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HomeMy WebLinkAbout1998-08-04; City Council; 14796; REPORT ON CITY INVESTMENTS AS OF JUNE 30, 1998_. a z .3 V -4 .. E t4 5 V 0 V 0 0 CITY OF CARLSBAD -AGENDA BILL fl& IAB# ?!,%%- I TITLE: A MTG. 8 -7- 78 REPORT ON CITY INVESTMENTS CITY Am: & DEPT. TRS AS OF June 30,1998 CITY ma RECOMMENDED ACTION: Accept and file report. ITEM EXPLANATION: The City’s Investment Policy requires the City Treasurer to report to the City Council on monthly basis the status of the City’s investment portfolio. This report is presented Council each month on the investments held. In summary, the City’s investment portfolio as of June 30, 1998 is as follows: Investment Portfolio (Cash and Securities) Current Month Prior Month Par Value 248,043,524 252,800,819 Market Value (2) 247,559,450 252,207,413 Amortized Cost (I) 247,453,885 252,094,308 Cost of Investments 247,562,652 252,144,072 (1) The cost of investments adjusted for amortized premiums and discounts. 1 (2) The amount at which the investments could be sold. Source of market values is Union Bank of California’s custodial report as of 06/30/98. - 1 Interest Income Current Current Income Month FYTD Month FYTD Month Prior Cash Income Fiscal 525,214 1 1,638,196 12,163,411 Year-to-Date * * The cash income received is adjusted for any accrued interest purchased. 5 0 8 PAGE TWO OF AGENDA BILL NO. Investment Performance I Average Life (Years1 Average Yield I I I April 1998 1.40 June 1998 5.83% 1.44 May 1998 5.859 1.46 5.88% I 1 I All investments have been made in accordance with the City’s Investment Policy adopted Jan1 2, 1985 and last revised September 2, 1997. All investments were initially made in accordance \ the City’s Investment Policy. Events subsequent to the purchase might have resulted in sc investments not being in compliance with the current policy. These events are typically a chang the City’s Investment Policy or a change in the credit rating subsequent to a purchase. See Ex1 8 and 9 for details. Investment portfolio has the ability to meet the City’s cash flow demands for the next six months. EXHIBITS: I, Investment Portfolio Breakdown By Book Value, Market Value, Cash Income, and Aver; Yield 2. Investment Portfolio Breakdown Of Maturities 3. Yield Comparison Graph 4. Cumulative Cash Income Graph 5. Second Quarter Transactions 6. Investment Report 7. 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" is as 0 2 7 1:: ~~~S~Nn~g~~~~~h~~~,Pr.\ "~2i==6s~,a~L"~or.,,~~v)o s243,s4 ggs W mLO,LOm3 wwWS~in~~~~~~~~~,~~~~~~ 3 2+zm ?5? $s*ggQig:I%": LOu),,,,,~,,~,,a~,~~~y~~~~~~~ NNvAaIa~L fnDsz~nalo ,.pas 25 I$%% -mzyy ~~"y'~~~2~~zp~~4~nwa-z~~~~~~ iz~fnw"'=da>rn 00 WU ~~~$Lj~~wo-lc~~cc-l~-l~~~~g~~~~~~~~~~$~ o-l~~dI-a ~<+~Am~~~~~zc!jZ aI-3v)I-o> 2$aaaw+ 'OSaU ~~~~~~~~~1a4faaa,,K,zz*~nmK~~>az~3~ op~oo~~~~~oxooow~awo~~~~~~o~~~o~~o~ 001-0 Ykk"-k z~uzza~ma~zoozz~uz~m~~aa~~z~~c~mn~a 2g55>>> ~zzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzzz ~~oOooovooo~oooovoovoooooooooooOOOOOO 0000000 am0 ow0 0 m gz ~~gggSSS8SS8SSS88888888888888~8888888 2 22% 88% 9 9 m u)- 0- 7. m- N. .- N ON~ LO N' w uI na~~~~~~~~~~~.~~~~~~~~~~~~~~~~~.~~~~~~~~~~~~.~.~.~.~.~~~~~~~*~~~-~~~~~ 2- wo >r-Nr."N-NN"-N- .-N-N.