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2019-052 - Approving the City's Annual Statement of Investment Policy 2019-20
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2019-052 - Approving the City's Annual Statement of Investment Policy 2019-20
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5/19/2020 4:20:20 PM
Creation date
6/24/2019 8:39:48 AM
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City Clerk
Doc Type
Resolution
Doc #
2019-052
Date
6/18/2019
Destruction Year
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derived from an underlying index or security (interest rates, foreign <br />exchange rates, equities or commodities); <br />Investment agreements – contracts regarding funds deposited by an <br />investor often separated into those offered by banks and those offered by <br />insurance companies commonly known as Guaranteed Investment <br />Contracts (GICs) or Guaranteed Investment Agreements (GIAs); <br />Mortgage-backed securities – securities created when a mortgage or <br />purchaser of residential real estate mortgages creates a pool of mortgages <br />and markets undivided interests or participation in the pool, including <br />principal only strips; <br />Reverse Repurchase agreements – agreements involving the borrowing of <br />cash from a financial institution for the purchase of securities in which a <br />financial asset is instead pledged as a collateral for a loan in which the roles <br />of borrower and lender are reversed. <br />Securities lending agreements – agreements allowing local agencies to earn <br />incremental income on their investment portfolio by loaning securities in their <br />portfolio to financial services companies for a limited time; <br />9.3Prohibited Investment Practices <br />Assets of the City shall not be invested pursuant to the following investment <br />practices: <br />Trading of securities strictly for speculation or solelyfor the realization of <br />short-term trading gains. <br />A contract providing for the compensation of an agent or fiduciary solely <br />based upon the performance of the invested assets. <br />If a fiduciary or other third party with custody of public investment <br />transaction records of the City fails to produce records within a reasonable <br />time, when requested by the City, the City shall make no new investments <br />with or through the fiduciary or third party and shall not renew maturing <br />investments with or through the fiduciary or third party. <br />10.0INVESTMENT POOLS/MUTUAL FUNDS <br />The Executive Director for FMSA or his/her designee shall be required to investigate all <br />local government investment pools and money market mutual funds, other than the <br />state Local Agency Investment Fund (LAIF), prior to investing and perform at least a <br />quarterly review thereafter while the City isinvested in the pool or the money market <br />fund. <br />*´«¸ ΐǾ ΑΏΐ9- <br />C¨³¸ ®¥ 3 ³ ȃ !´ « <br />0 ¦¤ 14 <br />3³ ³¤¬¤³ ®¥ )µ¤²³¬¤³ 0®«¨¢¸*´¤ ΒΏǾ ΑΏ20 <br /> <br />
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