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File #: REP 13-2135    Version: 1 Name: 2025-Q2 investment report
Type: Committee Report Status: Agenda Ready
File created: 7/15/2025 In control: Finance/Administrative Committee
On agenda: 7/22/2025 Final action:
Title: Receive report from a representative of Valley View Consulting on the investment activity for the second quarter of 2025.
Attachments: 1. Q2 2025 Investment Report.pdf
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Title

Receive report from a representative of Valley View Consulting on the investment activity for the second quarter of 2025.

 

Body

STAFF RECOMMENDED MOTION:

 

None. This item is for informational purposes only.

 

 

SUMMARY:

 

The purpose of this agenda item is for the Finance/Administrative Committee to receive a quarterly investment report summarizing the EAA investment activities for April - June 2025. The investment report is attached to this summary. Article X (Investment Policy and Investment Strategy) of the EAA Bylaws calls for this report to be provided to the board not less than quarterly but within a reasonable time after the end of the reporting period at the next regularly scheduled board meeting. A representative from Valley View Consulting will present this report.

 

 

STRATEGIC PLAN REFERENCE:

 

This agenda item does not relate to a specific goal within the Strategic Plan, but supports the general EAA mission.

 

 

FISCAL IMPACT:

 

None.