COMMISSIONERS OF TRUST FUNDS - TOWN CLERK'S OFFICE

Trust board maintains investment stance despite market concerns. The Winchester Commissioners of Trust Funds heard a presentation from Rockland Trust, which administers over $9 billion in municipal assets, but declined to alter the current investment allocation. Chair Patrick Campbell led the

Winchester trust fund commissioners approve investment portfolio rebalancing amid shifting market conditions. The Board of Commissioners of Trust Funds, chaired by Patrick Campbell, approved selling Vanguard World Health Care ETF across all accounts and purchasing Alerian MLP ETF, yielding

Commissioners of Trust Funds rebalance four trust accounts in response to geopolitical market turmoil. Chair Patrick Campbell reported year-to-date performance had fallen to near zero percent from an all-time high, prompting a shift from international equities to investment-grade US bonds across

Commissioners of Trust Funds rebalance portfolios in effort to reduce investment volatility. Chair Patrick Campbell, Cornelis Biemans, and Robert B MacIntosh approved elimination of the iShares ESG MSCI USA Leaders fund and addition of the Invesco S&P 500 High Dividend Low Volatility fund across