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24-020 1 ORDINANCE NO. 24-020 2 3 AN ORDINANCE OF THE CITY OF BOYNTON BEACH, 4 FLORIDA, AMENDING ARTICLE II OF CHAPTER 18 OF THE 5 BOYNTON BEACH CODE OF ORDINANCES ENTITLED 6 EMPLOYEES' PENSION PLAN AMENDING SECTION 18-145 7 CITY OF BOYNTON BEACH INVESTMENT POLICY FOR 8 GENERAL EMPLOYEES' PENSION FUND; PROVIDING FOR 9 CODIFICATION; PROVIDING FOR SEVERABILITY OF 10 PROVISIONS; REPEALING ALL ORDINANCES IN CONFLICT 11 HEREWITH AND PROVIDING FOR AN EFFECTIVE DATE. 12 13 WHEREAS, the State Legislature adopted Florida statutory amendments governing the 14 investment of public funds, along with other related investment topics; and 15 WHEREAS, the Board, at the advice of the Investment Consultant, has recommended 16 changes to the Investment Policy governing the Board's investments; and 17 WHEREAS, the Board of Trustees ("Trustees") of the Employees' Pension Plan of the 18 City of Boynton Beach Florida Pension Plan recommends amendment of Article II, Section 18- 19 145 of the Plan to add the approved investment policy to the Code; and 20 WHEREAS,the City Commission of the City of Boynton Beach,Florida desires to amend 21 the Employees' Pension Plan of the City of Boynton Beach, Florida. 22 NOW, THEREFORE, BE IT ORDAINED BY THE CITY COMMISSION OF THE 23 CITY OF BOYNTON BEACH, FLORIDA: 24 SECTION 1: The foregoing "WHEREAS" clauses are hereby ratified as being true and 25 correct and are hereby made a specific part of this Ordinance upon adoption hereof. 26 SECTION 2: Section 18-145 of Article II of Chapter 18 of the Boynton Beach Code of 27 Ordinances is hereby amended as follows: Page 1 of 17 CODING: Words in type are deletions from existing law; Words in underlined type are additions. 28 (a) General. The Board of Trustees of the Boynton Beach General Employees' Pension Fund 29 has established this Statement of Investment Policy. This policy has been identified by the 30 Board as having the greatest expected investment return and the resulting positive impact on 31 asset values, funded status,and benefits without exceeding a prudent level of risk. The Board 32 determined this policy after evaluating the implications of increased investment return versus 33 increased variability of return for several potential investment policies with varying 34 commitments to different asset classes. 35 (b) Purpose. The Board has established this Investment Policy to Tia Statement of Inves*Ment 36 - . . • _. . . - - - - - - - . . . _ _ . - • • • 37 _ : •. _ , .. . __ r. - . . -. . _ _ : _ 38 (1) Provide an unambiguous description of the Board's risk tolerance, as defined by the 39 asset classes that are considered allowable investments and the percentage allocations 40 to each asset class; - •- - • -• • _ . - - _ . : - . _ -_ . • - 414fustees4Fwesttftent-ebjeetild ; 42 (2) Emphasize diversification of portfolio investments within each asset class. Indic-ate 43 44 (3) Provide rate-of-return objectives and establish formal criteria to monitor and evaluate 45 the performance. 46 (c) General objectives. The primary investment objective of the Boynton Beach General 47 Employees' Pension Fund is to achieve the absolute return objective over the near-term, 48 intermediate-term, and longer-term time periods. The secondary objective is to achieve moderate Page 2 of 17 CODING: Words in stFilke-threugh type are deletions from existing law; Words in underlined type are additions. 49 long-term real growth of the assets while minimizing the volatility of returns. To achieve these 50 objectives, the Board of Trustees seeks to create a conservative, well diversified and balanced 51 portfolio of asset classes managed in separate accounts, mutual funds, commingled funds, and/or 52 limited partnerships. The Board has determined that one or more outside investment managers 53 shall be retained to assure that all investments are managed in both a prudent and professional 54 manner and in compliance with the stated investment guidelines.The Board of Trustees will make 55 direct investments in fund structured investments and acknowledges that no guidelines may be 56 imposed on these investments. 57 (d) Investment manager responsibilities. 58 (1)Within the guidelines and restrictions set forth herein, it is the intention of the Board to 59 give each the investment manager full investment discretion, with respect to assets under its 60 management.The investment managers shall discharge their its responsibilities in the same manner 61 as it would if the Fund toad were governed by the fiduciary, responsibility provisions of the 62 Employee-Retirement Income Security Act of 1974 (ERISA). Although the Fund Trustees fund 63 trustees acknowledge that ERISA does not apply to the Fund as a governmental fund, it hereby 64 imposes the fiduciary provisions of ERISA upon each investment manager whose performance 65 shall conform to the statutory provisions, rules, regulations, interpretations, and case law of 66 ERISA. The investment manager shall acknowledge, in writing,that it is a named fiduciary of the 67 fund. 68 Page 3 of 17 CODING: Words in strike-through type are deletions from existing law; Words in underlined type are additions. 