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8K Consent 2016 0906
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8K Consent 2016 0906
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Last modified
8/30/2016 4:19:31 PM
Creation date
8/30/2016 4:03:00 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
9/6/2016
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PERM
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_CC Agenda 2016 0906 CS + RG
(Reference)
Path:
\City Clerk\City Council\Agenda Packets\2016\Packet 2016 0906
Reso 2016-114
(Reference)
Path:
\City Clerk\City Council\Resolutions\2016
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Portfolio Activity <br />Five securities with a total par value of 3.225 million matured during the quarter in addition to one Corporate <br />note call which totaled 400k in par. The Chandler team reinvested the proceeds into a broad mix of <br />securities in the Agency, Supranational, and Corporate sectors of the market keep the portfolio structure in- <br />line with Chandler objectives. The purchased securities ranged in maturity from March 2019 to September <br />2019. The current duration of the portfolio is 1.72, unchanged from the prior quarter. <br />2 <br />6/30/2016 3/31/2016 <br />LAIF - City Pool #98-01-809 $52,691,550 $40,145,977 <br />LAIF - Successor Agency 2,627,067 2,624,038 <br />LAIF - RDA 1999 Bond Proceeds #11-01-001 0 0 <br />LAIF - RDA 2008 Bond Proceeds #11-01-038 0 0 <br />LAIF - Economic Development Agency 2 2 <br />Passbook/Checking Accounts 9,854,368 11,096,658 <br />Total LAIF and Bank Accounts $65,172,987 $53,866,675 <br />Investment Portfolio Market Value $44,842,320 $44,618,975 <br />Total Market Value $110,015,307 $98,485,650 <br />LAIF Quarterly Apportionment Rate 0.55%0.46% <br />2 year US Treasury Yield to Maturity 0.58%0.73% <br />5 year US Treasury Yield to Maturity 1.01%1.21% <br />Investment Portfolio: <br /> Average Maturity (yrs)1.76 1.76 <br /> Modified Duration 1.72 1.72 <br /> Average Book Yield 1.14%1.12% <br /> Average Yield to Maturity at Market 0.73%0.82% <br /> Average Quality S&P/Moody AA/Aa1 AA/Aa1 <br />Portfolio Characteristics
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