Identifying and Tracking Trustees to protect our membership and their retirement funds, …but not forgetting to track their Investment Managers!

Past 6 Years we have been tracking Trustees for our locals. Past 2 Years we have started a major undertaking to track Investment Managers and the companies that they use to invest the funds of our membership. We also track Trustees of other Public Funds that work with the same Investment Mangers and investment groups. Work with the AFL-CIO Office of Investment to track investment managers Proxy Voting on critical issue What We Do October 20092

We use the data gathered to invite Trustees and Managers to participate in our Annual Benefits Conference. We use the data to relay information about a specific fund to our membership such as when the Ohio Pension Fund was sued over investment choices. We collect names, addresses, titles, and website information. What We Do October 20093

Reaching out to our local leadership for updated information. Monitoring correspondence or newsletters that are mailed to us. Annual sweep of pension fund websites to ensure the accuracy of our list. Annual mailing to over 12,000 Trustees and correcting the information if it is returned in the postal mail. blasts and noting that if any are returned we must find out why. Public Safety Pension Trustee Lists aren’t something that you can just purchase from a database house. How We Track Trustees October 20094

Over the past 2 Years, the I.U.P.A. has made significant changes to its member database moving from 3 separate systems to one fully integrated database. The Organized Labor Management System (OLMS) maintains: a)Local Affiliate Data including both Membership and Leadership, b)Financial Data includes per capita invoicing, local affiliate dues payments, rebates to locals as well as payments to our Attorneys, Business Agents, and State Federations of Labor and Central Labor Councils, c)Committees of The I.U.P.A. including Pension Trustees associated with our subordinate bodies and/or political subdivisions. Data Retention October 20095

ing Conference Information Out to Trustees. Annual Mailing of Conference Material. Special Mailings if there is legislation, regulation or litigation that involves their fund. Requesting that our local leaders contact their trustees immediately on critical issues. Communicating with Trustees October 20096

s out about our Conference or Programs. Spending time with them at our Conference to build our relationship. Working with the AFL-CIO Office of Investment and reviewing key materials like its Key Votes Survey which documents the proxy voting of investment managers on critical issues of corporate governance. Tracking Investment Managers October 20097

Through our partners we strive hard to educate not only our Trustees but our local leaders. We realize sometimes our local leaders are appointed as a Trustee and it has been our goal for the past six years to educate these individuals so they are prepared for the Trustee position. We have to communicate with our Trustees and Investment Managers to help protect public safety pension funds. Summary October 20098