Ask AI

Opens the assistant with a question about this page. Answers come from the AI, not this site.

Aug 16, 2023 · Related development

Board approves the state-required investment practices evaluation and later a formal response

In May 2023 the board had Wells Fargo Advisors, its investment counselor, complete the Texas Pension Review Board Investment Practices and Performance Evaluation. The board approved the evaluation on August 16, 2023 and a formal response to it on September 20, 2023.^[1]^[2]^[3]

Wells Fargo Advisors

What the sources say

✓ Verified
The board approved having Wells Fargo Advisors complete the Texas Pension Review Board Investment Practices and Performance Evaluation on May 17, 2023, approved the evaluation on August 16, 2023 and approved a formal response to it on September 20, 2023, each unanimously. The minutes do not summarize the evaluation's findings. ^[1]^[2]^[3]

Sources

1.Amarillo Firemen's Relief and Retirement Fund Board of Trustees minutes, May 17, 2023 — Amarillo Firemen's Relief and Retirement Fund Board of Trustees (via City of Amarillo CivicClerk), Jun 21, 2023 · retrieved Oct 22, 2026primarySubject-authoredPublished date is the approval date: approved at the meeting of June 21, 2023. Scanned minutes (OCR). Board has Wells Fargo Advisors complete the Texas Pension Review Board Investment Practices and Performance Evaluation.
2.Amarillo Firemen's Relief and Retirement Fund Board of Trustees minutes, August 16, 2023 — Amarillo Firemen's Relief and Retirement Fund Board of Trustees (via City of Amarillo CivicClerk), Sep 20, 2023 · retrieved Oct 22, 2026primarySubject-authoredPublished date is the approval date: approved at the meeting of September 20, 2023. Scanned minutes (OCR). Gallagher Benefit Services actuarial audit of the December 31, 2021 valuation; Investment Practices and Performance Evaluation approved.
3.Amarillo Firemen's Relief and Retirement Fund Board of Trustees minutes, September 20, 2023 — Amarillo Firemen's Relief and Retirement Fund Board of Trustees (via City of Amarillo CivicClerk), Oct 19, 2023 · retrieved Oct 22, 2026primarySubject-authoredPublished date is the PDF CreationDate. Scanned minutes (OCR). Formal response to the Investment Practices and Performance Evaluation approved; investment policy changes.