Our mission is to provide superior investment management and trust services by proactively and comprehensively managing risk and adhering to the highest ethical, fiduciary, and professional standards.

May 24, 2013
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Risk Management & OversightAll Investment Management Agreements
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Florida State Board of Administration Investment Management Agreements

The purpose of investment management agreements (Investment Policy Statements, Investment Portfolio Guidelines, Trust Agreements, etc.) are to describe the role and control elements of investment activities.  The following current and [historical] agreements are available for the following mandates:
 
Bond Proceeds Trust Fund
Bond Proceeds Trust Fund 12/10/2010


Burnham Institute
Burnham 06/29/12
Burnham 12/07/2011
[Burnham 05/16/2011]
[Burnham 04/26/2010]
[Burnham 11/20/2008]
[Burnham 10/31/2006]


Charles Stark Draper Laboratory
Charles Stark Draper 08/08/2008


Debt Service
Debt Service Funds 09/03/2009


Department of the Lottery Fund
Lottery 09/11/2009


Florida Division of Blind Services
Blind Services 04/12/2011
[Blind Services 04/30/2009]


Florida Endowment for Vocational Rehabilitation
Fl Endowment Voc Rehab 08/23/2011
[Fl Endowment Voc Rehab 04/25/2011]
[Fl Endowment Voc Rehab 10/03/2008]
[Fl Endowment Voc Rehab 02/21/1991]


Florida Hurricane Catastrophe Fund and Florida Hurricane Catastrophe Fund Finance Corp.
FHCF and FHCFFC Combined 01/20/2010
FHCFFC Pre-Event Liquidity Fund 03/09/2011
FHCFFC Pre-Event Liquidity Fund 04/09/13


Florida Prepaid College Plan & Florida College Investment Plan QMA Account
Prepaid College-College Invest Plan QMA 04/26/13
Prepaid College-College Invest Plan QMA 03/31/2010
[Prepaid College-College Invest Plan QMA 02/08/2008]
[Prepaid College-College Invest Plan QMA 02/04/2008]
[Prepaid College-College Invest Plan QMA 05/15/2007]


Florida PRIME
Florida PRIME 07/01/2012
Florida PRIME 07/01/2011
[Florida PRIME 06/08/2010]


Florida PRIME Fund B Surplus Funds Trust Fund
Fund B 07/01/2011
[Fund B 06/08/2010]


Florida Retirement System Pension Plan
FRS Pension Plan 02/09/2012
[FRS Pension Plan reaffirmed 06/17/2011]
[FRS Pension Plan 06/08/2010]


Florida Retirement System Investment Plan
FRS Investment Plan 02/02/2012
[FRS Investment Plan 12/09/2008]


FSU Research Foundation
FSU Research Foundation 07/01/2008
[FSU Research Foundation 04/01/2006]
[FSU Research Foundation 02/28/2006]


Gas Tax Trust Fund
Gas Tax Trust Fund 09/03/2009


Inland Protection Financing Corporation (Fund Management Terminated)
Inland Protection thru 06/30/2010


Insurance Capital Build-up Program
Insurance Capital Build Up 06/01/2006


Lawton Chiles Endowment Fund
LCEF 02/09/2012
[LCEF 03/24/2009]


Max Planck
Max Planck 04/07/2008
Max Planck 04/16/2013


McKnight Doctoral Fellowship Program
McKnight 05/05/2011
[McKnight 06/01/2009 doc 1]
[McKnight 06/01/2009 doc 2]


Oregon Health and Science University
Oregon Health 05/14/2008


Pinellas Suncoast Transit Authority
Pinellas Suncoast 04/30/2009


Police and Firefighters' Premium Tax Trust Fund
Police & Firefighters 04/25/2011
[Police & Firefighters 09/01/1995]


Retiree Health Insurance Subsidy Trust Fund
Retiree HIS TF 09/01/2011
[Retiree HIS TF 08/01/2011]
[Retiree HIS TF 10/14/2010]
[Retiree HIS TF 09/22/2010]
[Retiree HIS TF 09/11/2009]


Scripps Florida Funding Corporation
Scripps 10/20/2010
[Scripps 06/13/2008]
[Scripps 03/14/2008]
[Scripps 01/27/2005]
[Scripps 11/05/2004]
[Scripps 01/13/2004]


SRI International Fund
SRI International 05/13/2011
[SRI International 08/27/2009]
[SRI International 12/04/2006]
[SRI International 11/30/2006]


Torrey Pines Institute for Molecular Studies Fund
Torrey Pines 06/18/2008
[Torrey Pines 11/14/2006]


University of Miami
U of Miami 01/30/2008
U of Miami 05/07/13


Wyndcrest DD Florida
Wyndcrest Termination 05/31/2011
[Wyndcrest 09/16/2009]