Attachment M - List of Authorized Products.pdf

Attachment M is a list of authorized investment products for the Florida Department of Management Services' State University System Optional Retirement Program (SUSORP) and Senior Management Service Optional Annuity Program (SMSOAP). The document provides a comprehensive inventory of 24 authorized mutual funds across various investment categories, including money market funds, bond funds, stock market index funds, target retirement funds, and specialized equity funds. The authorized products span providers such as Vanguard, Baird, DFA, JP Morgan, and State Street, with each fund identified by its specific ticker symbol (VUSXX, VBTIX, BSBIX, etc.) and classified as a mutual fund investment type.

The list represents a carefully curated selection of investment options for participants in these Florida state retirement programs, offering diversification across different asset classes, market capitalizations, and target retirement years. The funds range from conservative options like the Vanguard Treasury Money Market to more aggressive growth-oriented funds like DFA Emerging Markets Core Equity and target date funds extending from retirement income to funds targeting retirement years as far out as 2070. This attachment is likely part of a broader procurement process to select a comprehensive retirement program service provider, with the investment options serving as a critical component of the potential contract's requirements.