Municipal investments and investment managers

JPat Brown filed this request with the City of Cambridge of Cambridge, MA.

It is a clone of this request.

Tracking #

P180543-102318
Submitted Oct. 22, 2018
Status
Completed

From: JPat Brown

Subject: Massachusetts Public Records Law Request: Municipal investments and investment managers

Email


To Whom It May Concern:

Pursuant to the Massachusetts 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.

I also request that, if appropriate, fees be waived as we believe this request is in the public interest, as suggested but not stipulated by the recommendations of the Massachusetts Supervisor of Public Records. The requested documents will be made available to the general public free of charge as part of the public information service at MuckRock.com, processed by a representative of the news media/press and is made in the process of news gathering and not for commercial usage.

I expect the request to be filled in an accessible format, including for screen readers, which provide text-to-speech for persons unable to read print. Files that are not accessible to screen readers include, for example, .pdf image files as well as physical documents.

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, as the statute requires.

Sincerely,

JPat Brown

From: City of Cambridge

Subject: RE: Massachusetts Public Records Law Request: Municipal investments and investment managers

Email

Dear JPat Brown,

You should now have received this public records request response.

Thank you,

Seah

Seah Levy
Public Records Access Officer
City of Cambridge, Law Department
City Hall, 795 Massachusetts Avenue
Cambridge, MA 02139
(617) 349-4121 | Fax: (617) 349-4134
slevy@cambridgema.gov<mailto:slevy@cambridgema.gov>

From: City of Cambridge

Subject: Brown Public Records Request Response - Investment Data - P180544-102318

Email

Dear JPat Brown,

The response to your public records request dated 10/22/2018 is attached.

Thank you,

Seah

Seah Levy
Public Records Access Officer
City of Cambridge, Law Department
City Hall, 795 Massachusetts Avenue
Cambridge, MA 02139
(617) 349-4121 | Fax: (617) 349-4134
slevy@cambridgema.gov<mailto:slevy@cambridgema.gov>

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From: JPat Brown

Subject: RE: Massachusetts Public Records Law Request: Municipal investments and investment managers

Email

Hi,

Thanks so much for your help with this request! I really appreciate it.

Sincerely,
JPat Brown