Attachment M - List of Authorized Products.pdf

Attachment M is a comprehensive list of authorized investment products for a state or local government contract, specifically detailing 24 mutual funds from various investment firms including Vanguard, DFA, Baird, JP Morgan, and State Street. The document, identified as DMS-24/25-199, provides a standardized table with three columns: Fund/Investment Name, Ticker/CUSIP/Identifier, and Investment Type, with all listed products categorized as mutual funds. These funds represent a diverse range of investment options, including money market funds, bond index funds, stock market index funds, target retirement funds, and sector-specific funds covering areas like U.S. equity, international stocks, emerging markets, real estate securities, and inflation-protected securities.

The list appears to be part of a larger procurement document that establishes authorized investment products for a specific government retirement or investment program. The funds cover various risk profiles and investment strategies, ranging from conservative options like the Vanguard Treasury Money Market to more aggressive choices such as the DFA Emerging Markets Core Equity fund. The selection includes target retirement funds spanning target years from retirement income to 2070, suggesting a comprehensive investment strategy designed to accommodate different retirement timelines and risk tolerances. The document's systematic presentation indicates a structured approach to investment selection, likely aimed at providing diverse, professionally managed investment options for participants in the government's investment program.