 Shugaban Brethren Benefit Trust (BBT) Nevin Dulabaum ya ba da rahoto ga taron Cocin of the Brethren’s Mission and Ministry Board a faɗuwar da ta gabata. BBT tana daukar nauyin shirin fensho da kuma saka hannun jari na darika ta gidauniyar 'yan'uwa, a tsakanin wasu ayyuka da dama da ake bayarwa ga ikilisiyoyin, gundumomi, da hukumomin da ke da alaka da coci. |
Zuba hannun jari shine babban taron da aka yi a watan Afrilu na Kwamitin Daraktoci na Brethren Benefit Trust (BBT) a Elgin, Ill. Ma’aikata da membobin hukumar sun taru a Cocin of the Brothers General Offices daga Afrilu 24-25 don tattauna zaɓin sabon saka hannun jari. kudade, yunƙurin kimar kuɗaɗen yau da kullun na kuɗin da ake gudanarwa, tabbatar da kamfanonin sarrafa zuba jari guda biyu, da sauran batutuwan da suka shafi ma'aikatun BBT.
"Mun saurari buƙatun daga membobinmu kuma muna aiki tare da hukumar don ƙarfafa ayyuka da samfuran da muke bayarwa," in ji shugaban BBT Nevin Dulabum. "Muna sa ran bayar da ƙarin zaɓuɓɓukan saka hannun jari, ƙarin sabunta ƙima na asusu, da ingantaccen sarrafa kasafin kuɗi ga waɗanda muke yi wa hidima."
Ma’aikata sun ba da shawarar kuɗi biyar don ba wa membobi da abokan ciniki waɗanda suka dace da sabbin hanyoyin saka hannun jari waɗanda aka ƙara zuwa jagororin saka hannun jari na Shirin ‘Yan Fansho da Gidauniyar ‘Yan’uwa ta hukumar a watan Nuwamba 2009. Hukumar ta amince da kuɗin, wanda ya haɗa da hannun jarin kasuwanni masu tasowa. asusu ta hanyar DFA, asusun gidaje na jama'a na duniya na ING, babban asusun samar da albarkatu mai girma, asusun ajiyar kuɗaɗen kuɗaɗen Vanguard, da kuma asusu na tushen kayayyaki da PIMCO ke gudanarwa. Abokan ciniki na gidauniyar Brethren za su iya saka hannun jari a cikin waɗannan sabbin kuɗi a cikin watanni masu zuwa, kamar yadda membobin shirin Fansho za su yi, da zarar BBT ta sami damar ba da taimakon saka hannun jari.
Jerry Rodeffer, babban jami'in kudi na BBT ya ce "Mun bincika sassa daban-daban don ƙoƙarin gano mafi kyawun haɗakar kuɗi don bayarwa, kuma muna tsammanin waɗannan za su ba membobinmu da abokan cinikinmu ƙarin zaɓi don karkatar da kadarorin su," in ji Jerry Rodeffer, babban jami'in kuɗi na BBT.
Hukumar ta kuma amince da shawarar Kwamitin Zuba Jari na cewa asusun ajiyar hannun jari na tsarin fansho ya kasance cikin sassa biyar - na kasa da kasa, Small Cap, Large Cap Core, Large Cap Growth, da Mid Cap Value - don samar da mafi girman kyaututtuka na daidaito ga membobin shirin. . Waɗannan kudade har yanzu za su ƙunshi Asusun Haɗin Kan Haɗin Kan Jama'a, wanda har yanzu zai zama zaɓi na kasafi.
Hukumar ta amince da karuwa a cikin sau nawa BBT ke darajar kuɗin ta. Yayin da BBT a halin yanzu ke darajar kuɗin ta sau biyu a kowane wata, hukumar ta amince da ƙaura zuwa kimanta yau da kullun. Wannan shawarar za ta bai wa membobin Shirin Fansho damar samun sabunta bayanan asusun ta hanyar Intanet da aka ƙaddamar kwanan nan, kuma za ta samar da sabbin bayanai ga abokan ciniki na gidauniyar 'yan'uwa da zarar an kafa kasancewar ma'aikatar ta kan layi.
Wata shawarar kuma za ta iya ba da damar gidauniyar Brethren ta faɗaɗa tushen abokin ciniki. Hukumar ta amince da bukatar a bar gidauniyar ‘yan’uwa ta yi wa kungiyoyin da ba su biyan haraji wadanda ke da kimar da ta yi daidai da na Cocin ’yan’uwa, muddin wadannan kungiyoyin ba su kai kashi 15 na kudaden shiga na shekara-shekara na gidauniyar ba.
