The Annual Investment Report presents the performance of the County’s investment program relative to operational and capital project funds. In addition to investment performance data, it outlines the policies and objectives of the program and reviews economic trend data. This report serves to fulfill the County’s legal requirement to annually report investment information to the Board of County Commissioners. The Comptroller has received the certification of excellence for its investment policy from the Association of Public Treasurers of the United States and Canada.
The Retiree Health Care Benefit Trust Annual Report presents the performance of the irrevocable Orange County Trust created to provide long-term funding for other post employment benefits (“OPEB”) relative to health care for eligible retirees. This report provides investment performance data, contribution and unfunded liability amounts, and the policies and objectives of the Trust.
|FY 2011 Annual Investment Report||0.7 MiB||January 5, 2012|
|FY 2011 Annual Retiree Health Care Benefit Trust Report||0.1 MiB||May 18, 2012|
|FY 2012 Annual Investment Report||1.3 MiB||January 10, 2013|
|FY 2012 Annual Retiree Health Care Benefit Trust Report||0.1 MiB||May 9, 2013|
|FY 2013 Annual Investment Report||1.1 MiB||January 10, 2014|
|FY 2013 Annual Retiree Health Care Benefit Trust Report||0.4 MiB||May 7, 2014|
|FY 2014 Annual Investment Report||0.9 MiB||March 23, 2015|
|FY 2014 Annual Retiree Health Care Benefit Trust Report||0.5 MiB||May 7, 2015|
|FY 2015 Annual Investment Report||0.9 MiB||January 4, 2016|
|FY 2015 Annual Retiree Health Care Benefit Trust Report||1.7 MiB||June 27, 2016|
|FY 2016 Annual Investment Report||1.0 MiB||January 20, 2017|
|FY 2016 Annual Retiree Health Care Benefit Trust Report||1.3 MiB||April 12, 2017|
|FY 2017 Annual Investment Report||1.0 MiB||February 6, 2018|