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FINANCIAL RESERVES POLICY
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FINANCIAL RESERVES POLICY
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1/15/2021 11:39:06 AM
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1/15/2021 11:35:50 AM
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1/21/2021
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INVESTMENT OPTIONS <br />PARS Agencies can utilize any investment deemed prudent by the Trustee for <br />retirement plan purposes <br />Most PARS Agencies utilize HighMark Capital Management, a wholly owned <br />subsidiary of MUFG Union Bank as the Investment Manager <br />HighMark Capital Management has established ten investment pools for Agencies <br />to choose from ® 5 active and 5 passive <br />— Conservative (Appx. 15% equity, 80°lo fixed and 5% cash) <br />— Moderately Conservative (Appx. 30% equity, 65% fixed and 5% cash) <br />— Moderate (Appx. 50% equity, 45% fixed and 5% cash) <br />— Balanced (Appx. 60% equity, 35% fixed and 5% cash) <br />— Capital Appreciation (Appx. 70% equity, 25% fixed and 5% cash) <br />PLMLJC <br />AGUCY <br />R <br />PARS <br />TMIgm sa MNS. LAST rs Bars. <br />CONEJO RECREATION 5 PARK DISTRICT 1 8 <br />
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