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HomeMy WebLinkAboutCDC Treasurer Report Attachment-FinanceATTACHMENT 1 BACKGROUND California Government Code Section 53646 requires that staff submit an investment report to the Community Development (CDC) Chairman and members within 30 days following the end of the quarter that consists of the following information: ➢ Type of investment or description, ➢ Issuers (bank or institution), ➢ Dollar amount, ➢ Interest rate, ➢ Current market valuation as of the date of the report, ➢ And the date of maturity. In addition, the code requires that the report states the CDC's compliance with it's investment policy and include a statement on the CDC's ability to meet it's pool's expenditure requirements. OVERVIEW OF CITY INVESTMENTS The CDC investments most of its funds the California Treasurer's Local Agency Investment Fund (LAIF). This is a liquid investment pool, which allows participants to earn market rate returns of large investments, while retaining access to funds within 24 hours of a withdrawal request. Due to the current circumstances of the economy and the market conditions, LAIF return has been plunging for the last 48 months. For the month ended September 30, 2011, LAIF's monthly average effective yield was 0.378%. The investment of debt service reserve funds, the 1999, 2004, 2005 and 2011 Tax Allocation Bonds, and the HUD Section 108 Loan Program funds are controlled by the designated fiscal agent. The reserve funds account for 80.44% of the CDC's portfolio. Federal Agency Securities account for 3.37% of the investment portfolio. The average rate of return is 1.866% The investment portfolio has the ability to meet the CDC's financial needs. SUMMARY OF INVESTMENT PORTFOLIO As of September 30, 2011 INVESTMENTS HELD BY THE CDC OF NATIONAL CITY Investment Type Book Value % of Market Value Portfolio LAIF Federal Agency Securities Cash with Fiscal Agent Totals for September 2011 Totals for September 2010 Portfolio decrease from same quarter last year Cash with Fis Agent 80.44% Investments Liquidity 8,396,694.57 1,749,625.00 41,717,594.85 8,412,208.24 16.19% 1,752,552.50 3.37% 41,717,594.85 80.44% 51,863,914.42 51, 882, 355.59 100.00% 15,188,693.39 36,675,221.03 LAI F 16.19 federal Agency Securities 3.37% Book Value % of Portfolio On Demand One Year Within One to Five Years Cash with Fiscal Agent 8,396,694.57 0.00 1,749,625.00 41,717,594.85 16.19% 0.00% 3.37% 80.44% 51,863,914.42 100.00% Community Development Commission of National City Finance Department Investments CDC OF NATIONAL CITY Portfolio Management Portfolio Summary September 30, 2011 Par Market Book % of Days to YTM YTM Value Value Value Portfolio Term Maturity 360 Equiv. 365 Equiv. LAIF 8,396,694.57 8,412,208.24 8,396,694.57 16.19 1 1 0.373 0.378 Federal Agency Coupon Securities 1,750,000.00 1,752,552.50 1,749,625.00 3.37 1,826 1,548 1.840 1.866 Treasury Coupon Securities 822,219.00 822,219.00 822,219.00 1.59 1,009 532 1.007 1.021 Cash with Fiscal Agent 40,895,375.85 40,895,375.85 40,895,375.85 78.85 1 1 0.000 0.000 Investments Total Earnings Current Year Average Daily Balance Effective Rate of Retur 51,864,289.42 51,882,355.59 September 30 Month Ending 7,474.96 52,363,914.42 0.17% Tina Norrdin, Finan ial Services Officer Reporting period 09/01/2011-09/30/2011 Run Date'. 