Municipal investments and investment managers (City Clerk)

Beryl Lipton filed this request with the City Clerk of Decatur, IL.
Multi Request Municipal investments and investment managers


From: Beryl Lipton

To Whom It May Concern:

Pursuant to the Illinois Freedom of Information Act., I hereby request 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

• 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, 2014 through August 31, 2018.

If further clarification is necessary, please feel free to be in touch. I can be reached in the MuckRock office at 617-299-1832.

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.


Beryl Lipton

From: City Clerk

Mr. Beryl Lipton:

Thank you for writing to the City of Decatur with your request for information pursuant to the Illinois Freedom of Information Act, 5 ILCS 140/1 et seq.

Your Freedom of Information Act (FOIA) request (below) is directed to the Decatur City Clerk. Please note that the Decatur Police and Fire Pension Funds are separate government entities. The City of Decatur has neither authority nor responsibility to handle FOIA requests for either. A requestor seeking Police and/or Fire Pension Fund documents may go directly to the Police and/or Fire Pension Fund FOIA officer. The City will provide information about the Police and Fire Pension Funds in the City’s possession such as the annual CAFR and/or any reports submitted by the Pension Funds to the City Council as required by the Pension Code.

FOIA requests for Police Pension fund information should be directed to Ron Borowczyk, the Police Pension Fund FOIA officer.

FOIA requests for Fire Pension fund information should be directed to Adam Ruderman, the Fire Pension Fund FOIA officer.

Attached schedule is of the City’s investment holdings as of December 31, 2017.

Below is the hyperlink to the City’s annual financial report for various periods as posted on the City’s website. Investment disclosure is located in note 3 in the notes to the financial statements.


Debbie Bright
City Clerk