-NN."" --"F--- 2 IC NT-P % -1 zu 0 2 ?ai -11 A -1-1 y 39 55 aOgjz05 0 c J ?Z.?<:-ZP z300ho gg0~~zzaWa-3Wn~o~g 98 yu I- cl z 3 0 gog300wX oao~goo.-=,~~~o~sd~z~ zzN 3-4 z > ogg25 2~a~ozzan~~g~~~~~m__;BN s;g w 2 0 z mc3mgn~~~nzoo~6~So- :g ~~~2~~,~of2~a33~Y~s~n~~\ oLOmoo~go~q~~ nom~30~a-.~~~ 3aN33m Yl :gs!3 SEA0 0wLjI~;O UZ ",~~'~1"55~~~~~~9~~~~5u3~~ OZIO c ~~~a~99~90988~889889994894999999999 000000000000Orrrrr~r~~~~~~~~~NNNNNN ~~LOLO==~=~=~==aaa==~~~==~=~~::a~~~~~o -LO-LO~LO~-LOLOL~L~----P-LO~O--~--~O~~ lnlo u) mmoor NO tnm r.mmr-- mlom- 2 dl T-r I c mmmfnr.mfnr.~mcmu)wmcu)cmmmmfnfnr.mfnr.r.r.r.r.mwr. ~~,:~""--a~~~~::s~b$~~a~~a~~a~~~~~~~~~ ~~~~~~~eeee~eeeeeeeeeeeeeee~~~~~~~~ ~oornom~orn~~ou)~m~mm~o~~~o~~~~~~v)m To r z - 0 n $ s E e U - r L e e Exhil Reconciliation of Fund Source to Investment Portfolio AS OF JUNE 30,1998 Cash Balance by Fund: General Special Revenue Debt Service Capital Projects: General Capital Construction Traffic Impact Fees Public Facilities Fees Park Development Transnet Taxes Drainage Fees Special Districts Other Capital Construction Enterprise: Carlsbad Municipal Water District Sewer Fund Solid Waste Golf Course Internal Service Redevelopment Funds (1) Agency Funds Misc. Special Funds 7,349,053 3,976,393 21,858,755 5,956,132 6,193,860 5,038,953 50,086,230 4,968,682 Total 29,600,068 37,585,351 1,679,944 2,805,264 Total 33,540,909 19,162,454 1,233,563 105,428,057 71,670,626 10,519,185 0 10,675,744 0 Total General Ledger Balance ** 252,230,538 Amortization of discounts and premiums Deposits in transit Outstanding checks Wire in/(out) not recorded Other Net adjustments per bank statement (62,802) (73,427) Total adjustments (1 36,230) Total Treasurer's Investment Portfolio 252,094,308 (4) Redevelopment Fund Balances are interspersed throughout all funds. " ,,,., "~"~-~*?,~~,~ ,,,,, ~,~,",~~"~~~.~~-~..~. ",". "I , ,"."."," .,,,,,, ,"A ,?,X -1,1<,*1 ?, i x ;~me~~~_srt;NnO~~~~~~~Q~~,~~~~~~~'"~~~~~ 0 d) CITY OF CARLSBAD INVESTMENT PORTFOLIO Exhib AS OF JUNE 30,1995 CORPOR4 TE NOTE AND COMMERCUL PAPER RA TINES Corporate Note Investments Meeting the Current Investment Policy: (Ratings must be AA or better by both Moody'sand S&P) Moody's S&P - ABBEY NATIONAL TREAS ASSOC CORP OF N A AT&T BANC ONE CENTAL ILLINOIS LT DETROIT SEWER DUKE ENERGY DUPONT FCC NATIONAL BANK FIRST NATIONAL BANK FIRST USA BANK FRANKLIN UNVL TRUST GENERAL ELECTRIC CREDIT HARVARD UNIVERSITY HEWLETT-PACKARD J P MORGAN KENTUCKY UTILITIES MERRILL LYNCH MORGAN GUARANTY NATIONAL RURAL UTILITIES NORWEST OKLAHOMA GAS & ELECT PEFCO SOUTHWESTERN BELL ST PAUL CO TRAVELERS GROUP INC AA2 AA3 AA3 AA3 AA2 AAA AA3 AA3 AA3 AA3 AA2 " AAA AAA PA2 AA2 AA2 AA3 AAl AA3 AA3 AA3 AAA AA3 AA3 AA3 AA- AA- AA- AA- AAA AA- AA- A-l+ AA- AA AAA AAA AAA " AA+ AA AA AA- AAA AA AA- AA- AAA AA AA AA- Commercial Paper Investments Meeting the Current Investment Policy: (Ratings must be AIR1 or better by both Moody'sand S&P) (Ratings of other debt must be AA or better by both Moody'sand S&P) GREENWICH FUNDING Al+ P1 Other Debt: MERRILL LYNCH Al+ P1 Other Debt: AA3/AA- GOTHAM FUNDING A- 1 P1 Other Debt: Investments Made Under a Previous Investment Policy (Ratings must be A or better) Prior to 2/13/96 Moody's S&P - FORD MOTORS CREDIT A1 A Investments