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Reporting

The investment objective for any fund managed by the SBA is outlined in the investment management agreement (Investment Policy Statement, Trust Agreements, etc.) for that particular fund. Those agreements are available here.

At the SBA, we constantly review performance to ensure we are meeting the goals set out in those agreements. The links below are to reports that are run on monthly, quarterly, semi-annual, annual and biennial periods.

Document Collection / Name Report Type Report Frequency
Alternative Asset Status Performance Report Financial Information Quarterly
Annual Corporate Governance Summary Governance Annual
Annual Debt Service Report General Reporting Annual
Annual Investment Reports Financial Information Annual
Annual Regulatory Plan General Reporting Annual
Audited Financial Statements Financial Information Annual
Enhanced Biennial Rule Review General Reporting Bi-Annual
Florida Hurricane Cat Fund Estimated Bonding Capacity FHCF Semi-Annual
Florida Hurricane Catastrophe Fund Annual Report FHCF Annual
Florida PRIME Financial Statements PRIME Annual
Florida PRIME Monthly Summary Reports PRIME Monthly
Global Governance Mandates Governance Quarterly
New Manager Reports General Reporting Quarterly
Performance Report to Trustees General Reporting Monthly
SBA Corporate Governance Principles & Proxy Voting Guidelines Governance Annual
Scrutinized List of Prohibited Companies Governance Quarterly
State of Florida Publicly Traded Securities General Reporting Quarterly
Update on FRS Plan Choice Governance Quarterly