Local government pension plan · Miami-Dade County
Miami Beach Employees' Retirement Plan
Miami Beach, FL · Official site ↗
Next meeting
Not found in fetched documents
Custodian
Not found in fetched documents
Auditor
Not found in fetched documents
Coverage
100%
of what this plan publishes
Signal timeline 3
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2014-04-25 FINALISTS_NAMED · manager auto-approvedMilliman reported that its Emerging Markets Equity manager search for the City of Miami Beach General Employees' Retirement Plan selected four semi-finalist candidates for the Board's review. Milliman Investment... · p.5
Milliman’s search for an Emerging Markets Equity manager has led to the selection of these four semi-finalist candidates for the Board’s review:
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2014-02-25 RFP_ISSUED · manager auto-approvedMilliman sent a questionnaire to nine Emerging Markets Equity manager candidates for the City of Miami Beach General Employees' Retirement Plan on February 25, 2014, with responses due March 19. Milliman Investment... · p.11
Milliman sent these nine candidates a comprehensive questionnaire on February 25, 2014.
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2014-02-01 SEARCH_OPENED · manager auto-approvedMilliman reported that, following a request by the City of Miami Beach General Employees' Retirement Plan, it initiated an Emerging Markets Equity manager search in February 2014. Milliman Investment... · p.10
Following a request by the Plan, Milliman in February 2014 initiated an Emerging Markets Equity search.
Target vs actual allocation
| Asset class (as labeled) | Target 2026-03-31 | Range | Actual 2026-03-31 |
|---|---|---|---|
| Large Cap Equity | 30% | — | 28.4% |
| Mid Cap Equity | 12% | — | 12.7% |
| Small Cap Equity | 8% | — | 9.8% |
| Fixed Income | 23% | — | 22% |
| International Equity | 10% | — | 12% |
| Real Estate | 10% | — | 7.2% |
| Infrastructure | 7% | — | 7.5% |
| Trust Account | 0% | — | 0.3% |
Source: MBERP Quarterly... · p.12
Coverage checklist 100%
| Document | Status |
|---|---|
| Agendas, last 18 months 4 of 4 |
✓ held |
| Minutes, last 18 months | not published |
| Investment policy statement (latest) dated 2024-03-12 |
✓ held |
| Quarterly investment report (latest) dated 2026-03-31 |
✓ held |
| Actuarial valuation (latest) dated 2025-10-01 |
✓ held |
| Audited financial statements (latest) dated 2025-09-30 |
✓ held |
| F.S. 112.664 disclosure (latest) dated 2025-09-30 |
✓ held |
"Not published" means not found on the plan's approved listing pages. "Missing" means listed there but not fetched yet.
Current managers by asset class as of 2026-03-31
| Asset class (as labeled) | Manager | Amount | Status | Source |
|---|---|---|---|---|
| Fixed Income | RhumbLine Core Bond | $60,809,196 | ACTIVE | MBERP Quarterly... · p.14 |
| Wellington Core Bond Plus | $145,984,223 | ACTIVE | MBERP Quarterly... · p.14 | |
| Infrastructure | JP Morgan Infrastructure Investment Fund | $70,717,755 | ACTIVE | MBERP Quarterly... · p.15 |
| International Equity | RhumbLine EAFE Index | $50,300,692 | ACTIVE | MBERP Quarterly... · p.14 |
| Dimensional Fund Advisors | $19,124,153 | ACTIVE | MBERP Quarterly... · p.14 | |
| Wellington International Quality Growth | $43,858,522 | ACTIVE | MBERP Quarterly... · p.15 | |
| Large Cap Equity | PIMCO StocksPlus Absolute Return | $102,010,948 | ACTIVE | MBERP Quarterly... · p.14 |
| RhumbLine S&P 500 | $165,443,244 | ACTIVE | MBERP Quarterly... · p.14 | |
| Mid Cap Equity | RhumbLine S&P Mid Cap 400 | $119,439,871 | ACTIVE | MBERP Quarterly... · p.14 |
| Real Estate | JP Morgan Strategic Property Fund | $67,597,125 | ACTIVE | MBERP Quarterly... · p.15 |
| Small Cap Equity | RhumbLine S&P Small Cap 600 | $36,892,221 | ACTIVE | MBERP Quarterly... · p.14 |
| BlackRock Private Equity Replication | $55,431,015 | ACTIVE | MBERP Quarterly... · p.14 |
Officers and trustees as printed
| Name | Title | As of | Source |
|---|---|---|---|
| James Boyd | Chairman | 2024-08-13 | September · p.3 |
| Burgess Chambers | Investment Consultant, BCA | 2024-08-13 | September · p.3 |
| Frank Wan | Investment Consultant, BCA | 2024-08-13 | September · p.3 |
| Stuart Kaufman | Plan's Legal Counsel, Klausner Kaufman Et al. | 2024-08-13 | September · p.3 |
| Kevin Dunne | Senior Vice President, Pimco | 2024-08-13 | September · p.3 |
| Prashant Pandey | VP – Equity Strategist, Pimco | 2024-08-13 | September · p.3 |
| Rick Rivera | Pension Administrator | 2024-08-13 | September · p.3 |
| James Boyd | Board Member | 2024-08-13 | September · p.3 |
| Jason Casanova | Board Member | 2024-08-13 | September · p.3 |
| Jason Greene | Board Member | 2024-08-13 | September · p.3 |
| Jose Del Risco | Board Member | 2024-08-13 | September · p.3 |
| Lynn Bernstein | Board Member | 2024-08-13 | September · p.3 |
| Manny Villar | Board Member | 2024-08-13 | September · p.3 |
| Mark Taxis | Board Member | 2024-08-13 | September · p.3 |
| Monique Coney | Board Member | 2024-08-13 | September · p.3 |
| Ray Horday | Board Member | 2024-08-13 | September · p.3 |
| Bill Cottle, CFA | Principal & Senior Investment Consultant | 2014-04-25 | Milliman Investment... · p.1 |
| Dorian Randy Young, CFA, CAIA | Senior Investment Consultant | 2014-04-25 | Milliman Investment... · p.1 |
| Steven Cottle | Investment Consultant | 2014-04-25 | Milliman Investment... · p.1 |
| Travis Rego | Investment Analyst | 2014-04-25 | Milliman Investment... · p.1 |
Names and titles only, exactly as the documents print them. No contact details are stored.
Documents we watch 23
Listing pages: Actuarial valuations, agendas, FL Chapter 112.664 FL Chapter 112.664, Go to /city-hall/mberp/investment-policy/, Investment Reports/Fund Portfolio, RETIREE BENEFIT LINKS