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HomeMy WebLinkAbout10/18/2000 - STAFF REPORTS (22) DATE: September 29, 2000 TO: City Council FROM: Director of Finance & Treasurer RE: Treasurer's Investment Report as of August 31, 2000 Attached is the Treasurer's Investment Report as of August 31, 2000. The report includes the face value and coupon rate (if applicable) of the investments and the source for the market value estimate. Also included is information on the investments of Bond Issue reserve funds, and on loan repayment programs managed by a bank. The investments, in type, maturity and as a percentage of the total portfolio, are in compliance with the existing City Council- approved investment policy with one exception: the FICO notes ($500, 000, 4/16/18, 9 . 8%) exceed the 5 year limitation on maturities (Detail of Investments, Long Term Investments, Mortgage Pass Thru's) . The investment in question was purchased prior to the adoption of the 5-year limitation. Since it appears to represent no additional risk either because of credit-worthiness or liquidity, earlier councils decided to allow it to be retained in the investment pool because the yield is higher than attainable under current market conditions. We recommend that this exception to the policy be continued. State law requires this report to be submitted within 30 days of . the end of the quarter. Because all of the City' s bank accounts may not be completely reconciled, there may be minor adjustments to the cash on hand in the checking account and to the valuation of the bond issue's money market investments. All other amounts are actual. The weighted average maturity (WAM) of the portfolio is 488 days. The maximum WAM allowed by the Investment Policy is 1095 days. The current portfolio and expected revenue cash flow will be sufficient to meet budgeted expenditure requirements for the next six months and the foreseeable future thereafter. Submitted by: Thomas M. Kanarr Treasurer treasrep CITY OF PALM SPRINGS 9/28/00 TREASURER'S MONTHLY REPORT SUMMARY OF INVESTMENTS AUGUST 31, 2000 On Call Deposits Adjusted Basis Category Total Percentage Checking Account $ 351,887 State Pool 18,890,000 $19,241,887 50.93% Short Term Investments (1 year or less) Time Deposit 250,000 Corporate Notes 499,290 U.S. Gov't Agencies 2,000,000 2,749,290 7.28% Medium Term Investments ( 1 year to 3 years) U.S.Gov't Agencies 4,998,750 Corporate Notes 2,995,110 7,993,860 21.16% Long Term Investments U.S. Gov't Agencies 7,798,594 7,798,594 20.64% Total Invested Cash $37,783,631 100.00% *Some investments made prior to the implementation of the current Investment Policy exceed the 5 year limit. veasrep TREASURER'S MONTHLY REPORT 9/29/00 DETAIL OF INVESTMENTS AUGUST 31, 2000 Coupon Yield Adlus ed Gaorna only) Prior Gar Par Value Rate Ranng Mamray 1.mamnty Cost Basis Category Total Market Value Source Monks,Voice On Call De outs Checking-Bank Gf Amenca 351,887 variable AAA open 590% S 351,887 S $ 351,887 ]]6,272 L 21 Agency Invest Fund(LAIF) 18,M,M variuble N/A open 6 50% 18,890,000 18,890,000 LAIF 23 290,000 19 241.997 Short Term Investmenev (I e or less) Time Deport Palm Spnngs Savmgs Bank 250,000 5A3% AAA 11/04/00 