City Investment Portfolio Performance & Credit Allocation
San Clemente
Summary
The committee's yearly check of the rules governing how city money can be invested — what's allowed, how risky, and who oversees it. Changes, if any, would go to the City Council.
At a glance
- Total mentions
- 5
- Last 30 days
- 1
Last discussed Aug 3, 2026.
Impact analysis
Policy standards affect the safety and yield of the city's investment portfolio.
Residents, through prudent stewardship of public funds.
Mentions & discussions (5)
Investment Advisory Committee (Special) - Nov 16, 2026
The committee's yearly check of the rules governing how city money can be invested — what's allowed, how risky, and who oversees it. Changes, if any, would go to the City Council.
Investment Advisory Committee (Special) - Aug 3, 2026
The committee reviewed the $155 million consolidated portfolio performance and discussed potential strategies like adding TIPS for inflation protection and increasing credit allocations.
Investment Advisory Committee - Apr 27, 2026
The city evaluated proposals from competing firms to manage its investment portfolio. After interviewing finalists, the committee recommended continuing with Chandler Asset Management.
Investment Advisory Committee - Mar 30, 2026
The city is reviewing proposals to choose a new investment manager to handle its public funds safely and effectively. Selecting the right firm ensures the city's portfolio grows responsibly while keeping funds secure.
Investment Advisory Committee - Mar 9, 2026
The city is reviewing proposals from financial firms to manage its investment portfolio, aiming to secure competitive returns while protecting public funds. The evaluation process was delayed due to the canceled meeting.
We'll email you when it's on an upcoming agenda and when it's voted on, at most once a day.
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