Municipal investments (Mayor's Office)

Beryl Lipton filed this request with the Mayor's Office of Philadelphia, PA.
Tracking #

561

Multi Request Municipal investments
Due Jan. 10, 2018
Est. Completion None
Status
Awaiting Response

Communications

From: Beryl Lipton

To Whom It May Concern:

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

• 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. Please include the following elements for the holdings, if available. If any elements are not readily available, please feel free to disregard their collection.

Asset Category Description
Asset Type Description
Mellon Security ID
Comprehensive Annual Financial Report Name
Source Account Name
Security Description1
Holdings As Of Date
Base Cost
Base Market Value
Cusip
Security Description2
Moody Quality Rating - Non GRS
S&P Quality Rating - Non GRS
Asset Type Code
Position Type
Base Currency Code
Local Currency Code
Local Currency Description
Country Of Registration Code
Country Of Registration Name
Shares
Local Cost
Base Net Income Receivable
Local Net Income Receivable
Local Market Value
Coupon Rate
Maturity Date
Base Unrealized Gain/Loss
Local Unrealized Gain Loss
Base Unrealized Currency G/L Income
Reporting Account Status
ISIN
Sedol
Ticker

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.
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. (http://li.phila.gov/)

* Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool. (http://www.phila.gov/revenue/RealEstateTax/)

* Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal. (https://www.opendataphilly.org/)

* Search information about professional service contracts online at eContract Philly. (https://secure.phila.gov/eContract/)

* Search information about procurement contracts online with PHL Contracts. (https://www.phlcontracts.phila.gov/bso/)

* Search City legislation and related hearings online with Legistar. (https://phila.legistar.com/)

* Obtain financial disclosure forms from the Department of Records. (http://fdswebsearch.phila-records.com/Default.aspx)

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. (http://www.phila.gov/records/PoliceFire/Reports.html)
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 (http://philapark.org/wp-content/uploads/2013/09/PPA-RTKL-Policy-June-2013.pdf)
School District of Philadelphia (https://www.philasd.org/generalcounsel/programsservices/right-to-know-law/)
City of Philadelphia District Attorney’s Office (http://www.phila.gov/districtattorney/aboutus/Pages/RightToKnow.aspx)
Philadelphia Redevelopment Authority (https://www.philadelphiaredevelopmentauthority.org/right-know)
First Judicial District (Philadelphia Court of Common Pleas) (https://www.courts.phila.gov/publicaccess/)
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.
561:674943

From: Mayor's Office

CITY OF PHILADELPHIA LAW DEPARTMENT One Parkway Building 1515 Arch Street Philadelphia, PA 19102 Sozi Pedro Tulante City Solicitor  Re: FW: Right to Know Request: Municipal investments (Mayor's Office) Request #: 561 Dear requests@muckrock.com: 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. This letter serves as an acknowledgement of receipt of your request and notice of the City’s Open Records Policy pursuant to the Right to Know Law. Please note at the outset that written requests for records to state and local agencies in Pennsylvania are generally governed by the Commonwealth’s Right to Know Law (the “Act” or “RTK Law”), 65 P.S. §§ 67.101-67.3104. In accordance with the Act, the City has promulgated an Open Records Policy, which requires the standard statewide Right to Know Form be used for the submission of written requests pursuant to the Act (“RTK Requests”). See 65 P.S. § 67.504(a); Dekok v. Lancaster County, AP 2010-1197, 2011 PA O.O.R.D. LEXIS 25 at *5 and n.1 (Pa. O.O.R. Jan. 17, 2011) (holding that in accordance with the Right to Know Law, an agency may adopt a policy requiring the use of the standard statewide form established by the Office of Open Records in order to file a Right to Know Request); accord Pa. Gaming Control Bd. v. Office of Open Records, 48 A.3d 503 (Pa. Cmmw. 2012). As your request was not submitted on or with the standard statewide form, the City does not consider your request to be a RTK Request pursuant to the Act and will process it as an informal request. You do not have to resubmit your request for the City to respond unless you are specifically informed otherwise. The City reserves the right to require a formal RTK Request be submitted pursuant to the Act before releasing records. The City is continuing to process the request you have submitted as an informal request outside the Act and will be in touch with you further to respond to your request. However, if you would like to file a RTK Request, please submit your request on or with the standard statewide Right to Know Form and address your request to the appropriate open records officer in accordance with the City’s Right to Know Policy.  Please include this notice with your RTK Request. Please note that if you resubmit your request as a written request pursuant to the Act the City will deem your informal request to have been withdrawn.  The City’s Open Records Policy can be found here:  http://www.phila.gov/privacy/pdfs/FinalCityOpenRecords.pdf The statewide form appears at the end of the City’s Right to Know Policy. If you require a hard copy of the form and/or policy, please let me know and one will be provided. The City reserves the right to assert any and all grounds of denial in its final response to your request. Respectfully, Jill I. Freeman Deputy City Solicitor (215) 683-5457 (215) 683-5069 (fax) jill.freeman@phila.gov Tracking #: requests@muckrock.com 561 Request Summary: List of investment management firms, etc. which hold agency assets, and a list of all asset holdings. Original Request:
Received: 1/3/17

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.
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. (http://li.phila.gov/)

* Search for a property's Real Estate Tax Balance with the Revenue Department's tax real estate lookup tool. (http://www.phila.gov/revenue/RealEstateTax/)

* Find all of the City of Philadelphia's open data sets on Open Data Philly, the Philadelphia region's open data portal. (https://www.opendataphilly.org/)

* Search information about professional service contracts online at eContract Philly. (https://secure.phila.gov/eContract/)

* Search information about procurement contracts online with PHL Contracts. (https://www.phlcontracts.phila.gov/bso/)

* Search City legislation and related hearings online with Legistar. (https://phila.legistar.com/)

* Obtain financial disclosure forms from the Department of Records. (http://fdswebsearch.phila-records.com/Default.aspx)

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. (http://www.phila.gov/records/PoliceFire/Reports.html)
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 (http://philapark.org/wp-content/uploads/2013/09/PPA-RTKL-Policy-June-2013.pdf)
School District of Philadelphia (https://www.philasd.org/generalcounsel/programsservices/right-to-know-law/)
City of Philadelphia District Attorney’s Office (http://www.phila.gov/districtattorney/aboutus/Pages/RightToKnow.aspx)
Philadelphia Redevelopment Authority (https://www.philadelphiaredevelopmentauthority.org/right-know)
First Judicial District (Philadelphia Court of Common Pleas) (https://www.courts.phila.gov/publicaccess/)
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.
741:674943

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. 

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.

Files

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