FINANCIAL_SERVICESONGOING

Advent Oversees Convertible Securities Mandate

Advent continues to manage a convertible securities SMA for the retirement plan, with half the mandate transitioned to an index product in 2024. The advisor reports solid multi-year performance and plans a site visit to Advent in July.

Status
ONGOING
Document date
August 3, 2026
Contract type
FINANCIAL_SERVICES
Vendor
Advent Convertibles Securities (sma)
Agency
City of Kissimmee · FL

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WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
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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
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IANS Research logo

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Renewal
The SMA is an ongoing mandate; recent partial reallocation to index product suggests active management of the relationship, but no formal renewal dates are specified.
Document type
Agenda
Source document
City of Kissimmee Fire Pension Board Meeting Agenda 2026-08-04

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Kissimmee?

Advent Convertibles Securities (sma) was awarded this financial services contract by City of Kissimmee, as recorded on August 3, 2026.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Kissimmee Fire Pension Board Meeting Agenda 2026-08-04 (Agenda), dated August 3, 2026 from City of Kissimmee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Advent Convertibles Securities (sma) hold?

Advent Convertibles Securities (sma) may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

View Advent Convertibles Securities (sma)'s profile

What is City of Kissimmee currently buying?

Explore City of Kissimmee's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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