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The Board unanimously approved moving all international funds into the DFA World ex U.S. Core strategy and appointed Jones Walker, with Pedro Herrera, as legal counsel at current fees with a 25% discount for two years. Trustees also approved the FY 2025 expense report, FY 2027 proposed budget, and April 29 payment warrants.
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The investment change is intended to improve diversification, simplify the portfolio, and reduce annual investment expenses. The Board selected new legal counsel while retaining its relationship with Pedro Herrera, with discounted fees for the next two years. The Board also approved its proposed budget and routine plan expenses; no benefit approvals were considered.
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