Municipal investments and investment managers (Office of the Mayor)

Beryl Lipton filed this request with the Office of the Mayor of El Paso, TX.
Tracking #

W056397-100518

Multi Request Municipal investments and investment managers
Due Sept. 10, 2018
Est. Completion None
Status
Awaiting Response

Communications

From: Beryl Lipton


To Whom It May Concern:

Pursuant to the Texas Public 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 10 business days, as the statute requires.

Sincerely,

Beryl Lipton

From: Office of the Mayor

Dear Beryl Lipton:

Thank you for your interest in public records of the City of El Paso. Your request has been received and is being processed in accordance with Chapter 552 of Texas Government Code, the Public Information Act. Your request was given the reference number W055986-091718 for tracking purposes.
Records Requested: • 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.
Your request will be forwarded to the relevant City department(s) to locate the information you seek and to determine the volume and any costs associated with satisfying your request. You will be contacted about the availability and/or provided with copies of the records in question. PLEASE NOTE: The Texas Public Information Act does not require a governmental body to create new information, to do legal research, or to answer questions.
You can monitor the progress of your request at the link below and you'll receive an email when your request has been completed. Again, thank you for using the Public Information Center.
City of El Paso

To track your request and respond, visit the , then click on "View My Open Records Requests." Public Information Center (http://mygovhelp.info/ELPASO//_cs/supporthome.aspx?sSessionID=)

From: Office of the Mayor

Good morning,

The Mayor's office received your request below:
For mailed responses, please address (see note):
MuckRock News
DEPT MR 59695
411A Highland Ave
Somerville, MA 02144-2516
PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.
---
On Aug. 20, 2018:
To Whom It May Concern:
Pursuant to the Texas Public 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 10 business days, as the statute requires.
Sincerely,
Beryl Lipton
Filed via MuckRock.com
E-mail (Preferred): requests@muckrock.com<mailto:requests@muckrock.com>
Upload documents directly: https://www.muckrock.com/accounts/agency_login/office-of-the-mayor-10081/municipal-investments-and-investment-managers-office-of-the-mayor-59695/?email=mayor%40elpasotexas.gov&uuid-login=43f21e82-3b82-4275-aaa0-d71afa2e79eb#agency-reply
Is this email coming to the wrong contact? Something else wrong? Use the above link to let us know.
For mailed responses, please address (see note):
MuckRock News
DEPT MR 59695
411A Highland Ave
Somerville, MA 02144-2516
PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.
[http://email.requests.muckrock.com/o/eJwNzEsOwiAQANDTyJLMlM8wCxY13sNMKWrTEhRao7fXd4A3R-e8WuIAGIDRAgMCaNR-NOfRE18wODIDniy0_Dpy37suR1pbTatOtahHnDAx3rwP2U-WmI1BwkFYgrWSOKlcZNmuyxyJmAKrFot8a_uXeXtKr3v-SNf3-v4BsnIpqQ]
The City Attorney's office, Public Information Officers, received your request this morning and will process this through the open records system we use. For future use please submit your request by using the online system by following this link: https://elpaso.mycusthelp.com/WEBAPP/_rs/(S(e2laqbvbjb55sqm2kktivj5m))/SupportHome.aspx

You can also fax it to (915) 212-0034 or mail to City of El Paso, City Attorney's Office, 300 N. Campbell, 2nd Floor, El Paso, Texas 79901

Thank you,

Jacqueline S. Leyva
Public Records Coordinator
City Attorney's Office

300 N. Campbell, 2nd Floor
El Paso, Texas 79901
(915) 212-1128 Direct
[cid:image003.jpg@01D42FCF.0F8B4C30]

From: Office of the Mayor

--- Please respond above this line ---
September 20, 2018
VIA ELECTRONIC MAIL (requests@muckrock.com)Ms. Beryl Lipton
DEPT MR 59695
411A Highland Ave
Somerville MA 02144-2516
Re:  Open Record Request #
W055986-091718
Dear Ms. Beryl Lipton:
Your request, received September 20, 2018, has been forwarded to me and is being treated as a request for records under the Texas Public Information Act (Tex. Gov't Code Ann. §552.001
et seq.).  You requested the following information:

"...• 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. Please click on the link below to view the City's response to your information request.  The documents are available in an electronic format; therefore, there will be no charge for this response and your request is now considered closed.  For Pension information please contact the El Paso Pension office at eppension.org.  Thank-you • 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.".
The City of El Paso Public Information Center (http://mygovhelp.info/elpaso/_cs/supporthome.aspx?sSessionID=)
Sincerely,
Sandra L. Flores
Public Records Coordinator
City of El Paso
Office of the City Attorney
(915) 212-1118

From: Office of the Mayor

Dear Beryl Lipton:

Please be advised that if you wish to check on the status of an already submitted request or submit a new request, you should visit the City of El Paso Public Information Center by clicking here. (http://home.elpasotexas.gov/open-records/records.php)
Description: TO: [ElPaso@mycusthelp.net]Office of the MayorTexas Public Information Act Office300 North CampbellEl Paso, TX 79901October 5, 2018This is a follow up to a previous request:To Whom It May Concern:I wanted to follow up on the following Texas Public Information Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.Thanks for your help, and let me know if further clarification is needed.Filed via MuckRock.comE-mail (Preferred): 59695-52024252@requests.muckrock.comUpload documents directly: https://www.muckrock.com/accounts/agency_login/office-of-the-mayor-10081/municipal-investments-and-investment-managers-office-of-the-mayor-59695/?email=ElPaso%40mycusthelp.net&uuid-login=7a5e9862-cdea-4913-a44b-0df4c13930a9#agency-replyIs this email coming to the wrong contact? Something else wrong? Use the above link to let us know.For mailed responses, please address (see note):MuckRock NewsDEPT MR 59695411A Highland AveSomerville, MA 02144-2516PLEASE NOTE: This request was filed by a MuckRock staff reporter. Also note that improperly addressed (i.e., with the requester's name rather than "MuckRock News" and the department number) requests might be returned as undeliverable.---On Sept. 20, 2018:

City of El Paso
This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.

Files