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File #: 25-7780    Version: 1 Name: Pre-Meeting - Briefing regarding Investment Policy
Type: Agenda Item Status: Pre-Meeting
File created: 8/3/2025 In control: City Council
On agenda: 9/2/2025 Final action:
Title: Receive briefing regarding annual investment activity and proposed changes to the City's Investment Policy.
Attachments: 1. Investment Policy Redlined
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Title

Receive briefing regarding annual investment activity and proposed changes to the City’s Investment Policy.

 

Body

During the Pre-Meeting, the City’s Investment Advisory Firm, Hilltop Securities Asset Management, will present an overview of investment activity through the third quarter of fiscal year 2025, highlighting trends and future economic outlook.  In addition, City staff will cover proposed changes to the City’s Investment Policy that is scheduled for approval at the September 15, 2025, City Council meeting.

 

Attachments

Investment Policy Redlined

 

Drafter

Ted Chinn

 

Head of Department

Ted Chinn