Hukumar ta kuma tabbatar da kamfanonin sarrafa zuba jari guda biyu. Dangane da jagororin yanzu, kamfanin da ke sa ido kan manyan hannun jarin girma na BBT dole ne ya wuce aikin jigon ci gaban Russell 1000 da kashi ɗaya ko sama da haka kuma ya kawo babban riba kwata-kwata idan aka kwatanta da masu gudanar da saka hannun jari iri ɗaya a tsawon shekaru biyar. Domin New Amsterdam, manajan waɗannan kudade, ya kasa cimma waɗannan manufofin a lokacin da yake aiki tare da BBT Kwamitin Zuba Jari ya ba da shawarar cewa hukumar ta kori wannan manajan.
Bayan yin hira da kamfanoni biyu masu kula da zuba jari don maye gurbin New Amsterdam, kwamitin ya ba da shawarar cewa Segall Bryant da Hamill, mai ba da shawara kan zuba jari na Chicago, za a shigar da su a matsayin babban manajan haɓaka ãdalci na fensho Plan da Brothers Foundation. Hukumar ta amince da shawarwarin biyu.
Bugu da ƙari, Kwamitin Zuba Jari ya karɓi gabatarwa ta Agincourt–ɗaya daga cikin manajojin saka hannun jari na BBT guda biyu-yana nazarin ayyukansa na shekaru uku. Hukumar ta amince da shawarar cewa a ci gaba da rike Agincourt a matsayin manajan wadancan kudade bisa ga fitaccen jarin da kamfanin ya yi. Fayilolin kamfanin na BBT da Foundation Brethren sun doke maƙasudin da kashi bakwai cikin ɗari a cikin 2009.
An gabatar da jerin sunayen tsaro na shekara-shekara ga hukumar. Kowace shekara, BBT tana fitar da jerin sunayen kamfanoni guda biyu waɗanda ke da alaƙar kasuwanci tare da Ma'aikatar Tsaro. Saboda ƙudirin BBT na yin saka hannun jari da ke bin ƙa'idodin 'yan'uwa da umarnin taron shekara-shekara, saka hannun jari a cikin kamfanonin da ke riƙe da kwangilolin Ma'aikatar Tsaro 25 mafi girma, da kamfanonin da ke samun sama da kashi 10 na kuɗin shiga daga irin waɗannan kwangilolin, an hana su. Ana iya samun waɗannan lissafin a www.brethrenbenefittrust.org ta danna kan "Zazzagewa" sannan kuma "Jari na Alhakin Jama'a."
"Ko da yake ana sa ran manajojin mu su guje wa saka hannun jari a kamfanonin da ba su bin ka'idodin saka hannun jari na BBT na zamantakewar al'umma, muna ci gaba da ci gaba da girmama matsayin zaman lafiya na Ikilisiya na 'yan'uwa ta hanyar samar da wadannan jerin sunayen," in ji Steve Mason, mai gudanarwa na kungiyar. Ayyukan saka hannun jari na jama'a na BBT.
Hukumar ta yi nazarin manufofin masu hannun jari na BBT na 2010, ko ƙoƙarin aiwatar da canji a matsayin mai mallakar hannun jari a kamfanoni. A wannan shekara, Mason zai yi aiki tare da ConocoPhillips don tabbatar da cewa aikinsa ba zai tsoma baki ga 'yancin 'yan asalin duniya ba. Har ila yau, zai ci gaba da tattaunawa da Toyota game da hakkokin bil'adama da manufofin aiki a cikin tsarin samar da kayayyaki na duniya.
A cikin sauran kasuwancin:
- Kamfanin binciken Legacy Professionals LLP ya ba da "kyakkyawan ra'ayi"-mafi girman nadi-na rahoton kuɗi na BBT da Brothers Foundation 2009;
- an sabunta dokokin BBT da Ƙungiyar 'Yan'uwa da ƙungiyoyin haɗin gwiwar su an sabunta su kuma an amince da su;
- ma'aikata da hukumar sun yi magana game da batun da ke gudana tare da mai kula da shi da gudanarwa na BBT's Securities rance portfolio;
- Michael Leiter, babban darektan tallace-tallace da ci gaba a Fahrney-Keedy Home da Village a Boonsboro, Md., An zabe shi don zama memba na kwamitin da ke wakiltar al'ummomin 'yan'uwa masu ritaya - kujerar da Carol Davis ta bari wanda ya yi murabus 4 ga Maris; kuma
- hukumar da ma'aikata sun sake duba tsarin zaben mambobin kwamitin uku a shekarar 2010. 'Yan takara biyu - Wayne Scott da John Waggoner - za su bayyana a kan kuri'ar taron shekara-shekara; An zaɓi Karen Crim don yin aiki a karo na biyu ta membobin Tsarin Fansho; kuma a watan Nuwamba, hukumar ta zaɓi Eunice Culp don cike kujera ta uku a buɗe. Za a kawo zaɓen Laifuka da Culp zuwa Babban Taron Shekara-shekara don tabbatarwa.
- Brian Solem shine mai kula da wallafe-wallafe na Brethren Benefit Trust.