Funds We Manage
The SBA provides a variety of investment services to state and local government entities in Florida and has a history of generating excellent returns relative to risk and doing so at low cost. The SBA manages over 30 funds, some established as direct requirements of Florida Law and others developed as client-initiated trust agreements.
The links below account for approximately 95% of all assets under management, the primary funds managed by the SBA.
Investment Policy Statements for the FRS Defined Benefit Plan (Pension), the FRS Defined Contribution Investment Plan, and the Local Government Surplus Funds Trust Fund (PRIME) can be located on the Investment Agreements page of this website.
