File #: 2020-1327    Version: 1 Name:
Type: Information Item Status: Filed
File created: 11/3/2020 In control: ADMINISTRATION COMMITTEE
On agenda: 2/10/2021 Final action: 2/10/2021
Title: INVESTMENT PERFORMANCE RESULTS
Sponsors: Lorenzo Tyner
Attachments: 1. Agenda Report, 2. Item 7 PPP_Reserves and Investments, 3. Chandler Presentation

FROM:                     James D. Herberg, General Manager

                     Originator: Lorenzo Tyner, Assistant General Manager 

 

SUBJECT:

 

title

INVESTMENT PERFORMANCE RESULTS

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GENERAL MANAGER'S RECOMMENDATION

 

recommendation

RECOMMENDATION:

Information Item.

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BACKGROUND

 

Chandler Asset Management (Chandler) serves as the Orange County Sanitation District’s (Sanitation District) Investment Manager.  Chandler’s Deputy Chief Investment Officer, William Dennehy II, CFA, will be providing an informational presentation on the performance of the Sanitation District’s short-term 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

                     Chandler Presentation