69 (2) Each investment manager is expected to provide any reasonable information requested 70 by the Board of Trustees. At a minimum, each manager shall provide a quarterly report detailing 71 their investment activity, the portfolio's current value, and any changes in investment philosophy 72 or strategy. Each investment manager is expected to meet with the Board of Trustees or their 73 designated representatives periodically to review investment performance and philosophy. 74 (3) Unless otherwise provided by the Fund's Custodian custodian, each investment 75 manager will monitor portfolio activity to minimize uninvested cash balances. 76 (4) Each investment manager shall be responsible only for those assets under their 77 management. 78 (5) It will be the responsibility of each investment manager to review the monthly 79 valuations provided by the Fund's custodian and to note, in writing, any significant discrepancies 80 from the valuations provided in their own reports. 81 (e)Florida Statute 112. 82 (1) Expected annual rate of return. With consideration to rates of return from different 83 asset classes, the Board of Trustees has crafted its investment program in order to 84 deliver an expected rate of return similar to that of the actuarial assumed rate. The 85 Board shall determine for each actuarial valuation, the total expected annual rate of 86 return for the current year, for each of the next several years and for the long term 87 thereafter. The total expected annual rate of return is anticipated to be similar to the 88 actuarial assumed rate of return. This determination is to be filed with the Department 89 of Management Services and with the plan sponsor and consulting actuary. Page 4 of 17 CODING: Words in stFilEe4weugh type are deletions from existing law; Words in underlined type are additions. 90 (2) Continuing education. The Board of Trustees relies on its consultants and 91 professionals to provide continuing education on pension and investment issues. The 92 Board of Trustees also recognize state and regional conferences as a source of 93 continuing education.The Trustees are encouraged to attend conferences, schools,and 94 other functions periodically in order to fulfill this requirement. 95 (3) Filing of investment policy. The investment policy is to be promptly filed with the 96 Department of Management Services, plan sponsor and consulting actuary. The 97 effective date of the investment policy and any amendment thereto shall be the 31st 98 calendar day following the filing date with the plan sponsor. 99 (f) Investment objectives. Given the above stated purpose of the Boynton Beach General 100 Employees' Pension Fund, the Board of Trustees recognizes the necessity of a long-term horizon 101 when formulating investment policies and strategies. However, shorter-term investment goals 102 have been established and are intended to provide quantifiable benchmarks to measure and 103 evaluate portfolio return and risk. 104 (1) Most investment styles require a full market cycle to allow an investment manager to 105 demonstrate his abilities. A full market cycle is generally defined as a three-to-five- 106 year time period. As a result, performance results will be measured over a three-to- 107 five-year period. Performance over shorter time periods will be monitored as a means 108 of identifying the trend of results. 109 Page 5 of 17 CODING: Words in strike-trough type are deletions from existing law; Words in underlined type are additions. 110 (2) The specific investment objectives of the Boynton Beach General Employees' Pension 111 Fund are as follows: 112 a. Absolute Return Objective: The goal of the Boynton Beach General 113 Employees' Pension Fund shall be to achieve an average annual rate of 114 return greater than the applicable actuarial assumed rate of return net of 115 investment expenses over the longer term (3 to 5 years), 116 b. Market Return Objective: In order to provide a reference of fund return and 117 risk relative to a similar basket of passive assets, the board has developed a 118 "Target Index". The fund's objective is to achieve a rate of return over the 119 long term (3 to 5 years), which exceeds the return of a Target Index. 120 1. The Target Index for the Boynton Beach General Employees' 121 Pension Fund is defined as a 35% investment in the Russell 1000 122 Stock Index, a 15% investment in the Russell 2000 Stock Index, a 123 10%investment in the MSCI Europe,Australasia and Far East Stock 124 Index, a 29% 15%investment in the NCREIF Property Index3 and a 125 15%investment in the Bloomberg Barclays Capital Aggregate Bond 126 Index,a 10%investment in the Consumer Price Index plus 3%(CPI 127 +3%). 