IMF Archives: Finding Aids
Office of the Managing Director Records
OMDIV Investment Office
INV Investment Office Subject Files
Date(s): 1972-1992 |
Content and structure
Scope and content: Series consists of subject files maintained by the Investment Office, which consists of general and legal files related to the Staff Retirement Fund investment advisors. Advisors include: Athena Management; Delphi Management; Geewax and Terker; New Amsterdam Partners; Northern Trust Co.; and T. Rowe Price.
This series also includes general Investment Committee files on matching, real estate and tax replies. Files contain correspondence, memoranda and contracts with advisors.
Arranged alphabetically.
File 1/1 | American National Bank and Trust Company of Chicago: General. — 1987 |
File 1/2 | American National Bank and Trust Company of Chicago: Legal. — 1986-1987 |
File 1/3 | Athena Management Company: General. — 1986-1989 |
File 1/4 | Athena Management Company: Legal. — 1986-1989 |
File 1/5 | Athena Management Company: Assets. — 1989 |
File 1/6 | Athena Management Company: Transactions. — 1989 |
File 1/7 | Athena Management Company: Reports. — 1986-1987 |
File 2/1 | Chase Investors Management: [Correspondence]. — 1977-1981 |
File 2/2 | Chase Manhattan Bank: [Correspondence]. — 1984-1986 |
File 2/3 | Chase Manhattan Bank: Legal. — 1987-1988 |
File 2/4 | Chase Manhattan Bank: General. — 1987-1988 |
File 2/5 | Delphi Management Inc: Legal. — 1984-1987 |
File 2/6 | Delphi Management Inc: Legal. — 1989-1990 |
File 2/7 | Delphi Management Inc: General. — 1984-1987 |
File 2/8 | Delphi Management Inc: General. — 1989-1992 |
File 3/1 | [Endowment Management and Research Corporation]. — 1981 |
File 3/2 | Geewax, Terker and Company: General. — 1984-1991 |
File 3/3 | Geewax, Terker and Company: Legal. — 1985-1991 |
File 3/4 | Geewax, Terker and Company: [Correspondence]. — 1984-1986 |
File 3/5 | Global Fixed Income Advisors: Legal. — 1991 |
File 3/6 | Global Fixed Income Advisors: General. — 1991 |
File 4/1 | Investment Committee: International Diversification. — 1979-1980 |
File 4/2 | Investment Committee: Real Estate. — 1979-1983 |
File 4/3 | Investment Committee: [Matching: Staff Retirement Plan]. — 1972-1973 |
File 4/4 | Investment Committee: Schedules of Security Holdings. — 1976-1977 |
File 4/5 | Investment Committee: Miscellaneous. — 1975-1976 |
File 4/6 | Lynch and Mayer: General. — 1984-1987 |
File 4/7 | Endowment Management and Research Corporation. — 1977-1984 |
File 4/8 | Lynch and Mayer: [Correspondence]. — 1983-1986 |
File 5/1 | Lynch and Mayer: Legal. — 1983-1987 |
File 5/2 | Master Custodian: Appointment. — 1980-1981 |
File 5/2 | Lynch and Mayer: Reports. — 1986 |
File 5/4 | Merrill Lynch International Asset Management: [Correspondence]. — 1984 |
File 5/5 | Merrill Lynch International Asset Management: General. — 1988-1989 |
File 5/6 | Merrill Lynch International Asset Management: General. — 1990 |
File 5/7 | Merrill Lynch International Asset Management: Legal. — 1987-1990 |
File 5/8 | Morgan Guaranty Trust of London. — 1980-1982 |
File 6/1 | J P Morgan Investment Management: General. — 1983-1985 |
File 6/2 | J P Morgan Investment Management: General. — 1986-1987 |
File 6/3 | J P Morgan Investment Management: Legal. — 1987 |
File 6/4 | New Amsterdam Partners (Equities): General. — 1987-1989 |
File 6/5 | New Amsterdam Partners (Equities): Legal. — 1986-1987 |
File 6/6 | New Amsterdam Partners (TAA): General. — 1988-1989 |
File 6/7 | New Amsterdam Partners (TAA): Legal. — 1988-1989 |
File 6/8 | Northern Trust Company (Manager): General. — 1986-1988 |
File 7/1 | Northern Trust Company: Legal. — 1986-1988 |
File 7/2 | Pacific Financial Research: General. — 1987-1991 |
File 7/3 | Pacific Financial Research: Legal. — 1986-1990 |
File 7/4 | Pacific Financial Research and Portfolio Appraisal. — 1990 |
File 7/5 | Performance: Staff Retirement Fund: Miscellaneous Tables, Rates of Return. — 1981-1982 |
File 7/6 | Prospect Advisors: General. — 1987-1988 |
File 7/7 | Prospect Advisors. — 1987-1988 |
File 8/1 | State Street Research Management Co: General. — 1981-1986 |
File 8/2 | State Street Research Management Co: Legal. — 1979-1986 |
File 8/3 | Steinberg Asset Management Co: General. — 1989-1991 |
File 8/4 | Steinberg Asset Management Co: Legal. — 1989-1990 |
File 8/5 | T. Rowe Price and Associates: General. — 1982-1987 |
File 8/6 | T. Rowe Price and Associates: Legal. — 1981-1987 |
File 8/7 | Tax Exemption Replies. — 1980-1986 |
File 8/8 | Trust Company of the West: High Yield: General. — 1990-1991 |
File 8/9 | Trust Company of the West: High Yield: Legal. — 1990-1992 |
File 8/10 | Wood, MacKenzie & Co: Correspondence. — 1980-1982 |
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