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HomeMy WebLinkAboutStaff ReportCALIFORNIA NATIONAL L Ci i 1.+NC,ORPORATED -i City Council Staff Report July 31, 2013 ITEM Staff Report: Investment Report for the quarter ended June 30, 2013. BACKGROUND The California Government Code (§ 53646(b)) requires that, when the treasurer or the chief fiscal officer of a local agency renders to the legislative body of the agency a quarterly report on the agency's investment portfolio, such report shall include the following information regarding all securities, investments, and moneys held by the local agency: ➢ type of investment; ➢ issuer (bank or institution); ➢ date of maturity; ➢ dollar amount invested; and ➢ current market valuation as of the date of the report. In addition, the Government Code (§ 53646(b)(2)) requires that the report state the City's compliance with its investment policy and include a statement regarding the ability of the local agency to meet its pool's ability to meet its expenditure requirements Code (§ 53646(b)(3)). OVERVIEW OF CITY INVESTMENTS The City's pooled investment portfolio balance as of June 30, 2013 is summarized below and compared to the balance as of June 30, 2012. 6/30/13 6/30/12 Book Value (1) $ 59, 246, 949 $ 55, 855, 617 Market Value (2) $ 58,969,729 $ 55,814,463 (1) actual cost of investments (2) amount at which the investments could be sold The California Treasurer's Local Agency Investment Fund ("LAIF") and The County of San Diego Pooled Money Fund comprise 61.43% of the City of National City's total investment portfolio (52.99% and 8.44 %, respectively). These are liquid investment pools that allow participants to earn market rate returns, while retaining access to funds within 24 to 48 hours of a Page 2 Staff Report: Investment Report for the quarter ended June 30, 2013. July 31, 2013 withdrawal request with no penalty. The remainder of the City's portfolio is composed of investments that may be liquidated at any time. However, these investments likely do not provide the short liquidity (i.e., quick access to funds) of the pooled money funds, and liquidation/withdrawal of these investments is at the risk of loss and/or penalty to the City. Summaries of the City's investment portfolio are illustrated below. INVESTMENT PORTFOLIO SUMMARY BY ISSUER/MANAGER Issuer/Manager As of June 30, 2013 Total Market % of Book Value Market Value Yield to Mat. Portfolio Local Agency Investment Fund 31,393,226 31,408,418 0.25% 52.99% Chandler Asset Management 20,353,723 20,073,957 0.49% 34.35% County of San Diego 5,000,000 4,968,000 0.41% 8.44% Neighborhood National Bank 2,000,000 2,000,000 0.65% 3.38% First Tennessee National Bank2 500,000 519,354 1.97% 0.84% Totals for June 2013 59,246,949 58,969,729 100.00% 1 includes accrued interest 2 calculated on 30/360 basis County of San Diego $4,968,000 Chandler Asset Neighborhood National Bank $2,000,000 �\I TOTAL MARKET VALUE $58,969,729 First Tennessee National Bank $519,354 Local Agency Investment Fund $31,408,418 Management $20,073,957 Page 3 Staff Report: Investment Report for the quarter ended June 30, 2013. July 31, 2013 INVESTMENT PERFORMANCE BY ISSUER/MANAGER Issuer/Manager For the Quarter Ended June 30, 2013 Total Market Values 3/31/13 6/30/13 Change Rate (Net) Local Agency In estment Fund $ 21,393,226 2 $ 31,408,418 $ 10,015,192 3 0.24% Chandler Asset Management 20,142,370 20,073,957 (68,413) -1.36% County of San Diego 4,989,000 4,968,000 (21,000) -1.68% Neighborhood National Bank (CDARS CD) 2,000,000 2 2,000,000 3,244 0.65% First Tennessee National Bank 519,894 519,354 (540) 2.00% Totals for June 2013 '$ 49,044,490 $ 58,969,729 $ 9,928,483 1 includes accrued interest 2 March 31, 2013 report total incorrect 3 $10M transferred to LAIF account 5/29/13 COMPLIANCE STATEMENT All of the City's investments are in compliance with the City's investment policy (City Council Policy No. 203) and the California Government Code (§ 53601 et seq). FINANCIAL STATEMENT Realized and unrealized gains/(losses), reflected below, for the period were ($71,517). These changes include changes in security market values, gain/(loss) from the sale of assets, accrued interest, and reinvested interest/earnings. Issuer/Manager Gain/(Loss) Local Agency Investment Fund $ 15,192 Chandler Asset Management (68,413) County of San Diego (21,000) Neighborhood National Bank (CDARS CD)1 3,244 First Tennessee National Bank' (540) Totals for June 2013 $ (71,517) interest paid to the City is not reinvested Staff certifies that there are sufficient funds to meet the pool's expenditure requirements. RECOMMENDATIONS Accept and file the Investment Report for the quarter ended June 30, 2013.