Municipal investments and investment managers (City of Cleveland)
| Tracking # |
C001355-082018 |
| Multi Request | Municipal investments and investment managers |
| Submitted | Aug. 20, 2018 |
MuckRock users can file, duplicate, track, and share public records requests like this one. Learn more.
Communications
From: Beryl Lipton
To Whom It May Concern:
Pursuant to the Ohio Open 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
From: City of Cleveland
Dear Beryl Lipton,
Thank you for your interest in public records of the City of Cleveland. Your request has been received and is being processed in accordance with the public records laws. Your request was received in this office on 8/20/2018 and has been given the reference number C001355-082018 for tracking purposes.
Records Requested: Pursuant to the Ohio Open 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.
Your request will be forwarded to the relevant City department(s) to locate the information you seek and to determine the volume and any costs associated with satisfying your request. You will be contacted about the availability and/or provided with copies of the records in question. PLEASE NOTE: The public records law does not require a governmental body to create new information, to do legal research, or to answer questions.
You can monitor the progress of your request at the link below and you'll receive an email when your request has been completed. Again, thank you for using the
Cleveland Public Records Center. (https://u4037834.ct.sendgrid.net/wf/click?upn=L5asTq9oAWi6tKrRmhm-2FjaIhA7e6sepUH1B1ZMIJdd-2BmArY3k1QB6G-2BKj0J7UHYMnVSEhYTHka3rqMPteyBy5g-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5nKuJYrEPZZgtDZExSq3Rv3i3IVkigKN4i9bJJHRp27NTtcW6ilYvR3T4f818bJPG3mD-2BaGOJ2BtWoL0oaTUZnDfZYegbKMN9emda7HCGBIlAcEwyvgWIvmq8jwZtg-2FHG5fClc-2BDj3ebGXoRrboqQkyErJl3HPcn2jPEkNAeL4R1ch4h58N4BD3seeurh4SLf) City of Cleveland
To monitor the progress or update this request please log into the
Cleveland Public Records Center. (https://u4037834.ct.sendgrid.net/wf/click?upn=L5asTq9oAWi6tKrRmhm-2FjaIhA7e6sepUH1B1ZMIJdd-2BmArY3k1QB6G-2BKj0J7UHYMnVSEhYTHka3rqMPteyBy5g-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5nKuJYrEPZZgtDZExSq3Rv-2Fc9zzdTUL87ZjbvJyTTL-2BQ23lsrHIMhCJ4iDQ-2B3j1T7AFzKhqIV50JJvF-2Bf1qP3gzykTIM9-2FS6-2BBR17sztJZUv-2BrwBTtrYuke-2BWJjaP3AVyCO1JOy2b-2B-2Bz1-2BsBlUBZ2ds6NShPu-2BovY8geoSFTnAe0-2BlEN6NwJdDG6x-2FZNmKxxy)
From: City of Cleveland
Dear Beryl Lipton,
Thank you for registering with the Cleveland Public Records Center. Please log in to the Records Center to update any contact or password information and to track the progress of your request.
Your Login ID is: requests@muckrock.com
If you have never used this system or cannot remember your password you may request a temporary password here: Request Temporary Password (https://u4037834.ct.sendgrid.net/wf/click?upn=L5asTq9oAWi6tKrRmhm-2FjaIhA7e6sepUH1B1ZMIJdd-2BmArY3k1QB6G-2BKj0J7UHYM8IQ0-2BvzTUtkY-2BpJvyDNm18P96mLVnspmEQFCfqCdsxg-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD54LO1mFM0KTvx7LQDn5vhEFNOYSjowBmVR9ZlR-2FB1z-2FnVN0ANW2AB78wu24BeHiReNrl4-2BVxBRpuNLfFSVg4EKvHIreyZsa71-2ByqeJDkzECkOzqroXzauwC7lDN2jQ-2BcEREYX65V35S3YU0WxaeYcvz3WTIszWuAFTU7iF7-2FH4BSFdGD0j0aMXej-2FIjXL0o5q)
This is an auto-generated email and has originated from an unmonitored email account. Please DO NOT REPLY.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Ohio Open Records Law request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response. You had assigned it reference number #C001355-082018.
