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Please note: this meeting's minutes have not been finalized yet. Actions taken on legislation and their results are not available.
Meeting Name: Pension Trustees Agenda status: Final
Meeting date/time: 11/3/2025 1:00 PM Minutes status: Draft  
Meeting location: Main Library - Council Chambers
Published agenda: Agenda Agenda Published minutes: Not available  
Agenda packet: Not available
Meeting video: eComment: Not available  
Attachments:
File #Ver.Agenda #NameTypeTitleActionResultAction DetailsVideo
ID#25-0146 12.1Approve 8/18/25 Pension Trustees MinutesMinutesApprove the minutes of the August 18, 2025 Pension Trustees meeting as submitted in written summation by the City Clerk.   Not available Not available
ID#25-1081 14.1Approve termination of money managerAction ItemApprove the termination of mid-cap growth equity money manager Artisan Partners and authorize the appropriate officials to execute same.   Not available Not available
ID#25-1082 14.2Approve Investment Management AgreementAction ItemApprove Investment Management Agreement with Northern Trust Investments, Inc. for a separately managed mid-cap growth equity index investment account and authorize the appropriate officials to execute same.   Not available Not available
ID#25-1083 14.3Approve changes to pension investment policyAction ItemApprove changes to the City of Clearwater Employees’ Pension Fund Statement of Investment Objectives and Guidelines (Investment Policy) to update the fund’s investment benchmark index, to adjust the minimum allocation to fixed income, and other minor changes as recommended by the Plan’s Investment Committee.   Not available Not available
ID#25-0815 24.4Approval of New Hires as Plan MembersAction ItemApprove the new hires for acceptance into the Pension Plan as listed.   Not available Not available
ID#25-0816 24.5Review and Action on Employees Request for Vested PensionAction ItemApprove the following request of employee Michael Morea, Police Department, to vest his pension as provided by Section 2.419 of the Employees’ Pension Plan.   Not available Not available
ID#25-0817 24.6Review and Action on Employees Request for Regular PensionAction ItemApprove the following request of Steven Baginski, Police Department, Jevon Graham, Fire Department, and Sandra Lear, Information Technology Department for a regular pension as provided by Sections 2.416 and 2.424 of the Employees’ Pension Plan.   Not available Not available