128 c. Peer Return Objective: It is expected that the total rate of return earned by 129 the Fund and the returns earned by the stock and bond portions of the Page 6 of 17 CODING: Words in strike-threugb type are deletions from existing law; Words in underlined type are additions. 1 130 portfolio will each rank in the top 50% when compared to a representative 131 universe of other, similarly managed portfolios. 132 (g) Investment guidelines. 133 (1)The Board of Trustees has established the following target asset allocation for the entire 134 Boynton Beach General Employees' Pension Fund: Target Allocation (at Target Range Representative Benchmark market) (at market) Public Equity: Domestic Large Cap 35% 25% 60% Russell 1000/S&P 500 equity 20%-40% Domestic Small/Mid Cap 15% 5% -20% Russell 2000/2500 Foreign equity 10% 5% -25 20% MSCI EAFE Total Equity 60% 65% Maximum Fixed income & equivalents Core Fixed income 2015% 40 5% -70 25% Bloomberg Barclays Agg/lnt Non-Core / Alt Fixed 5% 0% - 15% Bloomberg Barclays Aug/Int/CPI + Income 3% Private Credit 5% 0% - 15% CPI +3% Direct Private real estate 2015% 5% 30% NCREIF Property Index ODCE 10%-25% Cash equivalents 0% 0% - 10% T-bills 135 136 It may be necessary to rebalance the portfolio periodically to maintain policy targets and 137 diversification. The Board of Trustees will monitor each component of the Retirement Plan 138 (including asset class, mutual fund, and portfolio asset values) and will adjust as P manager J 139 necessary at quarterly meetings. To implement this strategy, the Board has chosen to hire one or 140 more professional investment managers.The following guidelines and restrictions apply to all fund Page 7 of 17 CODING: Words in stfili�,., h type are deletions from existing law; Words in underlined type are additions. J 141 investments. In accordance with the policies established by the Board of Trustees,the assets of the 142 Boynton Beach General Employees' Pension Fund shall be invested in a diversified portfolio of 143 fully securities, funds, or pooled assets, provided they meet the following criteria: 144 a. Equity securities: 145 146 1. Public equity investment may be diversified across Domestic 147 Investments Large Cap. Domestic Small Cap, and Foreign Equity 148 find EM). 149 2. Investments in equity securities/funds shall be limited to no more 150 than the ranges indicated above6-597/0-at-eest-valuatien-ef--the-fungs 151 e; 152 3. Investments in all equity securities shall be 153 limited to fully and easily negotiable equity securities; 154 4. Investments in foreign securities shall be limited to 25% (at market 155 valuation)of the total investment portfolio. The Board may achieve 156 diversification in foreign equity through commingled fund or 157 institutional mutual fund vehicles. These pooled investments are 158 considered an investment in foreign securities. 159 al American Depository Receipts(ADRs)and foreign ordinary 160 securities traded on domestic exchanges are United States 161 dollar-denominated securities listed and traded on a United 162 States exchange and are considered part of the ordinary Page 8 of 17 CODING: Words in strike-through type are deletions from existing law; Words in underlined type are additions. 163 investment strategy of the Board. These securities are not 164 considered foreign securities and may be purchased by 165 separate account managers without limitation; 166 5. Exchange traded funds (ETFS)may be utilized but may not exceed 167 10% (at market valuation) of any equity manager's managers 168 portfolio. 169 6. No more than 20%of the equity securities are to be invested in small 170 or mid-cap stocks. The Board defines small and mid-cap stocks as 171 the stocks whose market capitalization is less than$5 billion dollars. 172 7. No more than 5%fat cost value of an investment manager's equity 173 portfolio may be invested in the shares of a single corporate issuer. 174 b. Fixed income securities, Funds, and Related Strategies: 175 1. Fixed Income may include traditional fixed income in core or core+ 176 strategies,private credit offered through limited partner structure,or 177 non-traditional and alternative fixed income management offered in 178 limited partner structure. 179 2. The fixed income portfolio shall comply with the following 180 guidelines: 181 (A)The average credit quality of all rated bonds held 182 in the fixed income portfolio shall be rated 183 "A"or higher;; snd_ Page 9 of 17 CODING: Words in strike-ticeugh type are deletions from existing law; Words in underlined type are additions. _ I 184 (B)The duration of the fixed income portfolio shall not 185 exceed 135% of the duration of the market index. 