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Legislative Public Meetings

File #: 25-884    Version: 1 Name:
Type: Public Hearing/General Business Status: Agenda Ready
File created: 8/4/2025 In control: Deferred Compensation Committee
On agenda: 8/14/2025 Final action:
Title: Informational Report Regarding the Review of Foreign Securities in the Self-Directed Brokerage Account (SDBA) Presented by the Fiduciary Consulting Group
Attachments: 1. Fiduciary Consulting Group - City of Santa Clara SDBA International Review.pdf
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REPORT TO DEFERRED COMPENSATION COMMITTEE

SUBJECT

Title

Informational Report Regarding the Review of Foreign Securities in the Self-Directed Brokerage Account (SDBA) Presented by the Fiduciary Consulting Group

 

Report

DISCUSSION

This is an informational report to the City’s 457 Deferred Compensation Plan Committee reviewing foreign securities in the Self-Directed Brokerage Account provided by the Fiduciary Consulting Group.

 

RECOMMENDATION

Recommendation

Informational report only, staff recommends no action.

 

ATTACHMENT

1.                     Fiduciary Consulting Group - City of Santa Clara SDBA International Review