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Legislative Public Meetings

File #: 25-883    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: Action to Recommend that the City of Santa Clara terminate the Vanguard International Value Fund from the plan and replace it with one of the three funds in the document Informational Report Regarding the Self-Directed Brokerage Account (SDBA) International Value Manager Search Presented by the Fiduciary Consulting Group
Attachments: 1. Fiduciary Consulting Group - City of Santa Clara International Value Manager Search Report.pdf

REPORT TO DEFERRED COMPENSATION COMMITTEE

SUBJECT

Title

Action to Recommend that the City of Santa Clara terminate the Vanguard International Value Fund from the plan and replace it with one of the three funds in the document

Informational Report Regarding the Self-Directed Brokerage Account (SDBA) International Value Manager Search Presented by the Fiduciary Consulting Group

 

Report

DISCUSSION

This is an informational report to the City’s 457 Deferred Compensation Plan Committee reviewing the International Value Manager Search 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 International Value Manager Search Report