Board Ends Templeton Investment Management Contract
City of OcalaCity · Ocala, FL- Document date
- Jun 1, 2020
The 30-second brief
The pension fund’s consultant informed the Board that Templeton’s investment management mandate has been terminated due to underperformance. The plan is restructuring its manager lineup and reallocating assets.
TEMPLETON holds this financial services contract with City of Ocala. Its other public contracts on record include work for Town of Winchendon and Argyle Isd.
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Contract details
- Contract type
- Financial Services
- Document date
- June 1, 2020
- Vendor
- TEMPLETON
- Agency
- City of Ocala
- Source document
- general_employees_pension_board_of_trustees_agenda.pdf (Agenda)
TEMPLETON's other public contracts
More City of Ocala contracts
Questions about this contract
Who was awarded the financial services contract by City of Ocala?
TEMPLETON was awarded this financial services contract by City of Ocala, as recorded on June 1, 2020.
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 general_employees_pension_board_of_trustees_agenda.pdf (Agenda), dated June 1, 2020 from City of Ocala. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
What other contracts does TEMPLETON hold?
TEMPLETON 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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