My WebLink
|
Help
|
About
|
Sign Out
Home
8E Consent 2021 0503
CityHall
>
City Clerk
>
City Council
>
Agenda Packets
>
2021
>
Packet 2021 0503
>
8E Consent 2021 0503
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
4/28/2021 11:32:36 PM
Creation date
4/28/2021 11:32:33 PM
Metadata
Fields
Template:
CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Agenda
Document Date (6)
5/3/2021
Retention
PERM
Document Relationships
Reso 2021-068 Accepting CC Investment Report
(Approved by)
Path:
\City Clerk\City Council\Resolutions\2021
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
9
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
Download electronic document
View images
View plain text
File Number: 21-254 <br />LAIF exceeded both standards. The Chandler managed funds average book yield was 1.62%, <br />exceeding the benchmark rates of return on the 2-year U.S. Treasury Bill of 0.16%, and the <br />5-year U.S. Treasury Note of 0.92%. <br />Amounts invested with LAIF are liquid; funds can be withdrawn with minimal notice as City <br />operations may require. The rate of return earned by LAIF generally follows fixed income security <br />rates. <br />Chandler Asset Management manages the balance of the portfolio having a market value of <br />$106.2 million, 59.4% of the total portfolio. These investments range from one to almost five <br />years to maturity, with the average maturity at 1.87 years (a slightly shorter duration than <br />December 31, 2020). <br />The report notes that the City is in compliance with all provisions of the City’s Investment Policy <br />and the City is able to meet its cash obligations during the next six-months. Chandler’s strategy is <br />gradually lengthening the average maturity of the portfolio in order to gain higher interest rates. <br />ATTACHMENT <br />City Council Investment Report for Quarter Ending March 31,2021 prepared by Chandler Asset <br />Management <br />PREPARED BY <br />Karen Chang, Assistant Finance Director <br />Page 2 City of San Leandro Printed on 4/29/2021 <br />116
The URL can be used to link to this page
Your browser does not support the video tag.