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FINANCIAL_SERVICESAPPROVED

Borough of State College Council Regular Meeting Agenda May 2026

Pension Investment Allocation Changes by Conrad Siegel

Borough of State CollegeCONRAD SIEGEL INVESTMENT ADVISORS INCMay 11, 2026

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Description

Council will consider approval of Conrad Siegel Investment Advisors, Inc.’s recommended changes to foreign equity allocation targets for the Borough’s defined benefit pension plans. The Investment Committee supports the proposed asset allocation adjustments.

Contract Details

Vendor

CONRAD SIEGEL INVESTMENT ADVISORS INC

Agency

Borough of State College, PA

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Renewal Info

Agenda item concerns modification of investment allocation targets under the existing advisory relationship; no new term or renewal specified.

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