Investment Advisory Committee
Meeting Calendar
The General Assembly established the Investment Advisory Committee in 2001 to advise the State Treasurer on managing investments for the Retirement Systems.
In 2009, the legislature passed the Treasurer's Governance and Transparency Act allowing for the expansion of the IAC from five to seven members, increasing the financial expertise available to the Treasurer for investment decisions.
*For meeting details older than those displayed, please navigate to the IAC Meeting Archives page.
Meetings will be held at 9:00 a.m. in the Dogwood Conference Room in our office at 3200 Atlantic Avenue, Raleigh, NC, unless otherwise specified.
| Meeting Date | Agenda | Minutes/Recordings | Materials |
|---|---|---|---|
| February 28, 2024 This meeting was held in person and via webinar. |
Agenda | Meeting Recording Minutes |
|
| May 29, 2024 This meeting was held in person and via webinar. |
Agenda |
Due to technical issues, this recording begins with the meeting already in progress, with Strategas representative Dan Clifton providing his firm’s annual Public Policy Outlook update to the Committee. Please see the accompanying slides and meeting minutes for information regarding the portion of this meeting that occurred before this recording began. |
Performance Review Public Policy Outlook Real Estate Portfolio Review Code of Ethics Annual Review |
|
August 28, 2024 To make a public comment, please plan to attend the Investment Advisory Committee meeting in person and sign in where directed. If you have any questions, or more than one member of your organization would like to make a public comment, please send an email to Gail.Kadash@nctreasurer.com. Committee Members attending via Webinar will be sent an email with additional instructions. |
Agenda | ||
| November 20, 2024 |
Policies and Guidelines
- Investment Policy Statement for North Carolina Retirement Systems
- External Investment Manager and Vehicle Selection Policy
- Investment Transaction Disclosure Policy
- Insider and Personal Trading Policy
- IMD Code of Ethics and Conduct Policy
- Investment Manager and Vehicle Monitoring Policy
- Ancillary Governmental Participants Investment Program (AGPIP) Investment Policy Statement
- Divestment and Contract Prohibition Policy
- Divestment and Open Government
- Proxy Voting Guidelines
- Venture Capital Multiplier Fund Investment Policy Statement