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we are in it for the long term

We help state and municipal financial leaders leverage their influence to deliver economic opportunity, inclusive growth, sustainable investment stewardship, and responsible fiscal stewardship. 

New York City Comptroller Mark Levine launches $4 billion pension fund housing intiative

New York, NY – Today, New York City Comptroller Mark Levine unveiled a $4 billion commitment to strategic investments in affordable housing production and preservation through a new initiative titled the NYC Housing Investment Initiative. The investments respond to the City’s worsening housing crisis, which is driven in part by limited access to financing.

California Treasurer Fiona Ma makes investment in sustainability bond in honor of Earth Day

SACRAMENTO – State Treasurer Fiona Ma, CPA, today announced that the State Treasurer’s Office (STO) has invested $150 million in a 5-year Inter-American Development Bank (IADB) Sustainability Bond. The sole manager on the deal was CastleOak Securities, L.P.

Massachusetts Treasurer Deborah Goldberg keynotes CFA Society Boston Financial Literacy Leadership Summit

Treasurer Goldberg was the keynote speaker at this year's CFA Society Boston Financial Literacy Leadership Summit! She was delighted to join so many outstanding community partners to talk about such an important topic.

California Controller Malia Cohen, Connecticut Treasurer Erick Russell and Maryland Comptroller Brooke Lierman discuss the importance of shareholder rights and investor engagement

Shareholder rights are under increasing pressure from state, regulatory, and legal challenges. Opponents of responsible business want to limit shareholders’ ability to engage companies through the U.S. shareholder proposal process and seek professional advice from proxy advisors. This webinar highlights practical steps to protect shareholders’ ability to communicate directly with companies on financially relevant issues through proxy voting and other engagement forums. Expert panelists discuss how this direct dialogue with companies has led to stronger business practices in overall strategy, risk management, and board oversight.

New York Comptroller Tom DiNapoli calls for greater corporate transparency on AI's impact on jobs

City & State published an op-ed by New York State Comptroller Thomas P. DiNapoli on the need for companies to be transparent about how Artificial Intelligence (AI) is impacting layoffs, entry level jobs and long-term business growth:

Vermont Treasurer Mike Pieciak prescription discount drug card bill passes Senate Committee

Vermont Business Magazine Today, Treasurer Pieciak’s proposal to create a free prescription drug discount card program in Vermont (H.577) passed out of the Senate Health and Welfare committee on a unanimous, bipartisan vote.  

The program would provide immediate relief at the pharmacy counter—lowering drug costs, supporting healthier outcomes for patients, and saving Vermonters over $20 million annually on their medications. 

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