Skip to main content

Retirement System

Investment management for the City employees' pension fund

Original title: “Investment Management Services”

$1.5M
paid on this contract in FY2024
$11.1M paid so far, of $75.0M agreed · runs to June 2033
February 21, 2018June 30, 2033
running

Paid to

Van Berkom and Associates Inc.prime contractor$11.1M

Paid from, FY2024

The fund tells which City account paid. Enterprise funds (Airport, Muni, Water…) are mostly paid from their own fees, fares and rents; the General Fund is mostly local taxes. The fund does not say where the money first came from.

Pension and employee benefit trust fund · operating100%$1.5M

Paid year by year, FY2019–FY2024

$1.7M in FY2019 · $2.4M in FY2022 (the highest) · $1.5M in FY2024

Click a year to see its amount.

Type and award

Contract type: Rents and other non-purchase agreements

Award: No purchasing authority in legacy system

Next contract in this departmentInvestment management for the City employees' pension fund4th of 56 active contracts in this department by amount agreed$70.0M

Contract 1000010386 · Source: Supplier Contracts · every payment on this contract