5 83% 250,000 250," P.S Savings 250,000 Certiorari,Notes Ford 500,000 6.25% MA+ 111081W 629% 499,290 499,405 BNY Wea[cm Tr 498,430 U.S.Gov't Agency Smrrhke Fdeml Home Loan Hank I'M," 705% N/A 11/09/01 7.05% 1,000,000 999,375 BNY Wootton 998.125 Federal National Mortgage Assn I,OW,000 5.43% N/A 0329101 5.43% 1,000,000 992,70 BNY Western Tr M,m 2,]49,2W Media.Term Invetmenu (1 year m3 ears) US Gov't Agency Securities Federal Home Laan Bank 2,000,000 540% N/A 02/12/02 542% 1,998,750 1,963,750 BNY Western Tr 1,954,375 Fderal Farts Grdrt Bank 1,000,000 550% N/A 03/26/02 5.50% I,M," 981,430 BNY Western Tr 9]),344 Fderal Home Loan Bank 1,WQ000 700% N/A 05/03/02 7W% 1,000,oa, 999,375 BNYWestem 99],18] Federal Nat'l Mortgage Assn. 1,"," 622% N/A 04/10/03 6.22% 1,000,000 994,930 BNYWeAem Tr 9]),170 Corporate Notes In¢madonal Cease Finanoe Carp. 2,00 ,000 5.40% At 01122102 543% 1,998,660 1,961,620 BNY Was[em Tr 1,941,020 Bear Stearns Co.,Inc 1,000,000 6.13% A2A+ 02/01/03 621% 996,450 973,070 BNY Western Tr 963,870 7,993,90 Long Tenn Investment (3 years to 5 ears) US Gov't Agency Securities Federal Home Loan Mortgage Assn 1,000,000 6.00% N/A 01/05/04 6W% 1,0(q,WO 972,812 BNY Western Tr 964,687 Federal Home Mati Mot Assn 2,500,000 513% N/A 02J03/04 E13% 2,SOO,OW 2,421,375 BNY Western Tr 2,393.250 Federal Home Loan Mortgage Assn 2,000,000 fi.13% N/A 03/1]/04 6.13% 2,000,WO 1,947,500 BNY Wesmm To 1,931,250 9]],]60 BNY IVesmrn Tr 9W,]]0 Federal Nat'l M.BarAssn 1000,000 5.94% N/A 03/29/04 5.94% 1,000,000 791,250 BNY Western Tr ]8],000 Groaner Home Loan Bank 800,000 ].00% N/A 09/IS/04 ]80% 498,rado 594 Financmg Cooperation(FICO) 500,000 9.80% NIA 0410fi/18 9.80% 498,594 635,245 Nations➢ask 633,80 7,798,594 Tmal Invested Cash 5 37,793,631 S 3],58],544 42,290,540 neasrep TREASURER'S MONTHLY REPORT 9/28/00 MISCELLANEOUS AND TRUST ACCOUNTS AUGUST 31, 2000 Yield Adjusted Par Value Coupon Rating Maturity to Maturity Cost Basis Category Total Total Invested Cash 37,783,631 37,783,631 $ 37,783,631 Miscellaneous Accounts Petry Cash 2,650 N/A N/A open none 2,650 Revolving Fund-Bank of America 5,412 N/A N/A open none 5,412 Trust&Agency-Bank of America 574,076 N/A N/A open none 574,076 1911 Assessment Funds-Bank of America 634 N/A N/A open none r 634 Rehab Loans(CDBG)-Washington Mutual 53,923 variable N/A open 1.49% 53,923 Downpymt.Asst.(Housing Fund)-Washington Mutual 32,175 variable N/A open 1.49% 32,175 668,870 Deposits Held In Tms[ Time Deposits (FDIC Insured) Downey S&L(Cat Cyn Country Club) 53,267 6.06% N/A 2/12/O1 6 06% 53,267 Downey S&L(Cohen,Mark) 13,867 5 45% N/A 10/24/00 5.45% 13,867 Downey S&L(Donovan Bequest) 15,717 5 45% N/A 10/21/00 5.45% 15,717 Downey S&L(Palmer Cable T ) 4,171 5.25% N/A 1/19/01 5.25% 4,171 PS Savings Bank(Coyote Springs Apt) 15,175 5.77% N/A 6/24/O1 4.88% 15,175 102,197 $ 38,554,698 Total Cash Deposited H,�rtr TREASURER'S MONTHLY REPORT B9avw BOND ISSUE RESERVE,DEBT SERVICE&RELATED FUNDS AUGUST 31,2000 cvuv"n Y0d A6J'wd tm:mu uwrl Pvua ma Par Value Ra¢ NYny M,mnty 11 MamnlY Corl Basu Cmcgvry Toul hlmkn Veluc Svmcc MnaAn Value 19d9 Waslcwa¢r/Maher ...e CVM1 0 0 BNY Wes¢m Te I 1PM lml gervve T—,Morcy Mohet 1.457.767 —Wm opev 59]t( 2,151,16] 2'1/'ll] BNY Wer¢m11 IM793 IIS Twury Nmc 1.]59.