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 (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