Page 10 - DCAC September 2025 Files

COUNTY OF SAN MATEO
DEFERRED COMPENSATION ADVISORY COMMITTEE Minutes for May 22, 2025

NEXT MEETING AGENDA ITEMS

• Agendize “Operational Update” under New Business—County
• Agendize presentation by County Attorney’s Office regarding Form 700, gifts, meals
• Agendize two investment recommendations
— Replace Invesco Developing Markets Fund
— Eliminate American Funds Fundamental Investors
• Agendize educational session regarding CITs
— CITs versus Mutual Funds versus Institutional Separate Accounts
— Opportunities in County’s Vanguard TDF
— Form ad hoc subcommittee to develop CIT recommendations?

ADJOURNMENT

The meeting was adjourned at 12:20 pm.

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