Municipal investments and investment managers (City of Ypsilanti)

Beryl Lipton filed this request with the City of Ypsilanti of Ypsilanti, MI.
Multi Request Municipal investments and investment managers
Status
Completed

Communications

From: Beryl Lipton


To Whom It May Concern:

Pursuant to the Michigan 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: City of Ypsilanti

Dear Marilou:

Please see Foia request receive in this office today. I have copied the requester in this email. Please respond directly to the requester and copy me on your response.

Best,

__________________________________________________________________________

JENNIFER A. HEALY, Office Manager/Legal Assistant

BARR, ANHUT & ASSOCIATES, P.C.

Attorneys at Law

City of Ypsilanti Deputy FOIA Coordinator

105 Pearl Street, Ypsilanti MI 48197

(734) 481-1234; fax 483-3871

jhealy@barrlawfirm.com<mailto:jhealy@barrlawfirm.com>

_________________________________________________________________________
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From: City of Ypsilanti

Dear Beryl Lipton:

Your request is granted to the extent the Finance dept. has all of the reports you are looking for and with redaction (if needed). I reached out the Finance Dept. today and they indicated they have begun the request however it is very large/time intensive and they will not have staff time to dedicate to this request until after they finish an audit they are currently working on.
Best,

Jennifer Healy

From: City of Ypsilanti

Dear Sir,

Please see attached.
Best,

Jennifer Healy

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