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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 Report0.7 MiBJanuary 5, 2012
FY 2011 Annual Retiree Health Care Benefit Trust Report0.1 MiBMay 18, 2012
FY 2012 Annual Investment Report1.3 MiBJanuary 10, 2013
FY 2012 Annual Retiree Health Care Benefit Trust Report0.1 MiBMay 9, 2013
FY 2013 Annual Investment Report1.1 MiBJanuary 10, 2014
FY 2013 Annual Retiree Health Care Benefit Trust Report0.4 MiBMay 7, 2014
FY 2014 Annual Investment Report0.9 MiBMarch 23, 2015
FY 2014 Annual Retiree Health Care Benefit Trust Report0.5 MiBMay 7, 2015
FY 2015 Annual Investment Report0.9 MiBJanuary 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
FY 2017 Annual Investment Report1.0 MiBJanuary 4, 2018
FY 2017 Annual Retiree Health Care Benefit Trust Report1.2 MiBJune 2, 2018
FY 2018 Annual Investment Report1.9 MiBJanuary 30, 2019
FY 2018 Annual Retiree Health Care Benefit Trust Report1.7 MiBAugust 14, 2019
FY 2019 Annual Investment Report2.2 MiBJanuary 10, 2020
FY 2019 Annual Retiree Health Care Benefit Trust Report1.9 MiBMay 11, 2020
FY 2020 Annual Investment Report1.4 MiBJanuary 21, 2021
FY 2020 Annual Retiree Health Care Benefit Trust Report2.9 MiBMay 7, 2021
FY 2021 Annual Investment Report1.7 MiBJanuary 20, 2022
FY 2021 Annual Retiree Health Care Benefit Trust Report4.0 MiBMay 5, 2022
FY 2022 Annual Investment Report4.9 MiBJanuary 23, 2023
FY 2022 Annual Retiree Health Care Benefit Trust Report2.8 MiBMay 1, 2023