Municipal investments and investment managers

Beryl Lipton filed this request with the Chicago Department of Finance of Chicago, IL .
Tracking #

F000873-010721

Est. Completion None
Status
No Responsive Documents

Communications

From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Illinois Freedom of Information Act., I hereby request the following materials regarding stocks, securities, and other investments made by this municipality:

• A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof.

• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.

• All reports or responsive materials related to pension funds and other long term investments and assets within the portfolio of this municipality.

• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2015 through January 1, 2021.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-500-7123.

The requested documents will be made available to the general public, and this request is not being made for commercial purposes.

In the event that there are fees, I would be grateful if you would inform me of the total charges in advance of fulfilling my request. I would prefer the request filled electronically, by e-mail attachment if available or CD-ROM if not.

Thank you in advance for your anticipated cooperation in this matter.

I look forward to receiving your response to this request within 5 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Mayor's Office

Thank you for your FOIA request to the City of Chicago Finance Department. Your FOIA request has been received and is being processed. Your reference number for tracking purposes is: F000873-010721

You have requested the following records: • A list of all Investment Management firms, Public Equity managers, public fixed-income account managers, or similar stock, bond, securities, and investment managers or management firms responsible for holdings, trading, or other manipulations of assets held by this agency or any division thereof.• A list of all asset holdings by this agency or any division thereof, including any associated departments or funds. Please include all available segregable data, including, but not limited to, the company, the associated call symbol, the number of shares, and the value of said shares.• All reports or responsive materials related to pension funds and other long term investments and assets within the portfolio of this municipality.• All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction for the period from January 1, 2015 through January 1, 2021.

The City of Chicago Finance Department responds to all public records requests in accordance with the Illinois Freedom of Information Act (FOIA), 5 ILCS 140/1 et seq. If further time is needed to assemble and copy all documents responsive to your FOIA request, we will contact you with a time estimate and a request to extend.

From: Chicago Department of Finance

Dear Beryl Lipton,
Attached please find a response to your FOIA request.

_____________________________
Kristen Cabanban
Director of Public Affairs
Office of Budget and Management | Department of Finance
City of Chicago
312-744-0881

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