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Packet 20231016
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5D Consent
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Last modified
3/21/2024 5:56:02 PM
Creation date
12/26/2023 2:59:43 PM
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CM City Clerk-City Council
CM City Clerk-City Council - Document Type
Staff Report
Document Date (6)
10/16/2023
Retention
PERM
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Objectives <br />Chandler Asset Management Performance Objective <br />The performance objective for the City of San Leandro is to achieve a rate of return over a market cycle <br />that equals or exceeds the return on a market index of similar duration and sector allocation. <br />Investment Objectives <br />The investment objectives of the City of San Leandro are first, to preserve principal; second, to provide <br />liquidity; and third, to earn a return that is commensurate with the first two objectives. <br />Strategy <br />In order to achieve these objectives, the portfolio invests in high quality fixed income securities consistent <br />with the investment policy and California Government Code. <br /> <br />As of June 30, 2023 <br />15
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