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FINANCIAL_SERVICESAPPROVED

Monroe County Retiree Health Care Board of Trustees Agenda Packet May 2026

Ancora Receives Additional Allocation in Rebalance

Monroe CountyANCORAMay 11, 2026

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TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The Monroe County Retiree Health Care Board approved reallocating $1 million to Ancora from Vanguard’s developed markets index fund as part of a portfolio rebalancing. Ancora continues to manage a small/mid-cap equity mandate for the trust.

Contract Details

Vendor

ANCORA

Agency

Monroe County, MI

Contract Type

FINANCIAL_SERVICES

Document Date

May 11, 2026

Renewal Info

Rebalancing approval increases Ancora’s funding within an existing investment management relationship; no explicit renewal or end date is provided.

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