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HomeMy WebLinkAbout10. Adopt FY 2022-23 Investment Policy for Public Funds of the City of Downey & Related EntitiesItem No. FROM: OFFICE OF THE CITY MANAGER BY: ANIL H. GANDHY, DIRECTOR OF FINANCE DATE: JULY 26, 2022 ,.I I I :]I 1 *0 fmow4o*&-*j 1 ki kVJ*] NJ, 14 ki k 1111110011 IWO -kq X9191, q, inia Ii, FIT-1weyL That the City Council adopt the attached Investment Policy for public funds of the City of Downey and its related entities. DISCUSSION The purpose of this Investment Policy ("Policy") is to establish overall guidelines for the management and investment of the City of Downey's public funds. It is the policy of the City to invest public funds in a manner to meet the City objectives, in orde of priority, safety of invested funds, maintenance of sufficient liquidity to meet cash flow needs and attainment of a rate of return consistent with the first two objectives, while conforming to t provisions of California Government Code Sections 53600 et seq. The City's Investment Policy, as presented, complies with California Government Code requirements and has also been reviewed by the City's investment advisor, Higgins Capital. The Policy shall be adopted by the City Council on an annual basis. This policy shall be reviewed annually to ensure its consistency with respect to the overall objectives of safety, liquidity and yield, and its relevance to current laws and financial trends. Fiscal Responsibility FISCAL m City of Downey Investment Policy Contents TABLEOF CONTENTS...........................................................................................................2 POLICY...................................................................................................................................3 SCOPE....................................................................................................................................3 PRUDENCE............................................................................................................................4 OBJECTIVE.............................................................................................................................4 DELEGATION OF AUTHORITY..............................................................................................5 ETHICS AND CONFLICTS OF INTEREST..............................................................................5 AUTHORIZED FINANCIAL INSTITUTIONS AND BROKER/DEALERS...................................5 AUTHORIZED AND SUITABLE INVESTMENTS.....................................................................6 MASTER REPURCHASE AGREEMENT.................................................................................9 REVIEWOF PORTFOLIO.......................................................................................................9 LEGISLATIVE CHANGES.......................................................................................................9 INTEREST EARNINGS...........................................................................................................9 INVESTMENT POOLS/MUTUAL FUNDS................................................................................9 COLLATE RALIZATION.........................................................................................................10 SAFEKEEPING AND CUSTODY OF SECURITIES...............................................................10 DIVERSIFICATION................................................................................................................11 MAXIMUM MATURITIES.......................................................................................................11 INTERNAL CONTROL...........................................................................................................11 PERFORMANCE STANDARDS............................................................................................12 REPORTING.........................................................................................................................12 INVESTMENT POLICY ADOPTION......................................................................................12 APPENDIX Glossaryof Terms........................................................................................................13 Prepared Anil H. Gandhy, Finance Director City of Downey InvestmentELhcZ 7:10-NIM It is the policy of the City of Downey to invest public funds in a manner which will provide the highest investment return with the maximum security while meeting the daily cash flow demands of the City of Downey and conforming to all state and City of Downey's laws governing the investment of public funds. The investment of the funds of the City of Downey is directed toward the goals of safety, liquidity and yield. The State of California authority governing investments for municipal governments is set forth in the California Government Code, Sections 53600. This policy covers the investment activities of all contingency reserves and inactive cash balances under the direct authority of the City. of the City of Downey, City of Downey Public Facilities Financing Corporation, City of Downey Water Facilities Corporation, Downey Housing Authority, and City of Downey acting as Successor Agency to the Redevelopment Agency and as accounted for in the Comprehensive Annual Financial Report (CAFR). specifically exempted. Investments made on a pooled basis may include investments of the City of Downey and its component units and agencies. ff=,,t f-j-'21 T -1-77, F ur-f rTrrtTnL TF-'ML7M=T - 70"t balances from all funds to maximize investment earnings and to increase efficiencies with regard to investment pricing, safekeeping and administration. Investment income will b(!