Council File: 11-1740Subscribe via emailPrint this recordPublic Comment

Title
Annual Statement of Investment Policy
Date Received / Introduced
10/13/2011
Last Changed Date
12/02/2020
Expiration Date
11/30/2022
Initiated by
Office of Finance
File Activities
Date Activity  
12/02/2020 Council action final.
12/02/2020 Council adopted item forthwith. Click to view online docs
11/30/2020 City Clerk scheduled item for Council on December 2, 2020. Click to view online docs
11/23/2020 Budget and Finance Committee noted and filed item(s). Click to view online docs
11/20/2020 Budget and Finance Committee scheduled item for committee meeting on November 23, 2020. Click to view online docs
11/06/2020 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
11/06/2020 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated November 5, 2020, relative to the annual Statement of Investment Policy.
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01/17/2020 Council action final.
01/15/2020 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
12/18/2019 City Clerk scheduled item for Council on January 15, 2020. Click to view online docs
12/09/2019 Budget and Finance Committee approved item(s) . Click to view online docs
12/06/2019 Budget and Finance Committee scheduled item for committee meeting on December 9, 2019. Click to view online docs
10/22/2019 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
10/16/2019 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated October 15, 2019, relative to the annual Statement of Investment Policy.
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03/20/2019 Council action final.
03/19/2019 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
03/14/2019 City Clerk scheduled item for Council on March 19, 2019. Click to view online docs
03/04/2019 Budget and Finance Committee approved item(s) . Click to view online docs
03/01/2019 Budget and Finance Committee scheduled item for committee meeting on March 4, 2019. Click to view online docs
08/21/2018 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
08/21/2018 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated August 20, 2018, relative to the annual Statement of Investment Policy.
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02/09/2018 Council action final. Click to view online docs
02/07/2018 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
01/30/2018 City Clerk scheduled item for Council on February 7, 2018. Click to view online docs
01/29/2018 Budget and Finance Committee noted and filed item(s). Click to view online docs
01/26/2018 Budget and Finance Committee scheduled item for committee meeting on January 29, 2018. Click to view online docs
12/07/2017 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
12/07/2017 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated December 6, 2017, relative to the Annual Statement of Investment Policy..
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01/12/2017 Council action final. Click to view online docs
01/10/2017 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
12/14/2016 City Clerk scheduled item for Council on January 10, 2017. Click to view online docs
12/12/2016 Budget and Finance Committee noted and filed item(s). Click to view online docs
12/09/2016 Budget and Finance Committee scheduled item for committee meeting on December 12, 2016. Click to view online docs
12/02/2016 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
11/30/2016 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated November 28, 2016, relative to the Annual Statement of Investment Policy.
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10/20/2015 Council action final. Click to view online docs
10/16/2015 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
10/09/2015 City Clerk scheduled item for Council on October 16, 2015. Click to view online docs
08/31/2015 Budget and Finance Committee noted and filed item(s). Click to view online docs
08/28/2015 Budget and Finance Committee scheduled item for committee meeting on August 31, 2015. Click to view online docs
08/21/2015 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
08/21/2015 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated August 20, 2015, relative to the Annual Statement of Investment Policy effective September 1, 2015.
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02/14/2014 Council action final. Click to view online docs
02/12/2014 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
02/05/2014 City Clerk scheduled item for Council on February 12, 2014. Click to view online docs
02/03/2014 Budget and Finance Committee noted and filed item(s). Click to view online docs
01/31/2014 Budget and Finance Committee scheduled item for committee meeting on February 3, 2014. Click to view online docs
01/21/2014 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
01/17/2014 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated January 17, 2013, relative to the Annual Statement of Investment Policy effective January 2, 2014.
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10/24/2012 Council action final. Click to view online docs
10/23/2012 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
10/17/2012 City Clerk scheduled item for Council on October 23, 2012. Click to view online docs
10/15/2012 Budget and Finance Committee noted and filed item(s). Click to view online docs
10/12/2012 Budget and Finance Committee scheduled item for committee meeting on October 15, 2012. Click to view online docs
10/02/2012 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
10/01/2012 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated October 1, 2012, relative to the Annual Statement of Investment Policy effective September 30, 2012.
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11/02/2011 Council action final. Click to view online docs
11/01/2011 Council adopted item, subject to reconsideration, pursuant to Council Rule 51. Click to view online docs
10/27/2011 City Clerk scheduled item for Council on November 1, 2011. Click to view online docs
10/24/2011 Budget and Finance Committee noted and filed item(s). Click to view online docs
10/21/2011 Budget and Finance Committee scheduled item for committee meeting on October 24, 2011. Click to view online docs
10/13/2011 Office of Finance document(s) referred to Budget and Finance Committee. Click to view online docs
10/13/2011 Document(s) submitted by Office of Finance, as follows:

Office of Finance report, dated September 30, 2011, relative to the Annual Statement of Investment Policy, effective September 30, 2011.
Click to view online docs
Council Action 02/09/2018
Council Action 02/12/2014
Council Action 10/23/2012
Council Action 11/01/2011

Scroll Vote Left Council Vote Information (9 Votes) Scroll Vote Right

Meeting Date: 12/02/2020
Meeting Type: Regular
Vote Action: Adopted
Vote Given: (14 - 0 - 1)
Member Name CD Vote
BOB BLUMENFIELD 3 YES
MIKE BONIN 11 YES
JOE BUSCAINO 15 YES
GILBERT A. CEDILLO 1 YES
KEVIN DE LEON 14 YES
MARQUEECE HARRIS-DAWSON 8 YES
PAUL KORETZ 5 YES
PAUL KREKORIAN 2 YES
JOHN LEE 12 YES
NURY MARTINEZ 6 YES
MITCH O'FARRELL 13 YES
CURREN D. PRICE 9 YES
MONICA RODRIGUEZ 7 YES
DAVID RYU 4 ABSENT
HERB WESSON 10 YES