CONTRACTONGOING

Western Asset Fixed Income Reviewed for Retirement Plans

City of Rockville logoCity of Rockville
Document date
Feb 24, 2023

The 30-second brief

What it covers

Western Asset’s fixed income mandate for the City’s retirement plans showed improved quarterly performance but continues to trail its benchmark. The Retiree Benefit Trust will reallocate a portion of Western Asset holdings to fund a new multi-asset strategy.

Who holds it

Western Asset holds this financial services contract with City of Rockville. Its other public contracts on record include work for City of Sebastopol and City of Oklahoma.

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Contract details

Contract type
Financial Services
Document date
February 24, 2023
Source document
City of Rockville Retirement Board Meeting Minutes 2023-02-24 (Minutes)

Western Asset's other public contracts

More City of Rockville contracts

Questions about this contract

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

Western Asset was awarded this financial services contract by City of Rockville, as recorded on February 24, 2023.

What type of contract is this?

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

Where was this contract approved?

This contract appears in City of Rockville Retirement Board Meeting Minutes 2023-02-24 (Minutes), dated February 24, 2023 from City of Rockville. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Western Asset hold?

Western Asset 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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