My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
Item 24 - Annual Statement of Investment Policy
Clerk
>
Agenda Packets / Staff Reports
>
City Council (2004 - Present)
>
2021
>
06/01/2021 Regular
>
Item 24 - Annual Statement of Investment Policy
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
8/21/2023 4:23:57 PM
Creation date
8/21/2023 4:23:39 PM
Metadata
Fields
Template:
City Clerk
Doc Type
Agenda Packet
Agency
Clerk of the Council
Item #
24
Date
6/1/2021
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
69
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).
View images
View plain text
<br /> <br />City of Santa - Annual Page <br />42 July 1, 2021 - <br />Statement of Investment Policy June 30, 2022 <br />GOVERNMENT CODE <br />SECTION <br />53601.6. <br /> <br />(a) A local agency shall not invest any funds pursuant to this article or pursuant to Article 2 (commencing <br />with Section 53630) in inverse floaters, range notes, or mortgage-derived, interest-only strips. <br />(b) (1) Except as provided in paragraph (2), a local agency shall not invest any funds pursuant to this article <br />or pursuant to Article 2 (commencing with Section 53630) in any security that could result in zero-interest <br />accrual if held to maturity. However, a local agency may hold prohibited instruments until their maturity <br />dates. The limitation in this subdivision shall not apply to local agency investments in shares of beneficial <br />interest issued by diversified management companies registered under the Investment Company Act of <br />1940 (15 U.S.C. Sec. 80a-1 et seq.) that are authorized for investment pursuant to subdivision (l) of Section <br />53601. <br />(2) Notwithstanding the prohibition in paragraph (1), a local agency may invest in securities issued by, or <br />backed by, the United States government that could result in zero- or negative-interest accrual if held to <br />maturity, in the event of, and for the duration of, a period of negative market interest rates. A local agency <br />may hold these instruments until their maturity dates. <br />(c) This section shall remain in effect only until January 1, 2026, and as of that date is repealed. <br /> <br />(Amended by Stats. 2020, Ch. 235, Sec. 4. (SB 998) Effective January 1, 2021.) <br /> <br />. . . <br /> <br />GOVERNMENT CODE <br />SECTION <br />53601.6. <br /> <br />(a) A local agency shall not invest any funds pursuant to this article or pursuant to Article 2 (commencing <br />with Section 53630) in inverse floaters, range notes, or mortgage-derived, interest-only strips. <br />(b) A local agency shall not invest any funds pursuant to this article or pursuant to Article 2 (commencing <br />with Section 53630) in any security that could result in zero interest accrual if held to maturity. However, a <br />local agency may hold prohibited instruments until their maturity dates. The limitation in this subdivision shall <br />not apply to local agency investments in shares of beneficial interest issued by diversified management <br />companies registered under the Investment Company Act of 1940 (15 U.S.C. Sec. 80a-1 et seq.) that are <br />authorized for investment pursuant to subdivision (l) of Section 53601. <br />(c) This section shall become operative on January 1, 2026. <br /> <br />(Amended by Stats. 2020, Ch. 235, Sec. 5. (SB 998) Effective January 1, 2021.) <br /> <br />. . . <br /> <br />
The URL can be used to link to this page
Your browser does not support the video tag.