File #: REP 13-1084    Version: 1 Name: 3rd quarter investment report
Type: Committee Report Status: Agenda Ready
File created: 10/16/2018 In control: Finance/Administrative Committee
On agenda: 10/23/2018 Final action: 10/23/2018
Title: Receive report from a representative of Valley View Consulting on the Investment activity for the third quarter of 2018.
Attachments: 1. 2018-09-30 EAA Investment Report
Date Ver.Action ByActionResultAction DetailsMeeting DetailsVideo
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Title

Receive report from a representative of Valley View Consulting on the Investment activity for the third 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 a quarterly investment report summarizing EAA investment activities for July through September 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 at the next regularly scheduled board 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.