaled $57.2 million, or 4.11% of the Plan’s total investment portfolio.

Artisan’s performance has declined in recent years, as detailed below. The Pension Investment Committee unanimously recommended termination at their June 5, 2025, quarterly committee meeting.                                          

                     

 

Performance versus benchmark index as of June 30, 2025:                                                                                                                                                                        

                                                                                                         Last year                                           Last 3 years                                          Last 5 years

                     Net of fees return                                                    14.72%                                               13.08%                                               6.57%

                     Benchmark index                                                     26.49%                                               21.46%                                              12.65%

 

STRATEGIC PRIORITY:

           

Attract and retain top-quality personnel through the maintenance of a competitive compensation and benefits program.