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General Employee Pension Committee Meeting Agenda March 2026

Wellington Management Monitored as Large Cap Value Fund Sub-Adviser

City of Vero BeachWELLINGTON MANAGEMENTMarch 25, 2026

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

Description

Wellington Management serves as sub-adviser for the plan's Large Cap Value Fund, which is on the watch list for underperformance. No action beyond monitoring has been taken as of December 2025.

Contract Details

Vendor

WELLINGTON MANAGEMENT

Agency

City of Vero Beach, FL

Contract Type

FINANCIAL_SERVICES

Document Date

March 25, 2026

Contract Term

Ongoing (as of December 31, 2025)

Renewal Info

Ongoing fund management status; watch list monitoring. No termination, renewal, or amendment noted.

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