Placement: Proclamations and Special presentations
Action Requested: Discussion
title
Hear a Review Regarding the City’s Investment Portfolio.
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Submitted By: Karen Russell, Assistant Finance Director, Finance Department.
Strategic Plan Link: The City's Goal of a high-performing city government organization.
Executive Summary (General Business): This is a review of the City’s investment portfolio.
Presentation Information: A PowerPoint presentation by John Grady, Managing Director, from Public Trust Advisors - one of our Investment Managers.
Staff Recommendation: Request that the Council provide staff direction for future investments and the investment policy.
Background: N/A
Issues/Analysis: N/A
Financial Information: N/A
Special Consideration: N/A
Location of Project: N/A
Attachments:
1. Economic Update PowerPoint presentation
2. Investment Review PowerPoint presentation
NOTE: All of the listed items in the “Attachment” section above are in the custody of the City Clerk. Any item(s) not provided in City Council packets are available upon request from the City Clerk.
Internal Reference Number: N/A
Legal Sufficiency Review:
N/A