- allocated to the various funds based on their respective participation in accordance with MMMZ= Policy statements outlined in this document focus on the City of Downey's total investment funds portfolio, but will also apply to all other funds under the City Finance Director's span of control unless specifically exempted by resolution. This policy is applicable, but not limited to all funds listed below: =001 =27 11M Special Revenue Funds P I re I pared by: An I i 1 1 H. Gandhy, Finance Director 31 City of Investment Policv • Debt Service Funds • Capital Projects Funds • Enterprise Funds • Internal Services Funds • Agency Funds • Any new fund created by the City Council unless specifically exempted Investments shall be made with judgment and care under prevailing circumstances in which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. i ne stanaara OT pruaence to De usea by 1nveM-M=-(rTCTM'9TnW&"1'67hTU =pM person" standard and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures and the investment policy and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk or market price changes, provided deviationsfrom expectations are reported in a timely fashion and appropriate action is taken to control adverse developments. The primary objectives, in priority order, of the Cityof Downey's investment activities shall be: 3MJ Safety of principal is the foremost objective of the investment program. InvestmeN #f the City of Downey shall be undertaken in a manner that seeks to ensure t preservation of capital in the overall portfolio. To attain this objective, diversificati is required in order that potential losses on individual securities do not exceed t income generated from the remainder of the portfolio. I Prepared by: Anil H. Gandhy, Finance Director 4 City of Downev Investment PohSX •' Liquidity The City of Downey's investment portfolio will remain sufficiently liquid to enable the City of Downey to meet all operating requirements which might be reasonably anticipated. The City • r• investment portfolio shall •- designed with the objective • • a rate • return throughout budgetary and economic cycles, commensurate with the City of Downey's investment risk constraints and the cash flow characteristics • the portfolio. Authority to manage the City • Downey's investment program is granted • the City • • an annual basis and assigns the responsibility of management for the investment program to the Finance Director who shall be responsible for all transactions undertaken and shall establish a system • controls to regulate the activities •'f subordinate investment personnel. The Finance Director may delegate daily investment activity, such as carrying out the Finance Director's investment instructions, confirming treasury transactions and other routine activities. No person may engage in an investment transaction except as provided under the terms •li this policy and the procedures established •' the Finance Director. Officers and employees involved in the investment process shall refrain from personal business activity that could • with proper execution • the investment program, •: which could impair their ability to make impartial investment decisions. Employees and investment officials shall disclose to the City Manager any material financial interests in financial institutions that conduct business within their jurisdiction and they shall further disclose any large personal financial/investment positions that could •' ^• to the performance •' the City. The City shall transact with primary dealers or regional dealers that qualify under Securities • • Commission Rule 15C3-1 (uniform net capital rule). A Prepared by: Anil H. Gandhy, Finance Director 5 determination should be made to ensure that the approved broker/dealer(s) and individual(s) covering the City are reputable and trustworthy based on credibility and reliability in the local agency investment space. In addition, the broker/dealer(s) should have the ability to meet all of its financial obligations in dealing with the City of Downey. The firm and individuals covering the City should be knowledgeable and experienced in public agency investing and the investment products involved. No public deposit shall be made except in a qualified public depository as established the state laws. The Finance Director shall annually send a copy of the investment policy to financial institutions and broker/dealers that conduct business with the City of Downey. Receipt of Downey's investment policies and intends to offer the City of Downey only appropriate investments authorized by this investment policy. Investment