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09
City of Pleasanton
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CITY CLERK
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AGENDA PACKETS
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2023
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062023
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6/14/2023 3:44:39 PM
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CITY CLERK
CITY CLERK - TYPE
AGENDA REPORT
DOCUMENT DATE
6/20/2023
DESTRUCT DATE
15Y
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ATTACHMENT 2 <br /> (i) Have attained the highest ranking or the highest letter and numerical <br /> rating provided by not less than two (2) NRSROs; or <br /> (ii) Have retained an investment adviser registered or exempt from <br /> registration with the Securities and Exchange Commission with not <br /> less than five years' experience managing money market mutual <br /> funds with assets under management in excess of $500 million. <br /> • No more than 20% of the total portfolio may be invested in the shares of <br /> any one Money Market Mutual Fund. <br /> d. No more than 20% of the total portfolio may be invested in these securities. <br /> M. Managed Portfolio for Pension Liabilities <br /> City Council authorized setting up a Section 115 Pension Trust Fund (Trust Fund), <br /> The Trust Fund assets will be managed by an external manager and the <br /> investment policy related to the trust will be a separate document that is approved <br /> by the City Council. <br /> n. California Asset Management Program (CAMP) <br /> California Asset Management Program "CAMP" is a California Joint Powers <br /> Authority ("JPA") established in 1989 to provide California public agencies with <br /> professional investment services. The CAMP Pool is a permitted investment for all <br /> local agencies under California Government Code Section 53601(p). The <br /> aggregate investment in CAMP shall not exceed 30% of the City's investment <br /> portfolio. <br /> o. Supranational Organizations Securities <br /> United States dollar denominated senior unsecured unsubordinated obligations <br /> issued or unconditionally guaranteed by IBRD, IFC, or IADB, with a maximum <br /> remaining maturity of five years or less and eligible for purchase and sale in the <br /> United States. Purchases are limited to securities rated in a rating category of"AK <br /> or its equivalent or better by an NRSRO. The aggregate investment in <br /> Supranational Organizations Securities shall not exceed 30% of the City's <br /> investment portfolio. No more than 10% of the portfolio may be invested in any <br /> single issuer. Supranational Organizations Securities are permitted investment <br /> under California Government Code 53601(q). <br /> p. Collateralized Bank Deposits <br /> City's deposits with financial institutions will be collateralized with pledged <br /> securities per California Government Code, Section 53651. There are no limits on <br /> the dollar amount or percentage that the City may invest in collateralized bank <br /> deposits. <br /> 9 <br />
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