11103/2011-15'.15 Fiscal Year To Date 32,593.61 51,863,914.42 100.00% 79 62 0.138 0.140 Portfolio CDC1 CP PM (PRF_PMI) SymRept 6.41.202b Report Ver. 5.00 CUSIP Investment # Issuer CDC OF NATIONAL CITY Portfolio Management Portfolio Details - Investments September 30, 2011 Average Purchase Balance Date Par Value Market Value Stated Book Value Rate Page 2 YTM YTM Days to Maturity 360 365 Maturity Date LAIF SYS10006 10006 LAIF Subtotal and Average Federal Agency Coupon Securities 313372TR5 3136FPYS0 3136FP822 10030 10023 10024 Treasury Coupon Securities S35399880 S35399910 S35399920 S35399940 S35399970 Federal Home Loan Bank Federal National Mtg Assn Federal National Mtg Assn 8,396,694.57 Subtotal and Average 2,249,625.00 10033 FEDERAL RESERVE BANK NYC 10034 FEDERAL RESERVE BANK NYC 10035 FEDERAL RESERVE BANK NYC 10036 FEDERAL RESERVE BANK NYC 10037 FEDERAL RESERVE BANK NYC Cash with Fiscal Agent SYS10013 SYS10014 SYS10015 SYS10016 SYS10010 SYS10011 SYS10012 SYS10028 SYS10008 SYS10009 SYS10027 SYS10039 SYS10040 SYS10041 SYS10042 SYS10020 SYS10029 SYS10038 Run Date'. 11/03/2011 -15:15 Subtotal and Average 822,219.00 10013 National City 2004 TAB 10014 National City 2004 TAB 10015 National City 2004 TAB 10016 National City 2004 TAB 10010 National City 2005A TAB 10011 National City 2005A TAB 10012 National City 2005A TAB 10028 National City 2005A TAB 10008 National City 2005B TAB 10009 National City 2005B TAB 10027 National City 2005B TAB 10039 National City 2011 TAB 10040 National City 2011 TAB 10041 National City 2011 TAB 10042 National City 2011 TAB 10020 National City 1999 TAB Reserve 10029 National City 1999 TAB Reserve 10038 HUD-108 NC DEFEASANCE CASH 03/14/2011 11/23/2010 11/30/2010 06/11/2010 06/11/2010 06/11/2010 06/11/2010 06/11/2010 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/01/2011 07/27/2011 07/01/2011 07/01/2011 8,396,694.57 8,412,208.24 8,396,694.57 0.378 0.373 0.378 8,396,694.57 8,412,208.24 500,000.00 750,000.00 500,000.00 503,395.00 749,287.50 499,870.00 8,396,694.57 500,000.00 749,625.00 500,000.00 1,750,000.00 1,752,552.50 10,910.00 290,939.00 5,491.00 310,518.00 204,361.00 10,910.00 290,939.00 5,491.00 310,518.00 204,361.00 1,749,625.00 10,910.00 290,939.00 5,491.00 310,518.00 204,361.00 822,219.00 35,623.06 0.16 0.00 0.00 2,345,042.08 0.00 0.00 0.00 0.00 0.00 0.00 33,977,578.46 4,201,067.55 0.00 0.00 333,287.50 0.00 2,777.04 822,219.00 35,623.06 0.16 0.00 0.00 2,345,042.08 0.00 0.00 0.00 0.00 0.00 0.00 33,977,578.46 4,201,067.55 0.00 0.00 333,287.50 0.00 2,777.04 822,219.00 35,623.06 0.16 0.00 0.00 2,345,042.08 0.00 0.00 0,00 0.00 0.00 0.00 33,977,578.46 4,201,067.55 0.00 0.00 333,287.50 0.00 2,777.04 2.640 1.250 2.000 0.530 0.740 0.970 1.190 1.190 1 0.373 0.378 1 2.604 1.243 1.973 2.640 1.260 2.000 1,626 03/14/2016 1,514 11/23/2015 1,521 11/30/2015 1.840 1.866 1,548 0.523 0.730 0.957 1.174 1.174 0.530 0.740 0.970 1.190 1.190 123 02/01/2012 305 08/01/2012 489 02/01/2013 670 08/01/2013 670 08/01/2013 1.007 1.021 532 0.000 0.000 0,000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 0.000 Portfolio CDC1 CP PM (PRF_PM2) SymRept 6.41.202b CUSIP CDC OF NATIONAL CITY Portfolio Management Portfolio Details - Investments September 30, 2011 Page 3 Average Purchase Stated YTM YTM Days to Maturity Investment # Issuer Balance Date Par Value Market Value Book Value Rate 360 365 Maturity Date Subtotal and Average 40,895,375.85 40,895,375.85 40,895,375.85 40,895,375.85 0.000 0.000 1 Total and Average 52,363,914.42 Run Date: 11/03/2011 - 15:15 51,864,289.42 51,882,355.59 51,863,914.42 0.138 0.140 62 Portfolio CDC1 CP PM (PRF_PM2) SymRept 6.41.202b