CONTRACTAPPROVED

City of Kissimmee Awards Financial Services Contract to Eaton Vance (May 2024)

Disclosed value: $3,000,000 (additional asset allocation); From meeting minutes
Approved: May 23, 2024

What it covers

The Board authorized a $3 million transfer to the Eaton Vance account, increasing the manager’s allocation within the pension fund as part of a broader domestic equity rebalancing strategy. The change aligns holdings with policy targets.

Who holds it

Eaton Vance holds this financial services contract with City of Kissimmee. Its other public contracts on record include work for Lancaster County and Central Oklahoma Master Conservancy District.

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Contract details

Contract type: Financial Services
Amount: $3,000,000 (additional asset allocation)
Document date: May 23, 2024
Vendor: Eaton Vance
Agency: City of Kissimmee
Source document: city-of-kissimmee-meeting-minutes-2024-05-23_d7e.pdf (Meeting Minutes)

Eaton Vance's other public contracts

Lancaster County, NebraskaLancaster County Terminates Eaton Vance Pension Engagement · Sep 24, 2026Undisclosed Central Oklahoma Master Conservancy District, OklahomaEaton Vance Short Duration Govt Income Fund Held as Investment · Mar 5, 2026Undisclosed Town of Tredyffrin, PennsylvaniaTrustees Discuss Eaton Vance Growth Investment Strategy · Dec 4, 2025Undisclosed Massachusetts Pension Reserves Investment Management Board | Commonwealth of Massachusetts, MassachusettsPRIM Budgets Eaton Vance Bank-Loan Fees · May 22, 2025$251K City of Worcester, MassachusettsEaton Vance EM Debt Strategy Under Review · Feb 20, 2025Undisclosed All Eaton Vance contractsVendor profile

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Questions about this contract

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

Eaton Vance was awarded this financial services contract by City of Kissimmee, as recorded on May 23, 2024. The contract value is $3,000,000 (additional asset allocation).

How much is the Eaton Vance contract with City of Kissimmee worth?

The Eaton Vance contract with City of Kissimmee is valued at $3,000,000 (additional asset allocation), covering financial services work.

What type of contract is this?

This is a Financial Services contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in city-of-kissimmee-meeting-minutes-2024-05-23_d7e.pdf (Meeting Minutes), dated May 23, 2024 from City of Kissimmee. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Eaton Vance hold?

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