File #: REP 13-733    Version: 1 Name: 3qtr investment report
Type: Committee Report Status: Agenda Ready
File created: 10/4/2016 In control: Finance/Administrative Committee
On agenda: 10/25/2016 Final action: 10/25/2016
Title: Receive report from a representative of Valley View Consulting on investment activity for the third quarter of 2016.
Attachments: 1. 2016 Q3 Investment Report, 2. VVC Market Outlook Oct 2016
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Title

Receive report from a representative of Valley View Consulting on investment activity for the third quarter of 2016.

 

Body

STAFF RECOMMENDED MOTION:

 

None.  This item is for informational purposes only. This report will also be provided to the board of directors.

 

 

SUMMARY:

 

The purpose of this agenda item is for the Finance/Administrative Committee to receive the EAA’s 2016 Third Quarter Investment Report summarizing the EAA investment activities for July through September 2016. This report is attached to this summary.  Article IX (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 for presentation at the next regularly scheduled board meeting.

 

Susan Anderson with Valley View Consulting, L.L.C., EAA investment advisor, will present this report for the third quarter of 2016.

 

 

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.