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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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CERTIFICATE OF DEPOSIT ACCOUNT REGISTRY SERVICE (CDARS):A program with an approved <br />depository that removes the need for collateral by providing full FDIC insurance for certificates of deposit. <br />COLLATERALIZED BANK DEPOSITS:Collateralized bank deposits can be broadly defined as notes, <br />bonds, andother obligations (such as nonnegotiable CDs) that are secured at all times by valid first party <br />interest in collateral. For California local agencies, the collateral must meet specified Government Code <br />requirements. <br />CONVEXITY:Is the measure of the curve in the relationship between a bond's price and its yield. Consider <br />the price and yield of Bond A on a graph, where price is marked on the vertical axis, and yield on the <br />horizontal. A bond's price and yield are inversely related, so as its price decreases, its yield increases. <br />CURRENT YIELD (CURRENT RETURN): A yield calculation determined by dividing the annual interest <br />received on a security by the current market price of that security. <br />CUSTODIAN BANK:A financial institution that holds customers' securities for safekeeping to minimize the <br />risk of their theft or loss. A custodian holds securities and other assets in electronic or physical form. <br />CUSIP: CUSIP or CUSPIC number stands for Committee on Uniform Securities Identification Procedures. <br />A CUSIP number identifies most financial instruments, including: stocks of all registered U.S. and Canadian <br />companies, commercial paper, and U.S. government and municipal bonds. The CUSIP system (formally <br />known as CUSIP Global Services)—owned by the American Bankers Association and managed by <br />Standard & Poor’s - facilitates the clearance and settlement process of securities. CUSIP numbers consist <br />of nine characters (including letters and numbers) that uniquely identify a company or issuer and the type of <br />financial instrument. A similar system is used to identify foreign securities (CUSIP International Numbering <br />System or CINS). CINS employs the same nine character identifier as CUSIP, but also contains a letter in <br />the first position to signify the issuer's country or geographic region. <br />DEBENTURE:A bond secured only by the general credit of the issuer. <br />DISCOUNT: The difference between the cost price of a security and its maturity when quoted at lower than <br />face value. A security selling below originaloffering price shortly after sale also is considered to be at a <br />discount. <br />DISCOUNT SECURITIES:Non-interest bearing money market instruments that are issued a discount and <br />redeemed at maturity for fullface value (e.g. - U.S. Treasury Bills). <br />FAIR VALUE:The amount at which an investment could be exchanged in a current transaction between <br />willing parties, other than in a forced or liquidation sale. <br />FEDERAL CREDIT AGENCIES: Agencies of the Federal government set up to supply credit to various <br />classes of institutions and individuals, e.g., S&L's, small business firms, students, farmers, farm <br />cooperatives, and exporters. <br />FEDERAL FUNDS RATE: The rate of interest at which Fedfunds are traded. This rate is currently pegged <br />by the Federal Reserve through open-market operations. <br />FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve <br />Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal <br />Reserve Bank is a permanent member, while the other Presidents serve on a rotating basis. The <br />Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of <br />Government Securities in the open market as a means of influencing the volume of bank credit and money. <br />*´«¸ ΐǾ ΑΏΐ9- <br />C¨³¸ ®¥ 3 ³ ȃ !´ « <br />0 ¦¤ J <br />3³ ³¤¬¤³ ®¥ )µ¤²³¬¤³ 0®«¨¢¸*´¤ ΒΏǾ ΑΏ20 <br /> <br />
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