Clearwater Pension Trustees Vote on 5th Investment Fund Amendment
Clearwater Pension Trustees will review a fifth amendment to an investment agreement with Northern Trust Investments, Inc. on October 12, 2026, focusing on the city's small cap value equity fund.
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Clearwater Pension Trustees will vote Monday, October 12, 2026, to approve a fifth amendment to an investment agreement with Northern Trust Investments, Inc. The amendment concerns the city's investment in the Northern Trust Russell 2000 Value Collective Index small cap value equity fund.
The decision, scheduled as agenda item ID#26-1238 at 1:00 PM during the trustees' meeting, will authorize city officials to execute the amended agreement. This action is part of the ongoing management of the city's pension fund assets.
The fund tracks small capitalization companies exhibiting value characteristics. Further details regarding the amendment's implications will be discussed during the meeting.
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