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Putnam US Core Equity Joins Pension Portfolio as Sub-Advisor

Town of Walnut Creek logoTown of Walnut Creek
Document date
Dec 31, 2024
Term
Since December 1, 2024; actively ongoing

The 30-second brief

What it covers

Putnam US Core Equity has been engaged as a portfolio sleeve manager for the pension’s domestic equity allocation under the First American Multi-Manager Domestic Equity Fund effective December 2024.

Who holds it

Putnam Us Core Equity holds this financial services contract with Town of Walnut Creek. Its other public contracts on record include work for Town of Abington and City of Roseville.

What happens next

Term as filed: Since December 1, 2024; actively ongoing.

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Contract details

Contract type
Financial Services
Document date
December 31, 2024
Term
Since December 1, 2024; actively ongoing
Vendor
Putnam Us Core Equity
Agency
Town of Walnut Creek
Source document
town-of-walnut-creekreport-2024-12-31_864.pdf (Report)

Putnam Us Core Equity's other public contracts

Town of Abington, PennsylvaniaPutnam manages U.S. core equity sleeve in pension fund · May 20, 2026UndisclosedCity of Roseville, CaliforniaPutnam US Core Equity Manages Portion of OPEB Trust Portfolio · Mar 3, 2026UndisclosedTown of Abington, PennsylvaniaPensions Add Putnam US Core Equity Sleeve · Feb 25, 2026UndisclosedTown of West Abington, PennsylvaniaPutnam US Core Equity Fund Helps Diversify Pension Portfolios · Dec 31, 2025UndisclosedTown of Abington, PennsylvaniaPutnam Added as Core U.S. Equity Manager in Pensions · Aug 20, 2025UndisclosedAll Putnam Us Core Equity contractsVendor profile

More Town of Walnut Creek contracts

Downtown Parking FundDowntown Streetscape and Meter Upgrades Funded · Jan 1, 2026$400KGeneral Fund (Maintenance), In-lieu Parkland FundPark and Open Space Maintenance Funded to 2035 · Jan 1, 2026$5.4MGeneral Fund (Maintenance)Parking Lot Maintenance Budgeted for FY2026–2035 · Jan 1, 2026$250KMeals on Wheels Diablo RegionMeals on Wheels Diablo Region base FY26 grant continued · Jan 1, 2026$8.3KContra Costa County Health ServicesAdditional Contra Costa County Health Services FY26 program funding · Jan 1, 2026$23.1KAll Town of Walnut Creek activityAgency profile

Questions about this contract

Who was awarded the financial services contract by Town of Walnut Creek?

Putnam Us Core Equity was awarded this financial services contract by Town of Walnut Creek, as recorded on December 31, 2024.

What type of contract is this?

This is a Financial Services contract, documented as a report record.

Where was this contract approved?

This contract appears in town-of-walnut-creekreport-2024-12-31_864.pdf (Report), dated December 31, 2024 from Town of Walnut Creek. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Putnam Us Core Equity hold?

Putnam Us Core Equity 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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