Pension Committee Continues Monitoring Wellington Fund

The pension committee continued monitoring the Wellington Large Cap Value Fund because of ongoing underperformance. The fund remained off the formal watch list despite a due diligence ranking fluctuating between 3 and 4.

Document date · September 29, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing monitoring; due diligence ranking monitored for four consecutive quarters

Document type

AgendaPacket

Source document

City of Vero Beach AgendaPacket General Employee Pension Committee Meeting 2026-09-30

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Vero Beach?

Wellington Large Cap Value Fund was awarded this financial services contract by City of Vero Beach, as recorded on September 29, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in City of Vero Beach AgendaPacket General Employee Pension Committee Meeting 2026-09-30 (AgendaPacket), dated September 29, 2026 from City of Vero Beach. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wellington Large Cap Value Fund hold?

Wellington Large Cap Value Fund may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Wellington Large Cap Value Fund's profile

What is City of Vero Beach currently buying?

Explore City of Vero Beach's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

View City of Vero Beach's profile