Municipal investments and investment managers (Village of Schaumburg)

Beryl Lipton filed this request with the Village of Schaumburg of Schaumburg, IL.
Status
Completed

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: Village of Schaumburg

In response to the FOIA request this office received on 8/20/18, attached please find the requested information.

Please note that the village has not hired an investment management firm and both the Police and Fire pension funds have hired AHC Advisors as Investment Advisor, other investment management firms are listed within the reports.

Regards,
________________________________________________________________________

LISA HAPP PETERSEN | DIRECTOR OF FINANCE
e-mail: lhapp@schaumburg.com

Village of Schaumburg
101 Schaumburg Court | Schaumburg, IL | 60193-1899
Phone: 847.923.4530 | Fax: 847.923.2330
www.villageofschaumburg.com<http://www.villageofschaumburg.com/>

"Progress Through Thoughtful Planning."

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