186 The market index is defined as the Bloomberg 187 Barclays Capital Aggregate Bond Index. 188 3. Investments in all rated corporate fixed income securities shall be 189 limited to: 190 (A)Those securities rated"BBB"shall not exceed 20% 191 of the entire fixed income portfolio. 192 (B)No more than 5% at cost of an investment 193 manager's total fixed income' portfolio shall be 194 invested in the securities of any single corporate 195 4. Futures contracts may be used on a non-levered basis for duration 196 adjustment and yield curve positioning purposes. 197 5. There is no limit imposed on investments in fixed income securities 198 issued directly by the United States Government ge.veffiment or any 199 agency or instrumentality thereof. 200 6. Commingled vehicles managed by the investment adviser may be 201 used to assist with the efficient implementation of portfolio strategy. 202 7. Index ETF's may be used for the efficient implementation of 203 portfolio strategy. Page 10 of 17 CODING: Words in strike suike4hreugh type are deletions from existing law; Words in underlined type are additions. 204 8. Investment in private credit strategies are considered part of the 205 general fixed income asset class: 206 (A)Investments in private credit strategies shall not 207 exceed 15%of the value of the total Fund. 208 (B)All private credit investments shall be made 209 through participation in diversified limited 210 partnership vehicles. 211 (C)The Board shall endeavor to consider those 212 investments that offer transparency and low 213 relative fees. 214 c. Private Real Estate: 215 1. Investments in real estate shall not exceed 15% 30% (at market 216 valuation)of the value of the total Fund assets. 217 2. All real estate investments shall be made through participation in 218 diversified commingled funds of real properties. These funds shall 219 be broadly diversified as to property type and geography. 220 Experienced and professional real property investment managers 221 shall manage all real estate investments. 222 223 - _ --- - - . _ _. _ • . _• - - 224 !' , , _ : _ _ . _ . Page 11 of 17 CODING: Words in stfike4lifough type are deletions from existing law; Words in underlined type are additions. • 225 . . . . _ . -. _ . - _ • _ • . . - - • 226 .. _ .. _ - _. - "•-: _. . , • . . . 227 228 "- - - . . • •- - - 229 230 C. Private Equity/Privatc Crcdit: 231 • _ _ _ _ _ _ _ -- 232 _ •. . .• _ . • 233 -. • . -- . . . - . _ - _ . . . • • • 234 . . - _ _ -- . • 235 " - _ . _. . _ _ - _ _ . -. 236 . . . , . . . _ _ . . - • - -- 237 f. Cash equivalent securities: 238 1. The investment manager may invest only in the following short- 239 term investment vehicles: 240 (A)The money market or STIF provided by the plan's 241 custodian; 242 (B)Direct obligations of the United States government 243 with a maturity of one year or less; Page 12 of 17 CODING: Words in type are deletions from existing law; Words in underlined type are additions. 1 244 (C)Commercial paper with a maturity of 270 days or 245 less that is rated A-1 or higher by Standard & 246 Poor's or P-1 or higher by Moody's; and 247 (D)Bankers acceptances issued by the largest 50 banks 248 in the United States (in terms of total assets). 249 (4) Mutual Funds/Commingled Funds/Limited Partnerships. The Board of Trustees 250 recognizes and accepts that commingled, mutual fund and limited partnership 251 investments will be dictated by the investment policies and guidelines of those funds 252 and that no additional constraints may be imposed on them. The decision to make a 253 direct investment in any vehicle will only be made by the Board of Trustees after a 254 thorough review of the policies of the governing documents of those funds and after it 255 has been determined that those policies are appropriate and materially consistent with 256 the investment objectives. 257 (5) Prohibited securities. Only those derivative securities expressly described herein are 258 permissible. Trading on margin and short selling are prohibited for separate account 259 managers. 260 (6) Performance Evaluation. The Board of Trustees intends to review investment 261 performance and compliance with stated investment policies on a quarterly basis. 262 (7) Review of policy. It is the intention of the Board of Trustees of the Boynton Beach 263 General Employees' Pension Fund to review this statement of investment policy and 264 its addenda periodically to amend it by policy to reflect any changes in philosophy or Page 13 of 17 CODING: Words in strike-through type are deletions from existing law; Words in underlined type are additions. 265 objectives. However, if at any time the investment manager believes that the specific 266 objectives defined herein cannot be met or that these guidelines unnecessarily constrict 267 performance, the Board shall be so notified in writing. 