File #: REP 13-998    Version: 1 Name: 2018 2nd qtr investment report
Type: Committee Report Status: Filed
File created: 4/17/2018 In control: Finance/Administrative Committee
On agenda: 4/24/2018 Final action: 4/24/2018
Title: Receive report from a representative of Valley View Consulting on investment activity for the first quarter of 2018.
Attachments: 1. 2018-03-31 EAA Investment Report

Title

Receive report from a representative of Valley View Consulting on investment activity for the first quarter of 2018.

 

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 2018 First Quarter Investment Report summarizing EAA investment activities for January through March 2018. 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. Emily Upshaw 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.