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Annual Investment Reports

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.


NameSizeDate
FY 2011 Annual Investment Report672.0 KiBJanuary 5, 2012
FY 2011 Annual Retiree Health Care Benefit Trust Report122.0 KiBMay 18, 2012
FY 2012 Annual Investment Report1.3 MiBJanuary 10, 2013
FY 2012 Annual Retiree Health Care Benefit Trust Report120.8 KiBMay 9, 2013
FY 2013 Annual Investment Report1.1 MiBJanuary 10, 2014
FY 2013 Annual Retiree Health Care Benefit Trust Report387.4 KiBMay 7, 2014
FY 2014 Annual Investment Report953.1 KiBMarch 23, 2015
FY 2014 Annual Retiree Health Care Benefit Trust Report544.5 KiBMay 7, 2015
FY 2015 Annual Investment Report910.1 KiBJanuary 4, 2016
FY 2015 Annual Retiree Health Care Benefit Trust Report1.7 MiBJune 27, 2016
FY 2016 Annual Investment Report1.0 MiBJanuary 20, 2017
FY 2016 Annual Retiree Health Care Benefit Trust Report1.3 MiBApril 12, 2017