CONTRACTAMENDED

Western Asset Allocation Trimmed to Fund PIMCO

City of Rockville logoCity of Rockville
Document date
May 19, 2023

The 30-second brief

What it covers

Western Asset’s fixed income mandate for the Retiree Benefit Trust will be partially reallocated to fund the new PIMCO All Asset investment, following Board concerns about lagging performance. Western Asset continues to manage remaining fixed income assets.

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
May 19, 2023
Source document
City of Rockville Retirement Board Agenda 2023-05-19 (Agenda)

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 May 19, 2023.

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 Rockville Retirement Board Agenda 2023-05-19 (Agenda), dated May 19, 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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