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11
City of Pleasanton
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CITY CLERK
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2010
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040610
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4/1/2010 12:03:02 PM
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4/1/2010 12:03:01 PM
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CITY CLERK
CITY CLERK - TYPE
STAFF REPORTS
DOCUMENT DATE
4/6/2010
DESTRUCT DATE
15 Y
DOCUMENT NO
11
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OBJECTIVES, RISK, DIVERSIFICATION <br /> The objectives of the investment program are as follows in order of priority: <br /> SAFETY OF PRINCIPAL <br /> LIQUIDITY <br /> SUITABILITY <br /> YIELD <br /> All investments contain an element of risk. The different types of risk include credit risk, <br /> custodial risk, concentration risk and interest rate risk. The recommended policy is <br /> designed to establish a very low tolerance for risk with safety of principal being paramount <br /> as a guiding principal and objective. <br /> There is no change to the current policy. Staff recommends that City Council approve the <br /> Investment Policy and Guidelines of the City of Pleasanton. <br /> Submitted by: jI Approve by: <br /> D avid P. Culver Nelson Fialho <br /> Director of Finance City Manager <br /> Attachments: <br /> 1. Resolution <br /> Page 4 of 4 <br />
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