San Bernardino (Calif.) Catholic Dioceses lay employee pension fund invested $4 million in an institutional mutual fund run by Systematic Financial Management, said Mary Rose Wallace, diocesan CFO. The $20 million fund duplicates the investment style of Systematics active domestic large-cap value separate account approach with a lower minimum investment. Wurts & Associates assisted. Ms. Wallace declined to provide additional information.
San Bernardino (Calif.) Catholic Diocese 's lay employee pension fund...
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