268 (h) Compliance with Chapter 2023-28. Laws of Florida 269 The Board and its investment managers shall comply with the applicable requirements of 270 Chapter 2023-28. Laws of Florida. including Section 112.662. along with regulations adopted by 271 the Department of Management Services. 272 (1) Definition of pecuniary factor. The term "pecuniary factor" is defined as a factor 273 that an investment fiduciary "prudently determines is expected to have a material 274 effect on the risk or returns of an investment based on appropriate investment 275 horizons consistent with the investment objectives and funding policy of the 276 retirement system. The term does not include the consideration of the furtherance 277 of social. political. or ideological interests." 278 (2) Exclusive consideration ofpecuniary factors. Only pecuniary factors may be 279 considered, and the interests of the participants and beneficiaries of the system may 280 not be Libordinated to other objectives, including sacrificing investment return or 281 undertaking additional investment risk to promote any nonpecuniary factor. The 282 weight given to any pecuniary factor must appropriately reflect a prudent 283 assessment of its impact on risk or returns. 284 (3) Proxy voting. Only pecuniary factors may be considered when voting proxies. 285 Page 14 of 17 CODING: Words in strike-through type are deletions from existing law; Words in underlined type are additions. 286 (4) Filing reauirements. The Board shall timely comply with the reporting 287 reauirements of Section 112.662.Florida Statutes.by filing a comprehensive report 288 by December 15 of each odd-numbered year. Investment managers and the Board's 289 investment consultant shall assist in the preparation of required reports and shall 290 annually confirm to the Board their compliance with Chapter 2023-28. 291 (5) Contracting and external communication requirements. 292 a. Manager contracts shall comply with Section 215.885. Florida Statutes. 293 b. Requests for proposals issued for investment manager services shall comply 294 with Section 287.05701. Florida Statutes. 295 (6) The investment consultant shall provide investment managers for consideration 296 who invest only based on Pecuniary factors as defined by this subsection (h)(1). 297 (7) If a Request for Proposals document is issued for Investment Manager services.the 298 solicitation document must include the following: 299 The Board of Trustees may not reauest documentation of or consider a vendor's 300 social, political, or ideological interests when determining if the vendor is a 301 responsible vendor. Additionally. the Board of Trustees may not give 302 preference to a vendor based on vendor's social. political, or ideological 303 interests. 304 SECTION 3: Codification. It is the intention of the City Commission of the City of 305 Boynton Beach, Florida, and it is hereby ordained that the provisions of this Ordinance shall Page 15 of 17 CODING: Words in stfike4weugh type are deletions from existing law; Words in underlined type are additions. 306 become and be made a part of the Code and Ordinances of the City of Boynton Beach, Florida, 307 and that Sections of this Ordinance may be renumbered,re-lettered and the word"Ordinance"may 308 be changed to "Section," "Article," or such other word or phrase in order to accomplish such 309 intention. 310 SECTION 4: Severability. If any clause, section,or other part of this Ordinance shall be 311 held by any court of competent jurisdiction to be unconstitutional or invalid, such unconstitutional 312 or invalid part shall be considered eliminated and in no way affect the validity of the other 313 provisions of this Ordinance. 314 SECTION 5: Conflicts. That all Ordinances, parts of Ordinances, Resolutions, or 315 parts of Resolutions in conflict herewith be and the same are repealed to the extent of such conflict. 316 SECTION 6: Effective Date. That this Ordinance shall take effect immediately 317 upon passage. 318 319 320 321 322 323 324 Page 16 of 17 CODING: Words in stere-tl rem type are deletions from existing law; Words in underlined type are additions. r 325 FIRST READING this /6f'day of 0ej-364., 2024. 326 SECOND, FINAL READING,AND PASSAGE this 1-1 ay of kjin 2024. 327 CITY OF BOYNTON BEACH, FLORIDA 328 YES NO 329 / 330 Mayor—Ty Penserga 331 tr332 Vice Mayor— Aimee Kelley 333 334 Commissioner—Woodrow L. Hay !� 335 v 336 Commissioner—Angela Cruz 337 338 Commissioner—Thomas Turkin 339 340 VOTE c-'Q 341 ATTE T: 342 343 i 344 JO r --- _ !! 6 ‘ptf 345 Maylee U eJ • us, MMC T. ` - :-r_. 346 City Cle ' May 347 . ,.. h 348 �pYNTOk' , APPROVED AS TO FORM: 349 (Corporate Seal) S��;•c,O�PURATF'.F-y`� -:-;1 • 0 350 ' SEAL •••'_ ,sAu4 CAI b 351 i' It INCORPORATED! 352 itlis. 1920 r Shawna G. Lamb : 353 IIS ••••......•• City Attorney Page 17 of 17 CODING: Words in s#Fike-tiffetigh type are deletions from existing law; Words in underlined type are additions. A J