May 30, 2013 - Public Employees Retirement Association of New ...

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10:30 a.m. C. Executive Director’s Report Wayne Propst Executive Director 6. Other Business 7. Adjournment Any person with a disability who is in need of a reader, amplifier, qualified sign language interpreter, or any other form of auxiliary aid or service to attend or participate in the hearing or meeting, please contact Judy Olson at (505) 476-9305 at least one week prior to the meeting, or as soon as possible. Public documents, including the agenda and minutes, can be provided in various accessible formats. Please contact Ms. Olson if a summary or other type of accessible format is needed.
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION MONTHLY MEETING May 30, 2013 CONSENT AGENDA 1. Approval of Minutes: April 9, 2013 Rules & Administration Committee Meeting April 25, 2013 Board Meeting 2. Ratification of Retirements – Benefits processed through May 23, 2013. a. Normal d. Non-Duty Death b. Deferred e. Non-Duty Disability c. Reciprocity to ERA f. Reciprocity to PERA 3. Affidavits for Free Military Service: a. Enrique Granillo, 11 months of free military service b. William W. Cordova, 1 year and 2 months of free military service c. Frank Caulfield, 3 years and 5 months of free military service 4. Duty and Non-Duty Death Determinations: a. James O’Neill (Non-duty death) b. Raymond Chavez (Non-duty death) c. Michael J. Seeley (Non-duty death) d. Patricia Bryne (Non-duty death) 5. Resolutions: CITY OF MORIARTY – The City of Moriarty submitted Resolution No. 12-13-30 authorizing an election for adoption of Municipal Police Member Coverage Plan 5. The election is scheduled for July 1, 2013. TOWN OF CARRIZOZO – The Town of Carrizozo submitted Resolution No. R2013-05 approving participation in the Public Employees Retirement Association Municipal Police Member Coverage Plan 3. The plan change is effective the first pay period in July 2013. 6. Educational Conferences: a. Daniel Esquibel – to attend the CAPP – Employee Pensions – Part 1 June 25-26, 2013, Chicago, Illinois (expenses paid by PERA) Setting of Meetings – June, 2013 a. Investments Committee 6/11/2013 9:00 a.m. b. Audit & Budget Committee 6/11/2013 After Investments Committee c. Rules & Administration Comm. 6/11/2013 After Audit & Budget Committee d. Legislative Committee 6/11/2013 After Rules & Administration Committee e. Disability Review Committee 6/11/2013 2:00 p.m. PERA Board Room f. Monthly Board Meeting 6/27/2013 9:00 a.m. PERA Board Room
Page 1: 1. Pledge of Allegiance 2. Roll Cal
Page 33 and 34: Firm overview Global client base Sp
Page 35 and 36: Market overview Asset Class Perform
Page 37 and 38: Dividend Players North America Euro
Page 39 and 40: Active Fund Positions v Benchmark R
Page 41 and 42: Current International portfolio Mkt
Page 43 and 44: Current Emerging Markets portfolio
Page 45 and 46: Outlook Economic Economic growth in
Page 47 and 48: Manager Update Memorandum To: Susan
Page 49 and 50: Exhibit 3 Kleinwort Benson Dividend
Page 51 and 52: Exhibit 6 Kleinwort Benson Dividend
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Watch List Test As stated in PERA
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Presenters Camille Humphries Lee, C
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MFS ® overview Integrated Research
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A holistic, multi-faceted approach
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Global equity capabilities (USD) Co
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Blended research capabilities (USD)
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Executive summary Performance (%) G
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Experienced MFS International Value
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Historically consistent performance
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Performance results - gross and net
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Performance drivers - stocks Relati
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Change in portfolio sector weights
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Change in region and country weight
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Top 10 portfolio holdings 30-Apr-12
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Distinguishing characteristics What
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Appendix Contents Portfolio investm
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Portfolio’s investment guidelines
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MFS International Value Composite P
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Performance drivers - stocks Relati
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Stock analysis: Analyze rather than
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MFS investment professionals Chairm
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MFS International Value Equity team
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MFS International Value Equity team
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MFS International Value - investing
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Portfolio holdings Equivalent As of
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MFS International Value Equity Comp
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Global equity capabilities (USD) Co
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Blended research capabilities (USD)
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Performance Presentation Report 201
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elieves that most market participan
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Exhibits 5 and 6 are “skill chart
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Exhibit 7 Performance Universe for
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PERA Executive Investment Summary A
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New Mexico PERA Monthly Performance
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Public Employees Retirement Associa
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The information furnished in this r
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