Municipal investments and investment managers (Elgin City Clerk)

Beryl Lipton filed this request with the Elgin City Clerk of Elgin, IL.
Multi Request Municipal investments and investment managers
Est. Completion None
Status
Fix Required

Communications

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.

Sincerely,

Beryl Lipton

From: Elgin City Clerk

Dear Beryl Lipton,
Thank you for your request. It will be handled as soon as possible, but Illinois state law allows five (5) business days for a municipality to respond. The municipality may also request an additional five (5) business days if the municipality can demonstrate there are a large number of records or the need for extensive review. If the request is for a commercial purpose, then the municipality has twenty-one (21) business days to respond.
You can monitor the progress of the request using the link below and you'll receive notification once your request has been completed. Again, thank you for using the FOIA Center.
City of Elgin

To track your request and respond, visit the , then click on "View My Open Records Requests." Records Request Center (http://il-elgin3.civicplus.com/index.aspx?NID=1569)

From: Elgin City Clerk

--- Please respond above this line ---
08/24/2018
Beryl Lipton
411A Highland Ave
Somerville, MA 02144-2516
RE: FOIA Request W029217-082218
Dear Beryl Lipton,
In response to your recent request for information, please click on the link below to receive responsive records.
My Records Center (http://il-elgin3.civicplus.com/index.aspx?NID=1569)
Please do not respond to this email.  It is from an outgoing - only email address.
Regards, Fiscal Services Department
City of Elgin, Illinois

From: Elgin City Clerk

Attachments:
Fire_Pension_Fund_Investment_Detail_-_cont..pdf (https://ELGINIL.mycusthelp.com/webapp/_rs/DownloadItemFile.aspx?iid=b8JXoASfDc8=&fid=uNF2KNFpfJ3aGE76Wb6PzUpfjBl80z5cQ8W1K@@12OZmF4=&cid=@@1265QHvejDiI=)
--- Please respond above this line ---
08/24/2018
Beryl Lipton
411A Highland Ave
Somerville, MA 02144-2516
RE: FOIA Request W029217-082218
Dear Beryl Lipton,
Attached is a continuation of the fire pension investment detail.  It was accidentally left off the report.
Please do not respond to this email.  It is from an outgoing - only email address Regards,
Fiscal Services Department
City of Elgin, Illinois

Files

There are no files associated with this request.