of City funds is governed by the California Government Code Sections 53600 et seq. Within the context of the limitations, the following investments are authorized, as further limited herein: TIMMOM M 11 R 1"M ITZ M 19 F M 1"M I Mo credit of the United States are pledged for payment of principal and interest. There is no percentage limitation of the portfolio which can be invested in this category, although a five year maturity limitation is applicable. Federal agency or United States govern ment-sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as t# principal and interest by federal agencies or United States government -sponsored enterprises. There is no percentage limitation of the portfolio which can be invested in this category; a five year maturity limitation is applicable. Bankers' acceptances otherwise known as bills of exchange or time drafts that are drawn on and accepted by a commercial bank. Purchases of bankers' acceptances shall not exceed 180 days' maturity or 40 percent of the agency's moneys that may be invested pursuant to this section. However, no more than 30 percent of the agency's moneys may be invested in the bankers' acceptances of any one Prepared by: Anil H. Gandhy, Finance Director 6 • r• Investment Pohcv oi and number rating as provided for by a nationally recognized statistical -rating organization (NRSRO), shall not exceed 270 days to maturity and shall not exceed • of the portfolio. • more than 5% of the total assets of the portfolio may • '• in any one issuer's commercial paper. A local agency, other than a county or a city and a county, may invest no more than 10 percent of its total investment assets in the commercial paper and the medium -term notes of any single issuer. Time deposits, non-negotiable and collateralized in accordance with the California Government Code, may be purchased through banks or other financial institutions. -•• in excess of the -•- deposit insurance limit are required to be Negotiable Certificates of deposit issued by nationally or state -chartered banks, a savings or state association or a federal association (as defined by Section 5102 of the Financial ••` a state • federal credit union, •,I • a -•` licensed • state - licensed branch of a foreign bank. Purchases of negotiable certificates of deposit may • --• i'•a • the value • the portfolio. A maturity limitation • five years is applicable. Repurchase agreements with specific terms and conditions may be transacted with banks and broker/dealers. The maturity of the repurchase agreements shall not exceed 90 days. The market value of Treasury securities used as collateral for the repurchase agreements shall be monitored by staff and shall not be allowed to fall below 110% of the value of the repurchase agreement. A PSA Master Repurchase Agreement is required between the City of Downey and the broker/dealer or financial institution for all repurchase agreements transacted. Reverse • agreements with specifies terms and conditions may transacted with broker/dealers and financial institutions but cannot exceed 20% of portfolio value the date entered into. The City may enter into reverse repurchase agreements • to fund short-term liquidity needs. The term • reverse repurchase. - agreements may not exceed 90 days. with a maximum remaining maturity of five years or less, issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States. Notes eligible Prepared • Anil H. Gandhy, Finance Director 7 City of Downey_ Investment Polio of "A" or its equivalent or better by an NRSRO. Purchases of medium -term notes shall not include other instruments authorized by this section and may not exceed 30 percent of the agency's moneys that may be invested pursuant to this section. A maturity ME= Ineligible investments are those that are not described herein, including but not limit to Common stocks and long term (over five years in maturity) notes and bonds a generally prohibited from use in this portfolio. On occasion, special circumstances arise that necessitate the purchase of securities beyond the five -ye limitation, which require City Council prior to purchase. Such approval must be issu no less than three months prior to the purchase of any security exceeding the fiv year maturity limit. See below authorization for the City of Downey. Special circumstances arise that necessitates the purchase of securities beyond the five (5) year limitation by three (3) to six (6) months to maximize return on investment. On occasion, time is of the essence due to market deadlines for making such investment purchases, making obtaining prior approval from City Council unpractical and resulting MZMST*=� Therefore, the Finance Director is authorized to make Suitable Investments as described in this Investment Policy, not to exceed six (6) months beyond the five (5) year limitation, provided such investment is also authorized under State law, with the prior notification to and acknowledgement of the City Administrator, and in his absence the City Finance Manager. Further notification will be given in the form of a report to the City Council at the next regularly scheduled City Council Meeting following the purchase of any securities