Request #19-49
  Closed

As part of my research project I am collecting data of historical asset allocation and performance of various Employee Retirement System (ERS). We hope to write a research paper on performance of similar funds over time.

After going through the archive section on your website, I find the data to be available from 2000 onwards. It would be very helpful if I could gain access to your reports before that (say from 1990 onwards to 1999). This would be a very kind gesture if you could provide me this information. If you could redirect me to where this information would be available, I would try to get it immediately.


Received

July 11, 2019 via email


Departments

Employees Retirement System of RI

Documents

Public

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Staff

Point of Contact

Kara DiPaola

Request Published Public
August 23, 2019, 7:16pm
Request Closed   Hide Public

We write in response to your July 11, 2019 request for information pursuant to the Rhode Island Access to Public Records Act (APRA).  Your specific request is noted below along with our corresponding response. 

As part of my research project I am collecting data of historical asset allocation and performance of various Employee Retirement System (ERS). We hope to write a research paper on performance of similar funds over time.

After going through the archive section on your website, I find the data to be available from 2000 onwards. It would be very helpful if I could gain access to your reports before that (say from 1990 onwards to 1999).

Please see the SIC books from 1997-1999 at the following site http://data.treasury.ri.gov/organization/investments for information responsive to your request.  Also, please find attached a report of gross returns from 1984-2010.  Columns A-F of the report are gathered from SIC data, and columns H-M are calculations, which cannot be guaranteed. 

The remainder of the information you seek is not readily available and we estimate that it would require approximately 5 hours for search and retrieval of responsive documents and to complete analysis to determine what documents and/or portions of documents would be responsive to your request.  Pursuant to Rhode Island General Laws §38-2-4, we may charge $15.00 per hour (with the first hour free) for search, retrieval and analysis.  If you would like us to undertake this search and retrieval, kindly provide pre-payment in the amount of $60.00 (5 hours x $15.00 with the first hour free).  Please note the time in which our office has to respond to your request is tolled until payment is received.

Please be advised that payment does not guarantee that the records you have requested constitute public records (in whole or in part, i.e. redacted), but only authorizes this office to conduct a search, retrieval and analysis to determine if responsive records exist in whole or in part.  Should actual fees exceed the pre-payment estimate, this office will advise you and seek your authorization before continuing.  Should your pre-payment exceed actual review and analysis, you will, of course, be reimbursed. 

If you contend you have been denied access to public records, pursuant to Rhode Island General Laws §38-2-8, you may appeal this decision to Amy L. Crane, General Counsel for the Rhode Island General Treasurer’s Office, 50 Service Avenue, 2nd Floor, Warwick, RI 02886.  You may also file a complaint with the Department of the Attorney General, 150 South Main Street, Providence, RI 02903 or the Rhode Island Superior Court of the county where the records are maintained.

Additional information regarding the Access to Public Records Act may be found at http://www.riag.ri.gov/civil/opengovernment

Thank you for your interest in keeping government open and accountable to the public.

July 24, 2019, 4:22pm
Document(s) Released Public
ERSRI Gross Returns - Analysis Sheet - PE 12-31-2010.xlsx
July 24, 2019, 4:21pm
Department Assignment Public
Employees Retirement System of RI
July 11, 2019, 11:17am
Request Opened Public
Request received via email
July 11, 2019, 11:17am