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Legislative Public Meetings

File #: 25-1620    Version: 1 Name:
Type: Public Hearing/General Business Status: Agenda Ready
File created: 11/4/2025 In control: Deferred Compensation Committee
On agenda: 11/13/2025 Final action:
Title: Informational Report on the International Value Manager Search Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Terminate the Vanguard International Value Fund from the plan and replace it with one of the three funds outlined in the Report
Attachments: 1. Fiduciary Consulting Group - City of Santa Clara International Value Manager Search Report
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REPORT TO DEFERRED COMPENSATION COMMITTEE

SUBJECT

Title

Informational Report on the International Value Manager Search Presented by Fiduciary Consulting Group; Action on Recommendation from Fiduciary Consulting Group to Terminate the Vanguard International Value Fund from the plan and replace it with one of the three funds outlined in the Report

 

Report

DISCUSSION

This is an informational report to the City’s 457 Deferred Compensation Plan Committee reviewing the International Value Manager Search provided by the Fiduciary Consulting Group.  The international Value Manager Search Report includes the three funds that are being recommended as choices to replace the Vanguard International Value Fund.

 

RECOMMENDATION

Recommendation

1.                     Note and File the International Value Manager Search Report

2.                     Approve the following recommendation from Fiduciary Consulting Group:

a.                     Replace the Vanguard International Value Fund with one of the three following funds:

i.                     Hartford International Value

ii.                     DFA International All-World

iii.                     Dodge & Cox International Stock

 

 

ATTACHMENT

1.                     Fiduciary Consulting Group - City of Santa Clara International Value Manager Search Report