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File #: 19-0250    Version: 1
Type: information Status: Filed
File created: 3/8/2019 In control: Finance Committee
Agenda date: 3/20/2019 Final action: 3/20/2019
Title: Budget Snapshot - Investments

 

Title

Budget Snapshot - Investments

 

 

Recommended Action

Committee Recommendation:

Not referred to a committee.

 

City Manager Recommendation:

Receive a briefing on City Investments.  Briefing only; No action requested.

 

Report

Issue:

Whether to receive a briefing on City Investments.

 

Staff Contact:

Nanci Lien, Fiscal Services Director, 360.756.8465

 

Presenter(s):

Nanci Lien, Fiscal Services Director, Administrative Services Department

 

Background and Analysis:

The City of Olympia invests cash that will not be used in the near future, to maximize the highest investment return while minimizing risk. The City adheres to the Investment Policy adopted by City Council in May 2017.  The policy provides staff and the City’s financial investment consultant, Government Portfolio Advisors, with parameters for managing the City’s investment portfolio.

 

Staff will brief the Finance Committee on the investment policies, the various funds, and their performance.  

 

Neighborhood/Community Interests (if known):

N/A

 

Options:

Information only.

 

Financial Impact:

N/A

 

Attachments:

None