Municipal investments and investment managers (Mayor's Office)
| Tracking # |
2365 Lipton 2365 |
| 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 Pennsylvania Right to Know 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: Mayor's Office
THE CITY OF PHILADELPHIA Dear requests@muckrock.com,
Thank you for your correspondence. This is an automatic response to let you know that the City will process your request and respond further within 5 business days of its receipt by an Open Records Officer. Please note that requests received after 5PM are deemed received the next business day. If you do not receive an email within 5 business days, please contact the City immediately as occasionally a requester's spam blocking service interferes with the delivery of our emails and we are not aware of the issue. Did you know that the City already releases a lot of information and open data online? You might be able to find the answer to your inquiry right now!
Here are some common types of requests we receive and where to find this information online right now:
Search for a property's L&I related permits, licenses, violations, and appeals with the L&I property history tool.
Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool.
Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal.
Search information about professional service contracts online at eContract Philly.
Search information about procurement contracts online with PHL Contracts.
Search City legislation and related hearings online with Legistar.
Obtain financial disclosure forms from the Department of Records.
If you are seeking a police incident report, you can obtain the proper form from the Department of Records. Please note that police incident reports cost $25.00. The City of Philadelphia is often confused with other entities, such as the ones below. If you want to submit a request to one of these entities, please click the links below to be directed to their Open Records Policies:
Philadelphia Parking Authority
School District of Philadelphia
City of Philadelphia District Attorney’s Office
Philadelphia Redevelopment Authority
First Judicial District (Philadelphia Court of Common Pleas)
If one of these sources has solved your inquiry, please let us know! Otherwise, thank you for your patience, and we will be in touch soon. Sincerely, The City of Philadelphia Please Note: To help make sure that future emails from us don't end up in your spam or junk folder, please add this email address to your safe sender list.
From: Mayor's Office
CITY OF PHILADELPHIA LAW DEPARTMENT One Parkway Building 1515 Arch Street Philadelphia, PA 19102 Marcel S. Pratt City Solicitor BY EMAIL: requests@muckrock.com Re: FW: Pennsylvania Right to Know Act Request: Municipal investments and investment managers (Mayor's Office) Request #: 2365 Dear Beryl Lipton: Thank you for writing to the City of Philadelphia (“City”) with your request for information. A brief description of your request(s) as well as the City’s internal tracking number can be found below. Please note at the outset that requests for records to state and local agencies in Pennsylvania are generally governed by the Commonwealth’s Right-To-Know Law, 65 P.S. § 67.101 et seq., (the “Act” or “RTK Law”). Be advised that we will be asserting the City’s right to an additional thirty (30) calendar days to review the request as provided for by the Act. This right is being asserted for the following reasons: a) Bona fide staffing limitations (in retrieving and reviewing the record(s) requested); b) A legal review is necessary to determine whether the record(s) is a record(s) subject to access under the Act; c) To determine if the request requires the redaction of a public record(s); d) The extent or nature of the request precludes a response within the required time period. We will contact you regarding this request within thirty (30) calendar days as required by law. Respectfully, Jill I. Freeman Deputy City Solicitor (215) 683-5069 (fax) Tracking #: Lipton 2365 Request Summary: Lists of investment management firms, asset holdings, reports related to long term investments, and filings provided to the SEC. Original Request:
Rec’d: 8/20/18
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Pennsylvania Right to Know Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response, or if further clarification is needed. You had assigned it reference number #Lipton 2365.
Thanks for your help, and let me know if further clarification is needed.
From: Mayor's Office
THE CITY OF PHILADELPHIA Dear Beryl Lipton,
Thank you for your correspondence. This is an automatic response to let you know that the City will process your request and respond further within 5 business days of its receipt by an Open Records Officer. Please note that requests received after 5PM are deemed received the next business day. If you do not receive an email within 5 business days, please contact the City immediately as occasionally a requester's spam blocking service interferes with the delivery of our emails and we are not aware of the issue. Did you know that the City already releases a lot of information and open data online? You might be able to find the answer to your inquiry right now!
Here are some common types of requests we receive and where to find this information online right now:
Search for a property's L&I related permits, licenses, violations, and appeals with the L&I property history tool.
Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool.
Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal.
Search information about professional service contracts online at eContract Philly.
Search information about procurement contracts online with PHL Contracts.
Search City legislation and related hearings online with Legistar.
Obtain financial disclosure forms from the Department of Records.
If you are seeking a police incident report, you can obtain the proper form from the Department of Records. Please note that police incident reports cost $25.00. The City of Philadelphia is often confused with other entities, such as the ones below. If you want to submit a request to one of these entities, please click the links below to be directed to their Open Records Policies:
Philadelphia Parking Authority
School District of Philadelphia
City of Philadelphia District Attorney’s Office
Philadelphia Redevelopment Authority
First Judicial District (Philadelphia Court of Common Pleas)
If one of these sources has solved your inquiry, please let us know! Otherwise, thank you for your patience, and we will be in touch soon. Sincerely, The City of Philadelphia Please Note: To help make sure that future emails from us don't end up in your spam or junk folder, please add this email address to your safe sender list.
From: Mayor's Office
Dear Ms. Lipton:
Attached please find the final response to your RTK request, along with responsive records.
Sincerely,
Jill I. Freeman, Esq.
Deputy City Solicitor, Right to Know Division
City of Philadelphia Law Department
1515 Arch Street, 17th Floor
Philadelphia, PA 19102
(215) 683-5457 (Phone)
(215) 683-5069 (Fax)
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