File #: REP 13-851    Version: 1 Name: 2nd qtr 2017 investment report 2017 2q investment report
Type: Committee Report Status: Filed
File created: 7/5/2017 In control: Finance/Administrative Committee
On agenda: 8/22/2017 Final action: 8/22/2017
Title: Receive report from a representative of Valley View Consulting on the investment activity for the second quarter of 2017.
Attachments: 1. 2017 Q2 - Investment Report

Title

Receive report from a representative of Valley View Consulting on the investment activity for the second quarter of 2017.

 

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 the 2017 Second Quarter Investment Report summarizing EAA investment activities for April through June 2017. The investment 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.  Because the Committee did not meet in July, the report was distributed to the board at its August meeting.  Susan Anderson of 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.