File #: REP 13-2023    Version: 1 Name: 2024-Q3 investment report
Type: Committee Report Status: Agenda Ready
File created: 10/15/2024 In control: Finance/Administrative Committee
On agenda: 10/22/2024 Final action: 10/22/2024
Title: Receive report from a representative of Valley View Consulting on the investment activity for the third quarter of 2024.
Attachments: 1. Q3-2024 EAA Investment Report
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Title

Receive report from a representative of Valley View Consulting on the investment activity for the third quarter of 2024.

 

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 July - September 2024. 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.