Board Reviews Aristotle Asset Management Equity Mandates

The Plymouth Retirement Board will review performance of Value Equity and International Equity portfolios managed by Aristotle Asset Management through July 31, 2026, with firm representatives addressing recent underperformance. This reflects an ongoing investment management mandate for the retirement fund.

Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Contract term

Ongoing investment management, performance review through July 31, 2026

Renewal

Ongoing external investment management relationship; specific contract term length, fee schedule, or renewal provisions are not detailed in the agenda.

Document type

Agenda

Source document

Plymouth Retirement Board Agenda 2026-08-21

Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by Town of Plymouth?

Aristotle Asset Management was awarded this financial services contract by Town of Plymouth, as recorded on August 20, 2026.

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 Plymouth Retirement Board Agenda 2026-08-21 (Agenda), dated August 20, 2026 from Town of Plymouth. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Aristotle Asset Management hold?

Aristotle Asset Management 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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