Municipal investments and investment managers (Portland Office of the City Attorney)

Dear Beryl :

The City of Portland acknowledges receipt of your Public Records Request.  Your request was received in this office on August 20, 2018 and given the reference number C076801-082018 for tracking purposes.

Record Requested:  To Whom It May Concern:Pursuant to the Oregon Public Records Law, 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.Sincerely,Beryl Lipton

At this time, the City is uncertain whether it is the custodian of the requested record.  The City will review your request to determine if it has responsive records.  The City will then gather an estimate of the costs to provide copies of requested public records for which the City does not claim an exemption from disclosure.  The City is permitted to charge its actual costs to provide records.  Fees include research time to locate and analyze the requested records, even if no records are located or if the requested records are determined to be exempt from disclosure.

You can monitor the progress of your request at the link below.  Thank you for using the Portland Public Records Request Center.
To monitor the progress or update your request click here:
Portland Public Records Request Center (https://PORTLANDOR.mycusthelp.com/WEBAPP/_rs/RequestEdit.aspx?rid=76801&coid=)

--- Please respond above this line ---

RE: City Public Records Request of August 20, 2018 Reference # C076801-082018

Dear Beryl ,
The City received a Public Records Request from you on August 20, 2018 for the following: "To Whom It May Concern:
Pursuant to the Oregon Public Records Law, 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.
Sincerely,
Beryl Lipton"

Please be advised that the documents you seek are readily available on our website at no cost to you at the following link: https://www.portlandoregon.gov/brfs/67697 (https://www.portlandoregon.gov/brfs/67697)
You do not need to make a formal public records request for these documents.
The City now considers your request fulfilled and it will be closed.

CARRIE WILTON
Senior Paralegal If you are having technical difficulties with the website, please contact the website administrator by phone or email.  (503) 823-6040 or prrhelp@portlandoregon.gov
To monitor the progress or update your request click here:
Portland Public Records Request Center (https://www.portlandoregon.gov/66961?qaframe=CustomerIssues.aspx)