Thanks for your help, and let me know if further clarification is needed.
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of Reference # C001355-082018 Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following: “Pursuant to the Ohio Open 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.”
We are reaching out to the appropriate department(s) to check the status of your request. You will be contacted via email when your request has been completed. You can access the Cleveland Public Records Center to track the progress of your request. (https://u4037834.ct.sendgrid.net/wf/click?upn=L5asTq9oAWi6tKrRmhm-2FjaIhA7e6sepUH1B1ZMIJdd-2BmArY3k1QB6G-2BKj0J7UHYMdxilZge8N58t5rMdKuvw2Q-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5wc-2BSCDD-2BDb6cFpmAxxj3zcFds6yr7RNUhr4lPi1mCEJdNDL-2B53gbiwgfADsHGqY-2FDBzlWKXWnsDB2FXpfVrWbLXltAUvakoH4KDp7XrYS7ED8z8AIMDGafvCMCseZ-2BP4fDdGgCKf8sfvhb2ApD-2FnruxrhRn5ANQqpcDT9-2BAiIbO6zWFNBRFJrC7B-2FDJww6fx) If you have any questions, or wish to discuss this further, you may reply to this email, access the Cleveland Public Records Center and Send a New Message call our office at or 216-664-2772.
Sincerely, City of Cleveland Public Records To monitor the progress or update this request please log into the
Cleveland Public Records Center. (https://u4037834.ct.sendgrid.net/wf/click?upn=L5asTq9oAWi6tKrRmhm-2FjaIhA7e6sepUH1B1ZMIJdd-2BmArY3k1QB6G-2BKj0J7UHYMdxilZge8N58t5rMdKuvw2Q-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5wc-2BSCDD-2BDb6cFpmAxxj3zU3aO1c7vWEGBgus-2BJLw18uSGIpWo4ssbpew-2FRDsQd8ubU4rj172ri3BoWBjGQqIvgrx8oH9EcS3d-2FAcW2odktY2vAgFfAyDQJb77CSfttIBLCf5aEY4o0oSgxShJc8-2BW02NP3ys9ujaeId4CTDgxx0QfT0cvq6EickL0IaB5-2F-2B6)
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of August 20, 2018, Reference #C001355-082018.
Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following:
“Pursuant to the Ohio Open 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.” The City has reviewed its files and has located responsive records to your request. Please log in to the Cleveland Public Records Center at the following link to retrieve the appropriate responsive documents.
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of August 20, 2018, Reference #C001355-082018.
Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following:
“Pursuant to the Ohio Open 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.” The City has reviewed its files and has located responsive records to your request.
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of August 20, 2018, Reference #C001355-082018.
Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following:
“Pursuant to the Ohio Open 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.” The City has reviewed its files and has located responsive records to your request.
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of August 20, 2018, Reference #C001355-082018.
Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following:
“Pursuant to the Ohio Open 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.” The City has reviewed its files and has located responsive records to your request.
From: Muckrock Staff
To Whom It May Concern:
I wanted to follow up on the following Ohio Open Records Law request, copied below, and originally submitted on Aug. 20, 2018. Please let me know when I can expect to receive a response. You had assigned it reference number #C001355-082018.
Thanks for your help, and let me know if further clarification is needed.
From: City of Cleveland
--- Please respond above this line ---
RE: PUBLIC RECORDS REQUEST of August 20, 2018, Reference #C001355-082018.
