CONTRACTRECOMMENDED

Mariner Recommends $5 Million Portfolio Reallocation

Disclosed value: $5,000,000; From report
Document date: Jun 30, 2026
Term: Recommendation as of June 30, 2026

What it covers

Mariner Institutional recommended a $5 million portfolio reallocation for the Erie County Employees Retirement Plan. The proposal would sell Emerald Small Cap Growth and invest the proceeds in Boyd Watterson Fixed Income to restore policy-range compliance.

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 City of Vero Beach and City of Farmington Hills.

What happens next

Term as filed: Recommendation as of June 30, 2026.

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Contract details

Contract type: Financial Services
Amount: $5,000,000
Document date: June 30, 2026
Term: Recommendation as of June 30, 2026
Vendor: Mariner Institutional
Agency: Erie Co Empl Retirement System
Source document: Erie County Report Investment Performance Review Period Ending June 30, 2026 (Report)

Mariner Institutional's other public contracts

City of Vero Beach, FloridaRetirement Fund Continues Investment Consulting With Mariner · Nov 3, 2026Undisclosed City of Vero Beach, FloridaRetirement Fund Approves Higher Three-Year Mariner Fee · Nov 3, 2026 City of Farmington Hills, MichiganMariner Institutional to Present Quarterly Investment Results · Nov 3, 2026Undisclosed Ocoee Police Department, FloridaMariner Institutional to Report on Pension Investments · Oct 30, 2026Undisclosed Lakeland Fire Department, FloridaMariner Institutional Continues Pension Investment Consulting · Oct 29, 2026Undisclosed All Mariner Institutional contractsVendor profile

More Erie Co Empl Retirement System contracts

Boyd Watterson Fixed Income$22 Million Transferred to Boyd Watterson Fixed Income · Jun 30, 2026$22M Adams Street Co-invest VAdams Street Co-Invest V Issues Capital Call · Jun 30, 2026Undisclosed Emerald Small Cap GrowthMariner Recommends Selling $5 Million Emerald Position · Jun 30, 2026$5M Boyd Watterson Fixed IncomeBoyd Watterson Receives Recommended $5 Million Investment · Jun 30, 2026$5M Hamilton Lane Secondary ViHamilton Lane Secondary VI Issues Capital Call · Jun 30, 2026Undisclosed All Erie Co Empl Retirement System activityAgency profile

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 June 30, 2026. The contract value is $5,000,000.

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 $5,000,000, 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 Period Ending June 30, 2026 (Report), dated June 30, 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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