City of Ledyard CT header
File #: 24-0794    Version: 1 Name:
Type: Presentation Status: Agenda Ready
File created: 9/11/2024 In control: Retirement Board
On agenda: 9/17/2024 Final action:
Title: Chris Rowlins, Fiducient Advisors - Fee Structure and Performance History of Recommended Managers.
Attachments: 1. Town of Ledyard August 2024 Flash with International Equity Review
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AGENDA REQUEST

GENERAL DISCUSSION ITEM

 

Subject:

title

Chris Rowlins, Fiducient Advisors - Fee Structure and Performance History of Recommended Managers.

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Background:

During the Retirement Board’s August 20, 2024, meeting Chris Rowlins, Fiducient Advisors presented recommendations to replace current managers T. Rowe Price Overseas and Invesco Developing Markets with two developed market managers, Dodge & Cox, and John Hancock (International Dynamic Growth sub advised by Axiom) and two emerging market managers Arga and Wasatch. Mr. Rowlins volunteered to come back for the September Board meeting to provide additional Fee Structure and Performance History information.

 

Department Comment/Recommendation:

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