Dear Beryl Lipton, The City of Cleveland received a public record request from you on August 20, 2018. You requested the following:
“Pursuant to the Ohio Open 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.” We have made your responsive documents available to you again. Please log in to the Cleveland Public Records Center again to access your records. (https://u8387778.ct.sendgrid.net/wf/click?upn=xSfKPyHO1-2F4Mny2NCLJVujkzUkLWgqWH0U6vFlmMNON-2FyUogjhz03SiQFShbmM5gY4cVQgpH-2FF7kU3DGg7Po2Q-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5CIajmODWzo3k-2B6j0i4-2BTHZT8bxrEkl2jbhaPNYlwBeOsqet-2F5Ty8iDr-2B-2B9JQA7LWVL1a0krulMUGsZHdnmQA3BEW7QU16SznIgpB-2FviaQ-2BbUUSxS9gqjGdimWwJgNKUbN4hfRx2GefOMCEHmNOe0NHl5x99FwNnSrdI32GUs-2FmMOl-2FpVUEM836xjF4KB3kh13BUM02yRYiD3onRaRs5332R6m7FT98RVUSw33QOfT9EkrnCNSiVKoSeBr-2FxX1clpW2RUyJlS-2FMQOOFjTbEK9Y-2BpLxICysdEgMrjJQLav4cXBB5gSX5QN-2BdmjqH2s37o0bWr2b74IuNdsYKfemquSSQ-3D-3D)
City - Public Records Request - C001355-082018 Please note:
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If you have any questions, or wish to discuss this further, you can reply to this email, go to the Cleveland Public Records Center and Send a New Message. (https://u8387778.ct.sendgrid.net/wf/click?upn=xSfKPyHO1-2F4Mny2NCLJVujkzUkLWgqWH0U6vFlmMNON-2FyUogjhz03SiQFShbmM5gEw6pGAIIO90o3QThqZpgaA-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5CIajmODWzo3k-2B6j0i4-2BTHZT8bxrEkl2jbhaPNYlwBeOsqet-2F5Ty8iDr-2B-2B9JQA7LWVL1a0krulMUGsZHdnmQA3BEW7QU16SznIgpB-2FviaQ-2BbUUSxS9gqjGdimWwJgNKUbN4hfRx2GefOMCEHmNOe0NHl5x99FwNnSrdI32GUs-2FmMOl-2FpVUEM836xjF4KB3kh1835vvrLBQOm-2FFMyIxNBs9nwJQu1skcAre9mVw3JS2C1BsKIYN-2F-2F5lebtSZim-2BALlb9z87X6VMzqBlpTaHZuUZASsj-2Ffp-2FOEtVPx6tLR9BrcuTyM-2BGw0OoGcUzbk1fy4t9c1tyjCDabo-2BxbgnfOP6tQ-3D-3D) Sincerely, City of Cleveland Public Records
To monitor the progress or update this request please log into the Cleveland Public Records Center. (https://u8387778.ct.sendgrid.net/wf/click?upn=xSfKPyHO1-2F4Mny2NCLJVujkzUkLWgqWH0U6vFlmMNON-2FyUogjhz03SiQFShbmM5gY4cVQgpH-2FF7kU3DGg7Po2Q-3D-3D_g8aQM1jRdknEfQkrUxfbJkhhsNYQS9v-2F6Ud3eiw0A441BntGKAi8k6410SJ-2BOSD5CIajmODWzo3k-2B6j0i4-2BTHZT8bxrEkl2jbhaPNYlwBeOsqet-2F5Ty8iDr-2B-2B9JQA7LWVL1a0krulMUGsZHdnmQA3BEW7QU16SznIgpB-2FviaQ-2BbUUSxS9gqjGdimWwJgNKUbN4hfRx2GefOMCEHmNOe0NHl5x99FwNnSrdI32GUs-2FmMOl-2FpVUEM836xjF4KB3kh1Fzio-2FB5HunqaMT6A-2Fae9GS7Xy8aqDWocIZ2maC2RCJwR7Jg48BF1jEnerJwi-2FIxx4a3ROkoKFQoWRW28E2a1-2BwEoLJrAfWYDQEEhqPowG7LRqA8Q3wrpd362wv8yI6w9eYTtcGeNvZATR0Ow0AMA6Q-3D-3D)
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