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city-of-melbourne-general-employees-pension-plan-portfolio_d87.pdf

Pension Plan Maintains Dana Investment Advisors as Portfolio Manager

City of MelbourneDANA INVESTMENT ADVISORS INCMarch 31, 2025

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The City of Melbourne General Employees Pension Plan continues its ongoing contract with Dana Investment Advisors, Inc. for large cap equity investment management as of March 31, 2025. Dana provides professional portfolio and financial advisory services on a discretionary basis.

Contract Details

Vendor

DANA INVESTMENT ADVISORS INC

Agency

City of Melbourne, FL

Contract Type

FINANCIAL_SERVICES

Document Date

March 31, 2025

Contract Term

As of March 31, 2025; inception July 9, 2015; ongoing

Renewal Info

Contract is ongoing and subject to the terms and renewal options specified in the signed agreement; renewal or termination dependent on board direction and agreement terms.

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