with Subsequent Changes in Credit Rating * Maturity Carrying Market Moody's - S&P - Date Purchased Value Value DONNELLY A1 A+ 12/01/00 AA3/AA- 1,077,287 1,070,480 KAISER FOUND HSP A3 A 01/11/00 AA3/AA 941,266 952,621 ST PAUL CO A1 A+ 08/27/98 AA3/AA 1,003,389 1,003,560 ST PAUL CO A1 A+ 08/13/01 AA3/AA 1,003,465 1,023,190 f The City's Investment Policy allows the City Treasurer to determine the course of action that would COlTeCt exceptions to the policy. All of these investments are paying interest at the required times. The principal of all investments are considered secure. It is the intent of the City Treasurer to hold these assets in the portfolio until maturity unless events indicate they should be sold. CI a F CARLSBAD INVESTMENT PORTFOLIO 4B Exhib AS OF JUNE 30,1998 PERCENTAGE WEIGHTINGS BY CORPORAll? NOTE ISSUER ABBEY NATL TREAS ASSOCIATES COW NA AT&T BANCONE CENTRAI, ILLINOIS LT DETROIT SEWER DONNELLY DUKEPOWER DUPONT FCC NATIONAL BANK FJRSTUSA BANK FIRST NATIONAL BANK FORD MOTORS CREDIT FRANKLIN UNVL TRUSTS GENERAL ELECTRIC CREDIT GOTHAMFUNDING (CP) GREENWICH FUNDING (CP) H.4RVAR.E UNIVERSITY HEWLETT-PACKARD J.P. MORGAN KAISER FOUD HSP KENTUCKY UTILITIES MERRILL LYNCH (includes CP) MORGAN GUARANTY NATIONAC RURAL UTILITIES NORWEST OKLAHOMA GAS & ELECTRIC PEFCO SOUTHWESTERN BELL ST PAUL CO TRAVELERS GROUP INC Investment Cost 1,124,595.00 10,071,876.00 2,044,620.00 1,999,830.00 1,014,650.00 1,014,980.00 1,145,610.00 2,048,020.00 1,168,073.48 975,690.00 2,039,195.00 2,042,280.00 945,870.00 998,750.00 1.2,111,090.00 3,893,086.67 4,803,315.44 1,353,744.24 1,011,080.00 999,720.00 954,188.00 2,024,340.00 8,360,331.83 1,995,580.00 1,996,920.00 10,756,869.00 1,012,500.00 1,028,438.00 3,084,830.00 2,042,260.00 1,105,341.85 Percent of Portfolio* 0.45% 4.00% 0.81% 0.79% 0.40% 0.40% 0.45% 0.81% 0.46% 0.39% 0.81% 0.81% 0.38% 0.40% 4.80% 1.54% 1.91% 0.54% 0.40% 0.40% 0.38% 0.80% 3.32% 0.79% 0.79% 4.27% 0.40% 0.41% 1.22% 0.81% 0.44% Total Portfolio * No more than 5% may be invested with a single issue. $252,094,308.08 0 d Exhib m .- f XY Y C g cc s cccc 2 2222 - $2 2 e!? 2 YX x Y GG G ” a, c WW W - e a YYYX mmmm xx et cc s c mm m m $ mmmm 5cWW r?;ijij 3 W ma m m 22 iigtnm t; 29 2 2 92 m - E z - 8 28 u, -e gjj E .- H U OWaa ZV?? OO*” arm Lo- W Lo. t a? ” Lo q c9 x (D z d 2 L 3 3 m & S c a, v) v) c9 f r 00 99 r-- - $F1 m v) OY x S d v) 3 oa 2: 0 0 b ” 9 ” 2 co ? r-: r. r. .- m E 2 - m 0 cn k c t E c .- U 0 a m PC 9 0 K ” e * 0 ” N I’. co N. 0aaQ) v) ss“,””i;8~v?<g~ Lo 00 om r. 2 00” zz - ; 8’ s $3 v) 3% P “Ea? b ;- 0 $C g 6 m 2- 9 g- ” 7 cn g 0O”lc x:$ x i; 9c9c?9 ONO” E9 0 ” - m a- m” U ii - u 0 u) u) U 0 u) u) U 3 .- - .- OWWa F, P 8 Z$O?? T 2 , zz z: 2 2 2 -=?; 2 >, 25 050 i? 2% & 2 uz 2 *E In Lo 00 oa ” co moa m 0 cob 00 (D 0- ” N ? E or In * 0 W OY r- m 00 m “ N - OOVF- arm u? t o? ” c9 ” W F or r ;- m - ua, n fgg b ssss 3 =a * m cz ’sss pj ZZZZ s I z 52 ?S $ $ $25 r- Lo 5 00 u $E2 iiii i s ss s s ss s s O $ cs 2 Lo9 $ $ r-Lo Lob 2 2 -?lo Lo tn S ZZZZ Z 0 r E m c E u) a, - z I ~ c c (u E P d 2 0 P X c m m % 222 z2ZS 3c+c %?*E EaIa ggea ml $ In m e! + C m 0 .- b a E e ii - In rn .- - 8 5‘ u) m e! F U W I -0 LL a E ’E .!* W .? 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