File #: 14-6251    Version: 1 Name:
Type: Investments Status: Passed
File created: 5/24/2023 In control: Police & Fire Department Retirement Plan and Health Care Trust
On agenda: 6/1/2023 Final action: 6/1/2023
Title: Discussion and action to add funds for one year of additional services to the following investment related subscription agreements: * BCA Research (NTE $14,300) * Burgis (NTE $20,000) * Bloomberg Finance (NTE $155,000) * Bloomberg Index Service (NTE $15,000) * eVestment (NTE $27,000) * JP Morgan Index (NTE $12,000) * Pitchbook (NTE $30,000) All cost shared 50/50 with the Federated Plan
Attachments: 1. 2g - PF Subscriptions Renewals FY23-24 .pdf

Title

Discussion and action to add funds for one year of additional services to the following investment related subscription agreements:

•                     BCA Research (NTE $14,300)

•                     Burgis (NTE $20,000)

•                     Bloomberg Finance (NTE $155,000)

•                     Bloomberg Index Service (NTE $15,000)

•                     eVestment (NTE $27,000)

•                     JP Morgan Index (NTE $12,000)

•                     Pitchbook (NTE $30,000)

All cost shared 50/50 with the Federated Plan