beyond the five (5) year limitation, for City Council EEE=1 Various daily cash funds administered for or by trustees, paying agents arfel custodian banks contracted by the City of Downey may be purchased as allow under State of California Government Code. Only funds holding U.S. Treasuryl The following summary of maximum percentage limits, by instrument, is established for the City of Downey's total investment funds portfolio and all exceptions to the Investment Type Percentage, to the extent permitted by law, must be approved by the Finance Director in written form and included in monthly reporting to City Council: Investment Type Percentage am mwal= Prepared by: Anil H. Gandhy, Finance Director 8 of DowneX Investment PohcX US Government Agency Obligations 0 to 100% W-Tor'n- 01011TRZT-TUF =I - Medium Term Corporate Notes Negotiable Certificates of Deposit rZT4 171- =1 NEMEMESM 0 to 50% 0 to 40% 0 to 30% 0 to 30% 0 to 100% 0 to 20% 0 to 25% �4 1Y&J 11111111011i M 7 R TP--N.TM If repurchase agreements are legal or authorized, a Master Repurchase Agreeme must be signed with the bank or dealer. I The securities held by the City must be in compliance with Section 6, Authorized and Suitable Investments subsequent to the date of purchase. The Finance Director shall all least quarterly review the portfolio and identify those securities that do not comply. Finance Director shall establish procedures to report to council major and critica' incidences of noncompliance identified through the review of the portfolio. Any State of California legislative action, that further restricts allowable maturities, investment type or percentage allocations, will be incorporated into the City of Downey's Investment Policy and supersede any and all previous applicable language. INTEREST EARNINGS All monies earned and collected from investments authorized in this policy shall be allocated monthly based on the cash balance in each fund as a percentage of the entire ff J14VU-11JW-2 Prepared by: Anil H. Gandhy, Finance Director 9 City of Investment A thorough investigation of the pool/fund is required prior to investing, and on a continu-" basis. Best efforts will be made to acquire the following information: I M! �i nl=•� 1!11 102= MUIRMM 3. A description of how the securities are safeguarded (including the settleme processes), and how often the securities are priced, and the program audited. 4. A description of who may invest in the program, how often, what size deposit and VIMMUMMUMUT-7 =*- gill 5. A schedule for receiving statements and portfolio listings. 6. Are reserves, retained earnings, etc. uzed by the pool/fund? 7. A fee schedule, and when and how is it assessed. 11 RON Collateral ization will be required on two types of investments: certificates of deposit an repurchase (and reverse repurchase) agreements. In order to anticipate market change and provide a level of security for all funds, the collateral ization level will be 110% ( 'I market value of principal and accrued interest. The City chooses to limit collateral to UZ Treasury securities. Collateral will always be held by an independent third party wit whom the entity has a current custodial agreement. A clearly marked evidence ownership (safekeeping receipt) must be pplied to the City retained. The right collateral substitution is granted. I suand To protect against fraud or embezzlement, or losses caused by collapse of an individu securities dealer, all securities owned by the City of Downey shall be held in safekeepin by a third party. All investment securities may be maintained by a banking institution a broker/dealer firm for safekeeping as long as the securities are held in the City's nam] Prepared by: Anil H. Gandby, Finance Director 10 City of Downey Investment Pohg Third -party safekeeping arrangements will be approved by the Finance Director and will be corroborated by a written custodial agreement. All securities held by the safekeeping custodian on behalf of the City shall have the City of Downey as the registered owner, and all interest and principal payments and withdrawals shall indicate the City of Downey as the payee. All bank deposits will be FDIC insured or deposited with institutions that comply with the State collateral requirements for public funds. Securities held in custody for the City of Downey shall be independently audited on ?.nnual basis to verify investment holdings. I All exceptions to this safekeeping policy must be approved by the Finance Director in written form and included in monthly reporting to City Council. The City of Downey will diversify its investments by security type and institution. VT_,'#W,1ae exception of U.S. Treasury securities and authorized pools, no more than 5% of the City of Downey's total investment funds portfolio will be invested in a single security type or with a single financial institution. iy� FX14 1 J411vi I Ji F-All IM V 19 1 *9 To the extent possible, the City of Downey will attempt to match its investments with anticipated cash flow requirements. The City of Downey may collateralize its repurchase agreements using longer -dated investments not to exceed five (5) years to maturity. Unless matched to a specific cash