Municipal investments and investment managers (City Clerk's Office)
| Multi Request | Municipal investments and investment managers |
| Submitted | Aug. 20, 2018 |
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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: City Clerk's Office
Evanston
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Hi Beryl Lipton
Your first Evanston record request (request number #18-887) has been submitted.
It is currently unpublished and is not available for the general public to view.
As the requester, you can always see the status of your
request by signing into the Evanston Public Records
portal here.
If you haven't already activated your account,
click here to get started.
Once your account is activated, your request will be visible at the following link:
Request #18-887.
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at Evanston.<br></br><em>Technical support:</em> See our <a href='https://www.nextrequest.com/support'>help page</a>
From: City Clerk's Office
Evanston
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Hi there
Department assignment for records request #18-887 has changed:
Added: Legal.
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at Evanston.<br></br><em>Technical support:</em> See our <a href='https://www.nextrequest.com/support'>help page</a>
From: City Clerk's Office
Evanston
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Hi there
A message was sent to you regarding record request #18-887:
Please be advised that an additional 5 business days from the original due date is needed and the additional time is needed for the following reason(s):
_____ records are stored at other locations than the office having charge of the requested records;
_____ request requires the collection of a substantial number of specified records;
_____ request has categorical terms and requires an extensive search;
___X__ requested records have not been located and additional efforts are being made to locate them;
_____ requested records require examination by personnel having the necessary competence to determine if they are exempt from disclosure or should be revealed only with appropriate redactions;
_____ records cannot be compiled with the public body within the time limits prescribed by paragraph (c) of this Section without unduly burdening or interfering with the operations of the public body; and/or
_____ There is a need for consultation, with another public body or among two or more components of the City having a substantial interest in the documents produced.
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at Evanston.<br></br><em>Technical support:</em> See our <a href='https://www.nextrequest.com/support'>help page</a>
From: City Clerk's Office
Evanston
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Hi there
Documents have been released to you for record request #18-887:
* Request Item #1 - Investment Firms.xlsx
* Request Item #4 - Filings to SEC.xlsx
* Request Items #2 and #3 - City of Evanston Investments.xlsx
* Request Items #2 and #3 - Exemption.docx
* Request Items #2 and #3 - Pension Plans Investments.xlsx
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<em>Questions about your request?</em> Reply to this email or sign in to contact staff at Evanston.<br></br><em>Technical support:</em> See our <a href='https://www.nextrequest.com/support'>help page</a>
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