FROM: James D. Herberg, General Manager
Originator: Lorenzo Tyner, Assistant General Manager
SUBJECT:
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INVESTMENT PERFORMANCE RESULTS
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GENERAL MANAGER'S RECOMMENDATION
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RECOMMENDATION:
Information Item.
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BACKGROUND
Chandler Asset Management (Chandler) serves as the Orange County Sanitation District’s (OC San) Investment Manager. Chandler’s Co-Chief Investment Officer, William Dennehy II, CFA, will be providing an informational presentation on the performance of OC San’s liquidity and long-term investment portfolios over the past year.
RELEVANT STANDARDS
• Ensure that investment proposals and decisions are based on clearly defined standards
• Orange County Sanitation District Investment Policy
• Ensure the public’s money is wisely spent
ATTACHMENT
The following attachment(s) may be viewed on-line at the OC San website (www.ocsan.gov) with the complete agenda package:
• OC San Staff Presentation