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10 results for “investment portfolio”

  • BL2025-838: An ordinance creating the positions of Assistant Grants and Accountability Officer, Fire Deputy Director Chief, Grants and Accountability Officer, Investments Portfolio Manager, Short Term Rental Inspector 1, Traffic Management Center Manager, Traffic Management Center Operator 1, Traffic Management Center Operator 2, Traffic Management Center Supervisor, Urban Forestry Chief, Urban Forestry Inspector 1, Waste Services Superintendent, Water Field Technician Supervisor, Zoning Inspection Chief, Zoning Inspector 1, Zoning Inspector 2.

    May 9, 2025

    ·Nashville, TN
    Proposal
    Source
  • reg meeting agenda jan 21 2025

    Jan 21, 2025

    ·Tampa, FL
    Agenda

    The City of Tampa General Employees' Retirement Fund Board of Trustees held a regular meeting agenda scheduled for Tuesday, January 21, 2025 at 1:30 P.M. The meeting included investment consultant reports on market performance and portfolio review as of December 31, 2024, a legal report, and administrative matters including retirement applications and approvals of quarterly invoices totaling approximately $476,575 from various investment managers and consultants (ACG, Dodge & Cox, Leeward, Loomis, and Wellington). The agenda also encompassed approval of minutes from the November 19, 2024 meeting, public comments, and administrative consent items including longevity retirement, deferred retirement, and DROP (Deferred Retirement Option Plan) applications.

AI summary

employee retirementinvestment managementfund administrationpension applications
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  • C0004-2022: THE FOLLOWING COMMUNICATIONS WERE RECEIVED BY THE CITY CLERK'S OFFICE AS OF WEDNESDAY, FEBRUARY 2, 2022: Transfer Type: D1 D2 D3 To: J and J Group LLC 30 S Young St Columbus OH 43215 From: Strata 33 Investments LLC 30 S Young St Columbus OH 43215 Permit #4263350 Transfer Type: D5 To: Alley Burger LLC 26 N High St Columbus OH 43215 From: Hand W Final Phase LLC 1716 Stelzer Rd Mifflin Twp Columbus OH 43219 Permit #0125748 Transfer Type: C1 C2 To: 786 E Whittier Street Inc 786 E Whittier St Columbus OH 43206 From: Laith & Zain Inc 786 E Whittier St Columbus OH 43206 Permit #7867750 Transfer Type: D1 D2 D3 D6 To: Dempseys Food & Spirits LLC DBA Dempseys Food & Spirits 1st Fl & Bsmt & Patio 346 S High St Columbus OH 43215 From: MD Management LLC DBA Dempseys 1st Fl & Bsmt & Patio 346 S High St Columbus OH 43215 Permit #2051195 Transfer Type: C1 C2 To: 3020 Livingston Corp 3020 E Livingston Ave Columbus OH 43209 From: Laxmi Vinayaka LLC 3020 E Livingston Ave Columbus OH 43209 Permit #8922640 Transfer Type: D5 D6 To: BCMFD LLC DBA Starr Bar 2222 W Henderson Rd Columbus OH 43214 From: Laurwood Inc 2222 W Henderson Rd Columbus OH 43214 Permit #0445285 New Type: D2 To: Idika LLC DBA Spice9 8631 Sancus Blvd Columbus OH 43240 Permit #4127855 Transfer Type: D5 D6 To: Milestone Restaurant Inc DBA Ichiban Japanese Steakhouse 2960 S Hamilton Rd Columbus OH 43232 From: Restaurant Portfolios LLC DBA Ichiban Japanese Steakhouse 2960 S Hamilton Rd Columbus OH 43232 Permit #5950037 New Type: D5 To: LNS Restaraunts LLC & Patio 268 S Fourth St Columbus OH 43215 Permit #5244937 Advertise Date: 2/12/22 Agenda Date: 2/7/22 Return Date: 2/17/22

    Feb 2, 2022

    ·Columbus, OH
    Proposal
    Source
  • 2021 Annual Comprehensive Financial Report

    Palmerton, PA
    Budget

    The Pennsylvania Municipal Retirement System's 2021 Annual Comprehensive Financial Report documents the fiduciary net position, investment performance, and financial activities of the pension system for fiscal years 2021 and 2020. The report includes financial statements, independent auditor's report, management's discussion and analysis, investment summaries showing portfolio distribution and rates of return, and actuarial information covering plan provisions and pension contributions. The document serves as the official accounting of the system's assets, liabilities, and administrative and investment expenses under the leadership of Chairman Barry L. Sherman and CEO Timothy A. Reese.

