CONTRACTONGOING

Mariner Institutional Initiates $4 Million Portfolio Rebalance

Erie Co Empl Retirement System
Disclosed value
$4 million total ($2 million each from Allspring and Emerald portfolios)
From report
Document date
Mar 31, 2026
Term
March 2026 portfolio rebalance

The 30-second brief

What it covers

Mariner Institutional initiated $4 million in portfolio sales for the Erie County Employees Retirement Plan in March 2026. The transaction rebalanced small-cap exposure and left proceeds in the Cash Disbursement account.

Who holds it

Mariner Institutional holds this financial services contract with Erie Co Empl Retirement System. Its other public contracts on record include work for Port Orange Police Department and Liberty village.

What happens next

Term as filed: March 2026 portfolio rebalance.

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Contract details

Contract type
Financial Services
Amount
$4 million total ($2 million each from Allspring and Emerald portfolios)
Document date
March 31, 2026
Term
March 2026 portfolio rebalance
Source document
Erie County Report Investment Performance Review 2026-03-31 (Report)

Mariner Institutional's other public contracts

More Erie Co Empl Retirement System contracts

Questions about this contract

Who was awarded the financial services contract by Erie Co Empl Retirement System?

Mariner Institutional was awarded this financial services contract by Erie Co Empl Retirement System, as recorded on March 31, 2026. The contract value is $4 million total ($2 million each from Allspring and Emerald portfolios).

How much is the Mariner Institutional contract with Erie Co Empl Retirement System worth?

The Mariner Institutional contract with Erie Co Empl Retirement System is valued at $4 million total ($2 million each from Allspring and Emerald portfolios), covering financial services work.

What type of contract is this?

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

Where was this contract approved?

This contract appears in Erie County Report Investment Performance Review 2026-03-31 (Report), dated March 31, 2026 from Erie Co Empl Retirement System. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

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What other contracts does Mariner Institutional hold?

Mariner Institutional 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 Erie Co Empl Retirement System currently buying?

Explore Erie Co Empl Retirement System's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

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