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DiNapoli: Investment in Upstate Company Returns $33.8 Million to State Pension Fund
… Fund (Fund) received a $33.8 million return from its investment in Autotask, an IT company located near Albany, … P. DiNapoli. The Fund made nearly six times its original investment of $6 million, or a 25 percent internal rate of … the state pension fund, which made six times our original investment in Autotask,”said DiNapoli. “As part of the Fund’s …
https://www.osc.ny.gov/press/releases/2014/08/dinapoli-investment-upstate-company-returns-338-million-state-pension-fundXI.18.F The Iran Divestment Act of 2012 – XI. Procurement and Contract Management
… in some instances, subcontracts with “persons” engaged in investment activities in the energy sector of Iran. For … include certification by the contractor with respect to investment activities in Iran. According to the Act, a person engages in investment activities in Iran if the person provides goods or …
https://www.osc.ny.gov/state-agencies/gfo/chapter-xi/xi18f-iran-divestment-act-2012NY State Comptroller DiNapoli Doubles Low Emissions Index Investment to $4 Billion
… Fund's (Fund) low emissions equities index, doubling its investment. The Fund was the first public pension fund in the … the worldwide effort to build a lower carbon economy. Our investment decisions and our shareholder engagements are a … climate risk is key to protecting positive long-term investment returns," said the Fund's Chief Investment Officer …
https://www.osc.ny.gov/press/releases/2018/01/ny-state-comptroller-dinapoli-doubles-low-emissions-index-investment-4-billionOpinion 94-15
… private sources in the form of gift, grant or bequest, the investment of which is not otherwise provided for by law, … Whether particular provisions in the school district's investment policies, enacted pursuant to General Municipal … provisions of General Municipal Law, §11 pertaining to the investment of funds by a local government. You also ask …
https://www.osc.ny.gov/legal-opinions/opinion-94-15Buffalo Business Delivers $9 Million Investment Gain To The State Pension Fund
… located in Buffalo, has generated an estimated $9 million investment gain for the New York State Common Retirement … State Comptroller Thomas P. DiNapoli announced today. The investment was made through the Fund’s In-State Private … investments in New York State-based companies. “This investment in AccuMED is further proof that the In-State …
https://www.osc.ny.gov/press/releases/2014/12/buffalo-business-delivers-9-million-investment-gain-state-pension-fundDiNapoli: Contribute to 529 College Savings Account by Dec. 31 for Tax Benefits
… education. New York's 529 College Savings Program is an investment tool designed to help parents save for college. … obtaining a college education continues to rise." Six new investment portfolios have been added to the Direct Plan's … the beneficiary nears college age. In addition to the new investment options, program fees were reduced in September. …
https://www.osc.ny.gov/press/releases/2017/12/dinapoli-contribute-529-college-savings-account-dec-31-tax-benefitsOversight of Select High-Technology Projects
… other payments and with certain requirements for private investment and creating high-tech or other jobs. … of jobs and generate billions of dollars in private investment. Since 2013, ESD has approved $2.2 billion for … through SUNY Poly and the Buffalo Billion initiative (an investment announced in 2012 for the Buffalo area economy to …
https://www.osc.ny.gov/state-agencies/audits/2020/08/21/oversight-select-high-technology-projectsDiNapoli: NYS Pension Fund Commits $50 Million to NY Small Business Investment Fund
… pension fund’s $50 million commitment provided the anchor investment in the New York Small Business Investment Company (SBIC) Fund II L.P., managed by Hamilton … the New York SBIC Fund I, launched in 2015, also with an investment of $50 million from the pension fund. The fund …
https://www.osc.ny.gov/press/releases/2023/11/dinapoli-nys-pension-fund-commits-50-million-ny-small-business-investment-fundDiNapoli Appoints Navyug Patel Deputy Chief Investment Officer of the New York State Common Retirement Fund
… his appointment of Navyug “Nav” Patel as deputy chief investment officer of the New York State Common Retirement … deputy CIO since July 2018. “Nav Patel brought a wealth of investment skills to the New York State Common Retirement … beneficiaries.” “Nav is a valued partner to me in our investment process,” Anastasia Titarchuk, the Fund’s Chief …
https://www.osc.ny.gov/press/releases/2020/08/dinapoli-appoints-navyug-patel-deputy-chief-investment-officer-new-york-state-common-retirement-fundDiNapoli Announces Improvements to College Savings Plan to Save Money for College
