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ClearBridge presents portfolio performance review to Board

City of Sarasota logoCity of Sarasota
Document date
Mar 27, 2025

The 30-second brief

What it covers

ClearBridge Investments provided a performance review as of December 31, 2024, highlighting portfolio strategies and sector allocations. The review covered portfolio returns, key contributors, and adjustments in investment positions.

Who holds it

Clearbridge Investments holds this investment performance review contract with City of Sarasota. Its other public contracts on record include work for Kentucky Public Pensions Authority | Commonwealth of Kentucky and City of Boynton Beach.

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Contract details

Contract type
Investment Performance Review
Document date
March 27, 2025
Term
NA
Vendor
Clearbridge Investments
Agency
City of Sarasota
Source document
city-of-sarasota-meeting-minutes-2025-03-27_54e.pdf (Meeting Minutes)

Clearbridge Investments's other public contracts

Kentucky Public Pensions Authority | Commonwealth of Kentucky, KentuckyCERS Approves ClearBridge Portfolio Management Transfer · Jun 8, 2026UndisclosedKentucky Public Pensions Authority | Commonwealth of Kentucky, KentuckyCERS Ratifies ClearBridge International Equity Management · May 11, 2026UndisclosedCity of Boynton Beach, FloridaPension Fund Pays Clearbridge Investment Management Fees · Mar 12, 2025$25.9KCity of Newport, TennesseeClearBridge Investments Replaced as Small Cap Manager · Dec 31, 2024UndisclosedCity of North Miami Beach, Floridanorth-miami-beach-agenda-2024-02-28-pdf_8fd.pdf · Feb 28, 2024$10.7KAll Clearbridge Investments contractsVendor profile

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Questions about this contract

Who was awarded the investment performance review contract by City of Sarasota?

Clearbridge Investments was awarded this investment performance review contract by City of Sarasota, as recorded on March 27, 2025.

What type of contract is this?

This is a Investment Performance Review contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in city-of-sarasota-meeting-minutes-2025-03-27_54e.pdf (Meeting Minutes), dated March 27, 2025 from City of Sarasota. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Clearbridge Investments hold?

Clearbridge Investments may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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