flow, the City will not directly invest in securities maturing more than 5 years from the date of purchase. However, the City may collateralize its repurchase agreements using longer -dated Treasury securities not to exceed five (5) years to maturity. Reserve funds may be invested in securities exceeding five (5) years if the maturity of such investments is made to coincide as nearly as practicable with the expected use of the funds, is based on the bond legal document, and 9 , I Internal policies and procedures have been developed and documented to assure that appropriate controls are in place to document and confirm all transactions. An independent annual review by the City of Downey's external auditor shall be conducted in conjunction with the City of Downey's annual audit. This review will assure Prepared by: Anil H. Gandhy, Finance Director 11 City of Downey Investment Poky 3MM�� The investment portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economy cycles, commensurate with the investment risk constraints and cash flow needs. The city's investment strategy is passive (buy and hold); however, the city will take advantage of market conditions when reviewing maturity ladders and cash flow needs. Given this strategy, the basis used by the Finance Director is a reasonable market yield based on the weighted average maturity of the portfolio and the comparable US Treasury. I Z4:1W6J :4 91 The Finance Director shall provide the City Council monthly investment reports, which provide a clear picture of the status of the current investment portfolio. The management report may include comments on the fixed income markets and economic conditions, discussions regarding restrictions on percentage of investment by categories, possible changes in the portfolio structure going forward and thoughts on investment strategies. Schedules in the quarterly report (submitted within 30 days following quarter end) should include the following: A listing of individual securities held at the end of the reporting period by authorized investment category. • Acquisition date and final maturity of all investments listed. • Coupon, discount or earnings rate. • Par value, Book Value and Market Value. • Percentage of the Portfolio represented by each investment category • Statement on availability of funds to meet its obligations within the next six The City of Downey's investment policy shall be adopted by resolution of the City ffJ Downey's City Council. The policy shall be reviewed annually by the City Council an any modifications made thereto must be approved by the City of owney's City Cuncl Do Prepared by: Anil H. Gandhy, Finance Director 12 City of D• • Preparedby: Anil H. Gandhy, FinanceD City of Downa Investment Policy N1 SrWTjPJO= Bond - A financial obligation for which the issuer promises to • the bondholder a specified stream of future cash flows, including periodic interest payments and a principal `•.' Book Value - The value at which a debt security is shown on the holder's balance sheet. i•• value is acquisition • less amortization • •I • accretion •' discount. Comprehensive Annual Financial Report (CAFR) - The official annual financial report for the City. It includes five combined statements and basic financial statements • each individual fund and account group prepared in conformity with Generally Accepted Accounting Principles (GAAP). Coupon - The annual rate • interest that a bond's issuer fI• to pay the bondholder on the bond's face value. Custody - A banking service that provides safekeeping for the individual securities a customer's investment portfolio under a written agreement which also calls for the bank to collect and pay out income, to buy, sell, receive and deliver securities when ordered to do so by the principal. I Discount - The difference between the cost of a security and its value at maturity when quoted at lower than face value. Diversification - Dividing investment funds among a variety of securities offering independent returns and risk profiles. 11 73 111110! � I MCI= Market Value - The price at which a security is trading and could presumably be purchased •I sold. Maturity - The date •• which the principal or `• value • an investment becomes due and payable. I I I . oil 0 so LOIN NO-19AZ-14M"I kyj kILWI lo 014111 g k$j 6101--1 1410116-2o[4- LO Rog I or -A w-40 L:-j m 0 ik"r-g-r-Alagg - S - I .p• by: Anil H. Gandhy, Finance Director 14 City of Downey Investment Pohcy Rate of Return - The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return. Repurchase Agreement (REPO) - A transaction where the seller (bank) agrees t* buy back from the buyer (City) the securities at an agreed upon price after a stated period of time. seller (City) agrees to buy back from the buyer (bank) the securities at an agre upon price after a stated period of time. i Treasury Bills - U.S. Treasury Bills which are short-term, direct obligations of U.S. Government issued with original maturities of 13 weeks, 26 weeks and 52 weeks; sold in minimum amounts of $10,000 in multiples of $5,000 above the minimum. Issued in book entry form only. T-bills are sold on a discount basis. Prepared by: Anil H. Gandhy, Finance Director 15