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Item 17 - Annual Statement of Investment Policy
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Item 17 - Annual Statement of Investment Policy
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6/10/2026 10:04:49 AM
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6/10/2026 10:04:24 AM
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City Clerk
Agency
Finance & Management Services
Item #
17
Date
6/16/2026
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from both the APTUS&C at the international North American level <br /> and the CMTA at the state level. In FY 2021-22, the City of Santa <br /> Ana received a state-level Investment Policy Certification from the <br /> CMTA. <br /> 17.3 Adoption <br /> The Executive Director of FMSA shall present this Statement of <br /> Investment Policy annually to the City Council and the City <br /> Manager. The City Council shall annually review and adopt this <br /> Statement of Investment Policy by resolution at a public meeting. <br /> Submitted to the Santa Ana City Council for approval,this 16th day of June 2026. <br /> Alex Trinidad, CPA <br /> Executive Director & City Treasurer <br /> Finance & Management Services Agency <br /> City of Santa-Annual Page 22 July 1. 2026 - <br /> Statement of Investment Policy June 30,2027 <br />
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