FINANCIAL_SERVICESONGOING

ECRCHS OPEB Trust Investment Portfolio Report March 2026

Legacy OPEB Manager Fiduciary Management Under Review

El Camino Real Charter High DistrictFIDUCIARY MANAGEMENT INCMarch 1, 2026

Trusted by teams at

Description

Fiduciary Management Inc. continues to manage a legacy OPEB position and a General account for the ECRCHS OPEB Trust, though its OPEB portfolio is down 12.5% year-to-date versus gains at the primary advisor. Staff plans to monitor this performance gap and may seek a formal review of the relationship at fiscal year end.

Contract Details

Vendor

FIDUCIARY MANAGEMENT INC

Agency

El Camino Real Charter High District, CA

Contract Type

FINANCIAL_SERVICES

Document Date

March 1, 2026

Renewal Info

Relationship is under heightened monitoring; a formal review of the engagement may be proposed at fiscal year end based on continued performance differential.

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Issuing Agency

El Camino Real Charter High District

School

Woodland Hills, CA

View agency profile

Vendor