Legislation Details

File #: 26-8313    Version: 1 Name: Pre-Meeting - Briefing regarding Investment Policy
Type: Agenda Item Status: Pre-Meeting
File created: 7/5/2026 In control: City Council
On agenda: 9/8/2026 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
No records to display.

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 2026, 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 21, 2026, City Council meeting.

 

Attachments

Investment Policy Redlined

 

Drafter

Ted Chinn

 

Head of Department

Ted Chinn