    AI summary

    pension systemfinancial reportinvestment performancemunicipal retirement
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  • Tampa

    Tampa, FL
    Agenda

    This is an agenda for the Tampa Board of Trustees Regular Meeting scheduled for July 19, 2022, at 1:30 p.m., chaired by Stephen Hill. The meeting will include presentations from U.S. Large Cap investment managers (Dodge & Cox and Loomis Sayles), a portfolio performance review for June 2022, consideration of liquidity needs, and approval of motions regarding disability policy revision, a retirement disability claim review, and board travel policy updates. The meeting will be held at the Julian B Lane Conference Room in Tampa, Florida, with options for remote participation via video conference or phone.

    AI summary

    board meetinginvestment portfoliodisability policytravel policyretirement benefits
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  • 2021 Annual Comprehensive Financial Report

    Carbondale, PA
    Budget

    The Pennsylvania Municipal Retirement System's 2021 Annual Comprehensive Financial Report presents a complete overview of the pension system's financial performance for fiscal years 2020 and 2021, covering financial statements, investment activity, actuarial analysis, and administrative operations. The report includes an independent auditor's assessment, management discussion and analysis, detailed financial statements showing fiduciary net position and changes, and supplementary schedules documenting administrative expenses, investment expenses, and pension contributions. The document also outlines the system's investment guidelines, asset allocation strategy, and portfolio performance for the reporting period.

    AI summary

    pension systemfinancial reportinvestment performancemunicipal retirementactuarial analysis
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  • FINANCIAL AUDIT ________________ Commonwealth of Pennsylvania

    Harrisburg, PA
    Budget

    The Pennsylvania Treasury Department's financial audit of the INVEST Program for Local Governments as of December 31, 2024, provides an overview of the state's diversified investment portfolio designed for local governments, counties, school districts, and other qualifying entities. The INVEST program operates two pools—the INVEST Daily Pool and INVEST Community Pool—with no minimum balance requirements, investment terms, or transaction sizes, offering a low-cost, liquid investment mechanism managed by the Treasury Department. The audit document includes financial statements, fiduciary net position reports, management's discussion and analysis, and notes to the financial statements for the fiscal year ended December 31, 2024.

    AI summary

    financial auditinvestment programlocal government finances
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  • Agenda Tampa Fire & Police Pension Board

    Tampa, FL
    Agenda

    The Tampa Fire & Police Pension Board agenda for April 22, 2026 includes approval of prior meeting minutes, ratification of pension benefits, and admission of 18 new Tampa Fire Rescue hires to the pension fund contingent on medical clearance and provider documentation. An investment management presentation will be provided showing a portfolio market value of $3,545,140,513.75 with a 6.8% return for the quarter ended March 31, 2026, along with approval of legal services billing totaling approximately $8,150 for March 2026.

    AI summary

    pension benefitsfire rescueinvestment managementlegal services
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  • FINANCIAL AUDIT ________________ Commonwealth of Pennsylvania

    York, PA
    Budget

    The Pennsylvania Treasury Department's financial audit of the INVEST Program for Local Governments as of December 31, 2024, documents a diversified investment portfolio available to local government entities across the Commonwealth, including counties, municipalities, school districts, and other public institutions. The INVEST program operates two pools—INVEST Daily Pool and INVEST Community Pool—with no minimum balance requirements, investment terms, or transaction sizes, designed to provide low-cost, liquid investment options with emphasis on security and prudent management. The audit report includes financial statements, management discussion and analysis, and detailed notes covering the fiduciary position and operations of both investment pools.

    AI summary

    financial auditinvestment programlocal governmenttreasurybudget management
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  • Ky

    Lexington, KY
    Budget

    NULL The document is a technical asset listing from the Teachers Retirement System of Kentucky's investment portfolio as of June 30, 2025. It displays holdings in alternative credit and private equity funds with original costs and market values, but lacks budgetary information, appropriations, expenditures, revenue projections, or policy decisions that would constitute a government budget document suitable for public transparency comparison.

    AI summary

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