Fresno City Retirement Systems 1-24-2018

J-D2_NEPC-WorkPlan

Fixed Income Analysis November 2017

Northern Trust Monthly Asset Allocation Overview November 30 and December 31, 2017

Northern Trust Monthly Portfolio Performance Reports as of Nov 30 and Dec 31, 2017

Acadian Perspectives The Emerging Opportunity in China A-Shares White Paper January 2018

PCCP-AMP Capital Announcement

Investment Manager Monitoring and Evaluation Review Market Update – November 30, 2017

China A Shares

On-Site Due Diligence Report on Monroe Capital (Direct Lending) and Heitman (REIT)

Review, Discussion and Consideration of PCCP, LLC Value Add RE Fund

Reports on Asset Allocation

NEPC PE Concept and Framework

Presentation on Cliffwater Private Assets Advisory Services

Adams Street Partners Customized SMA Presentation

January 25, 2017 CITY OF FRESNO RETIREMENT SYSTEMS REGULAR JOINT MEETING OF THE RETIREMENT BOARDS

Two manager presentations on small cap growth and small cap value.

Consultant reviews of each small cap strategy.

Consultant work plan for pension plans in 2017.

Asset Allocation as of December 31, 2016

Asset Allocation from Northern Trust

Investment Manager Monitoring and Evaluation Review

NEPC Overview of Small Cap Growth Manager

NEPC Overview of Small Cap Value Manager

Performance Report from Northern Trust

Proposed Board Meeting Agenda Items

Small Cap Growth

Small Cap Value Presentation