Western Asset Allocation Trimmed to Fund PIMCO
- Document date
- May 19, 2023
The 30-second brief
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.
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
- Vendor
- Western Asset
- Agency
- City of Rockville
- 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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What is City of Rockville currently buying?
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