Municipal investments and investment managers (City Attorney'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 New Mexico Inspection of Public Records 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 15 business days, as the statute requires.
Sincerely,
Beryl Lipton
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records 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.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following New Mexico Inspection of Public Records Act request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response.
Thanks for your help, and let me know if further clarification is needed.
From: City Attorney's Office
Good Morning,
The City Attorney's office of Santa Fe, NM did not receive your records request on August 20, 2018. We have, however, received it today, May 30, 2019 and will proceed with its response.
Regards,
Cindy Whiting
Records Custodian
City of Santa Fe
200 Lincoln Avenue
P. O. Box 0909
Santa Fe, NM 87504-0909
From: Beryl Lipton
Hello Ms. Whiting,
Thank you so much for your message. I'll look forward to hearing from your office again.
Best wishes,
Beryl
From: City Attorney's Office
Good Morning,
This email is in response to your Request for Public Records that was received in the City of Santa Fe
Attorney's Office on May 30, 2019, pursuant to the Inspection of Public Records Act ("IPRA"), NMSA 1978, §§ 14-2-1 to -12, wherein you requested:
1. A list of all investment management firms, public equity managers, public fixed income account managers, held by this agency or any divisions thereof.
2. A list of all asset holdings by this agency
3. All reports of responsive materials related to pension funds
4. All filings provided to the Securities and Exchange Commission related to investments and holdings for any division under the responsibility of this jurisdiction from 1/1/14 to 8/31/18
In response to your request, attached is an Excel spreadsheet electronic file from the Finance Department. The City asserts that it has met its obligations under IPRA by searching for the responsive documents and providing them to you. The City considers this records request closed.
Regards,
Cindy Whiting
Records Custodian
City of Santa Fe
200 Lincoln Avenue
P. O. Box 0909
Santa Fe, NM 87504-0909
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IPRA #19-0349 - Beryl Lipton - response #1 (1)