… New York's 529 College Savings Program will offer more investment options, lower costs, raise the maximum allowable … Program can help offset some of those costs." Six new investment portfolios are being added to the Direct Plan's … in the plan's brochure here . In addition to the new investment options, DiNapoli said program fees will be …
https://www.osc.ny.gov/press/releases/2017/09/dinapoli-announces-improvements-college-savings-plan-save-money-collegePublic Equities
… Email: Cesar Gonzales, [email protected] Leading Edge Investment Advisors (U.S. Small Cap Equity) Public Equity … Partners Firm assets of $4 billion or less at time of CRF investment Registered investment advisor Please also refer to additional …
https://www.osc.ny.gov/common-retirement-fund/emerging-manager/public-equityOpinion 92-47
… in the opinion. COUNTIES -- Powers and Duties (deposit and investment of E911 surcharge moneys) MUNICIPAL FUNDS -- Accounting (crediting interest earned on investment of E911 surcharge moneys); (need to establish … -- Deposits and Investments (disposition of interest on investment of E911 surcharge moneys); (of E911 surcharge …
https://www.osc.ny.gov/legal-opinions/opinion-92-47DiNapoli Announces $15 Million Investment in Northern Ireland
… Fund, and is part of an estimated $30 million anticipated investment in Northern Ireland. “We’ve found a dynamic … York State Common Retirement Fund with a solid return on investment,” DiNapoli said. “Northern Ireland has the young, … economic growth that is critical to our international investment strategy. This partnership will benefit our …
https://www.osc.ny.gov/press/releases/2014/03/dinapoli-announces-15-million-investment-northern-irelandState Comptroller DiNapoli Releases Municipal & School Audits
… town revenues. Pembroke Central School District – Investment Program (Genesee County) District officials did not develop and manage a comprehensive investment program. From Jan. 1, 2022 through April 30, 2023, the district earned investment earnings totaling over $153,000 from money on …
https://www.osc.ny.gov/press/releases/2024/05/state-comptroller-dinapoli-releases-municipal-school-auditsNY State Comptroller Announces Appointment of Emerging Managers Director
… and the skill set needed to continue attracting innovative investment perspectives that earn solid returns, while … its role as a pathway to growth for smaller and diverse investment managers.” The Fund’s Emerging Manager Program … and women-owned business entities) conference to give investment professionals the opportunity to gain a better …
https://www.osc.ny.gov/press/releases/2024/02/ny-state-comptroller-announces-appointment-emerging-managers-directorNYS Common Retirement Fund Announces First Quarter Results
… Year 2018-2019 was $209.2 billion, based on a 1.53 percent investment return over the three-month period ending June 30, … is designed and prudently managed to provide sustainable investment returns over the long-term, that means adjusting … real assets (2.0 percent). DiNapoli initiated quarterly investment performance reporting in 2009 as part of his …
https://www.osc.ny.gov/press/releases/2018/08/nys-common-retirement-fund-announces-first-quarter-resultsNYS Common Retirement Fund Reports Third Quarter Results
… market volatility and provide sustainable, long-term investment returns." The Fund's estimated value reflects … alternatives (4.1 percent). DiNapoli initiated quarterly investment performance reporting in 2009 as part of his … over three months and reflect a fraction of the annual investment return. The Fund’s investment returns were 1.53 …
https://www.osc.ny.gov/press/releases/2019/02/nys-common-retirement-fund-reports-third-quarter-resultsInvestment of Retirement Funds
… Legislative Program Legislative Session 2021-2022: Investment of Retirement Funds – S.9051 (Jackson) – Permits investment of retirement funds in mortgages guaranteed by New … and community renewal. Memo Bill Text Status … Permits investment of retirement funds in mortgages guaranteed by New …
https://www.osc.ny.gov/legislation/investment-retirement-fundsWeekly Investment Plan
… age, then see how large a retirement account your weekly investment can grow into by age 65* Weekly Investment Plan Calculator Weekly Investment Age $5 $10 $25 $50 $75 $100 18 103,716 207,431 …
https://www.osc.ny.gov/retirement/resources/weekly-investment-planGroton Central School District – Cash Management (2020M-124)
… Official did not: Develop and manage a comprehensive investment program or comply with the District’s Board of Education’s (Board) investment policy. Solicit interest rate quotes to maximize … cash flow forecasts that estimate available funds for investment. Ensure available funds are invested, within legal …
https://www.osc.ny.gov/local-government/audits/school-district/2021/01/29/groton-central-school-district-cash-management-2020m-124