±9] fi±SR AAA 0111110E 6ESIL 1.]59,±9] 1.745.6+ BNY WCRm1 1,]43.43] 1991/199]Covvemov Cenua cash 1 1 I BNYWUIemR 1 IPM In+t gervlce Tm�sury Aloney Mahet ±,<81 ve.N open 5N,-, Mll M11 BNY W,,,,MTt ±AS¢ AlC lnverunsn Agiecmmt <,O9t545 668% MA Illllll 66d2 9.G9tl.5a5 4.098.Si5 BNY Wes¢m Tt 4,03 F.545 4.101.0rs] ±A n CazM1 IPo.551 IW.SSJ IW553 BNY Wesvm T/ Ia:019 1PA1 Wi Scrvm:In,M,M.a t ll6.M9 v amble AAA opzn 591^s 116114 316,SIa BNY Wcxm Ta 550,303 BVYeeuehelw=swem Agr 1.E0],6W 7W4 AAA OII01/±± ]Pox 120],6Po 1.20],6W BNY W.—I, 1_07.600 6±',66] =mom m oa J�CAMP M.My orcy Mahet 54].930 enable AM open 60¢2 5<3,930 Si3.910 CAMP 151.638 Flls'LAm<nov Tvaury ObllgaLon 6,29a 5Wk AAA open 6W^s _ g.Ai IIS BaN ?30 55E,1]a NA4 Brncs A4 B Ml l '.—Trtasmy M.,Mestrt 07..1. vamble AAAopev SW'b 687,830 687A30 pNY Weslemh TMGlvswam lvvealme=t AS= 1,]W.9]5 6843 M 03I01/1] 689R 1,]Po,935 1,]W.915 NY.-M Tl 1.]W 935 1388.]65 1935 Mu1uple CapNl Fa=ONm t Serviu Trtarvry M-Y 3.1IO AM 3 BNY W ¢m T 3_79 AIA.AC Iwx Artm 690'b AA 04I0121 6a0'b I1730 ]],0. BNY Wexlem Tr 1.]b.OA 1998 Avpon GME Cash ±FS E85 385 BNY Wesum AIGIUIu DNA&1-Reserve S ,M 563R AAA OI.'I 5.902 561 EE1 561�'1 BNYW—Ta 561=±1 FGIC Iv =,P Ag/. J,WCap IN ]AN,3<9 563'b AM IJpI/99 .633 E093<9 BNYWcsnm Ts i08.503 IPM 1.1 R—Twury Marcy..1. 83119 vamble AM +Pen S.90b i3.9]9 BNYW —Ta 11A. I Wl ALPun PFC ¢a933J Cash 0 BNYWI-M AlG 1--A,, 099,]±8 110% Mq 01/0111¢ SA'F ¢49,]E¢ 849.1±8 BNY Wabm Tr 849,]±8 JPM lnld —I—,Morcy Mehet J6,556 vamble MA opev 59]3 Yi6.556 246.556 BNYWamm Tt I.096±84 193¢Mu Wpl,c,ul wauu9ec ......Service Twury Morcy Mehe! 305,2W vawblc AAA uµo 5.0 1.1,244 ]05,N .NY Weal—Tr 30I.S42 IN". IM 11.1 cn Ovmu I55 AkE Cash 1,630 I6]0 1,630 BNYWnum Ta 1.630 IPM I.,S—icc Trtaeury Morcy.ala 291.W1 vasuble AAAupcv 597% 291,0.1 291,W1 ONY.n—Ta Alacxbvc Twvry OOLpTvov M. vamble MA opev 61% 65¢0 6.580 BNY Weslem Tr 31. ±99351 19Po ue=e.mem Gomm Iz¢ e.ot er Ne.Yore cne B=.=rve =_e4.112 ±e<r+ z¢a.1_ Berc we,u•m ra ±ma2fi 3e4.1++ Ic ae-M.T—= Fusl AmvncaoTrt,nury Oblig.,von "I aa0'b AM ulKv fiPo'b "I "I IIS Bavk ±¢] 3]5 luxe-Po4¢Cvn Fml Mcnuv TrtamryObligzLov ]0_ a40% MA open 5911'I ]02 J02 IlS pant 111 Wsv-Y±K 1. F IAmcnuv Tmasury GbLy,— 1E1951 9g0A AAA open 6 117951 951 VS B+v 1]5,953 1_]951 Iuse-Fvc Trvctr&Panmrdm VeM1ml= Fml Amcnuv 1,GbLy— 1213 4 0A MA opan 6 W b 7,EI3 7 E IIS Back I.J. W,11,F¢ago 0ove--A1vrcy.111 ]]9.35 ....bls AAA open ]]9.105 ]191¢5 W=IL Fa rgp E64.I95 ]06.396 "I 5 1¢]66++0 3 IB]5E 556 S 16,687,671 TREASURER'S MONTHLY REPORT treasrep CALCULATION OF INVESTMENT LIMITATIONS 09/28/00 AUGUST 31, 2000 Allowable Percentages By Maturity: Minimum Maximum Current Mo. 1 day to 365 days $8,000,000 N/A $21,991,177 1 year to 3 years 0.00% 50.00% 21.16% 3 years to 5 years 0.00% 30.00% 19.32% over 5 years N/A N/A 1.32% By Type of Investment: Bankers Acceptance - in total N/A 40.00% 0.00% Bankers Acceptance - single bank N/A 20.00% 0.00% Commercial Paper N/A 15.00% 0.00% Negotiable Certificates of Deposit N/A 30.00% 0.00% Corporate Notes N/A 20.00% 9.25% Money Market Mutual Funds N/A 10.00% 0.00% U.S. Government Agencies N/A 50.00% 39.16% Mortgage Pass Thru's N/A 10.00% 0.00%