Board meetings, strategic plans, and buyer signals from Alexander M. Simpson’s organization
Jun 29, 2026·BoardMeeting
Board
Public Employee Retirement System Of Idaho Retirement Board Meeting
The Retirement Board discussed the FY 2028 operating budget, proposed 2027 board meeting dates, and received reports from the Executive Director regarding legislative ideas and the Line of Duty Benefits Experience Study. The meeting included an extensive Board Education Session covering topics such as funding policy, stakeholder research, fiduciary training, and institutional investing trends, with presentations on the public pension landscape, long-range planning, and various investment philosophies.
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The board meeting agenda includes action items regarding an asset/liability study, a sick leave experience study, and the setting of base plan contribution rates. Information sessions are scheduled for a governance policy review, a preview of the fiscal year 2028 operating budget, and actuarial education. Additionally, the board will review quarterly performance evaluations, a report from the Chief Investment Officer, and a real estate review. An executive session is also planned.
Feb 24, 2026·BoardMeeting
Board
Public Employees Retirement System Of Idaho Retirement Board Agenda
The meeting agenda detailed several key items for Board Action, including the selection of an Investment Manager (CIO & DCIO), review of the Internal Audit Plan based on Risk Assessment, and consideration of a Contribution Rate Holiday for the School Sick Leave Plan. Information items included a Legislative Update and Capital Market Assumptions. The schedule also allocated time for Board Consultant and Staff Reports (Callan Quarterly Report, CIO Report, Executive Director Report, General Counsel Report), Unfinished Board Business and Announcements, and a segment dedicated to Fiduciary training Part II. An Executive Session was scheduled to address matters under Idaho Code § 74-206 (1)(a)(b)(f). Furthermore, preparatory documents addressed structural changes to the agenda format to improve meeting effectiveness by organizing items by action type and increasing the use of the consent agenda for routine business, such as the approval of the December 9th, 2025 Minutes and Financial Reports.
Feb 24, 2026·BoardMeeting
Board
Public Employee Retirement System Of Idaho Retirement Board Meeting Minutes
The Board meeting included several key actions and updates. The Board approved the selection of new investment managers and the implementation of a 2026 internal audit plan based on a risk assessment. Additionally, a two-year extension for the school sick leave contribution rate holiday was approved. The Board received a legislative update concerning the 2026 session, reviewed capital market assumptions, and heard reports from the CIO, Executive Director, and General Counsel regarding long-range planning, governance policy reviews, and investment team staffing. Financial reports and statements were also reviewed, and the meeting included fiduciary training before moving to an executive session to discuss specific legal and financial matters.
Extracted from official board minutes, strategic plans, and video transcripts.
