Florida Record
Sarasota
High PriorityTaxes Budgetopen

Pension Fund Investment Performance and Asset Allocation

Summary

The fund earned 9.9% for fiscal 2026 against a 6.5% target, and the board voted to formalize its allocation as "Allocation Two" with 5% emerging markets. This sets the benchmark the fund is measured against for years to come.

At a glance

Total mentions
1
Last 30 days
1

Discussed at 1 meeting in the last 60 days; most recently Oct 21, 2026.

Impact analysis

💰Financial impact

The fund's $188 million portfolio returned 9.9% this fiscal year, well above its 6.5% target.

✅Who benefits

Firefighter retirees and beneficiaries whose pensions depend on fund performance.

Mentions & discussions (1)

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