Release of the data in these monthly reports would give other investment managers info relating to investments and liquidations that might stop the Oregon Investment Council from getting the most effective return for these funds. The exemption lasts only until ninety days after the top of the calendar quarter, which reflects the State Treasurer’s practice prior to the enactment of this exemption.

The net internal price of return of every privately placed funding fund since inception of the fund. The dollar quantity, on a fiscal year-end basis, of the remaining worth of belongings in a privately positioned funding fund attributable to an funding by the State Treasurer, the Oregon Investment Council, the Oregon Growth Board or the brokers of the treasurer, council or board. The dollar quantity, on a fiscal year-end foundation, of cash distributions acquired by the State Treasurer, the Oregon Investment Council, the Oregon Growth Board or the brokers of the treasurer, council or board from every privately positioned funding fund. The dollar amount of money contributions made to each privately placed funding fund since inception of the fund.

Sensitive enterprise records or monetary or business data of the Oregon Health and Science University that’s not usually offered to enterprise opponents. When a employee or the employee’s consultant requests review of the employee’s claim document.

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Employee and retiree tackle, phone quantity and different nonfinancial membership data and worker monetary records maintained by the Public Employees Retirement System pursuant to ORS chapters 238 and 238A. The holder of the privilege has made or licensed a public assertion characterizing or partially disclosing the factual data. Information must qualify for the exemption of ORS 192.355 in order for this prohibition to apply. Therefore, public bodies should particularly talk about with the particular person submitting the data whether or not it’s being submitted in confidence and, if that’s the case, document that within the file.

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When the disclosure is made in such a fashion that the disclosed information can’t be used to establish any worker who is the topic of a claim. When needed for the director, other governmental agencies of this state or the United States to hold out their duties, features or powers. The intent of this exemption is to protect such info from professional “bounty hunters” whereas the department attempts to find the house owners. This exemption applies to the month-to-month reviews on investments regarding two particular funds that are submitted by the State Treasurer to the Oregon Investment Council.

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The greenback quantity of the commitment made to every privately positioned funding fund since inception of the fund. The name, address and vintage year of each privately placed investment fund. Meeting materials of an funding fund, an asset ownership or their respective investment autos. Due diligence supplies which might be proprietary to an investment fund, to an asset ownership or to their respective funding vehicles. An investment in a publicly traded investment Legal News is not energetic when acquisition, change or liquidation of the funding has been concluded. Employee financial records are information containing monetary information that relate to the particular person’s role as an employee, not as a retiree.For example, we concluded that a retiree’s annual pay at the time of retirement was exempt as a result of it certified as financial information and was transmitted to PERS from the PERS member’s employer.

The monthly reports ready and submitted underORS 293.761 and 293.766 »in regards to the Public Employees Retirement Fund and the Industrial Accident Fund could also be uniformly handled as exempt from disclosure for a period of up to ninety days after the end of the calendar quarter. The dollar amount of cash profit obtained from every privately placed investment fund on a fiscal year-end basis. The dollar quantity of the whole administration charges and costs paid on an annual fiscal yr-end foundation to each privately placed funding fund. The investment a number of of every privately positioned investment fund since inception of the fund.