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HomeMy WebLinkAbout2/4/2015 - STAFF REPORTS - 2.F. jQALM Sp a0 'Pi Z c V N ry�IIOVI\Eo\n s I Cq�IFORN�PE City Council Staff Report DATE: February 4, 2015 CONSENT CALENDAR SUBJECT: TREASURER'S INVESTMENT REPORT AS OF DECEMBER 31, 2014 FROM: Geoffrey S. Kiehl, Director of Finance and Treasurer BY: Department of Finance and Treasury SUMMARY Attached is the Treasurer's Investment Report as of December 31, 2014. The report includes the face value and coupon rate (if applicable) of the investments and the source for the market value estimate. The City's total invested cash is $102,719,740 plus $13,182,706 bond issue capital projects, reserve and debt service funds. There is an additional $1,279,268 in various miscellaneous/trust accounts. The market value of the invested cash is $102,560,983. RECOMMENDATION: Receive and File Treasurer's Investment Report as of December 31, 2014. STAFF ANALYSIS: The attached 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, debt service and related funds. The investments, in type, maturity and as a percentage of the total portfolio, are in compliance with the existing City Council-approved investment policy. ITEM NO. City Council Staff Report February 4, 2015— Page 2 Treasurer's Investment Report as of December 31, 2014 The weighted average maturity (WAM) of the portfolio is 507.04 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. FISCAL IMPACT: None Geoffrey S. Kiehl, Director of Finance and Treasurer Attachments: Treasurer's Investment Report 02 CITY OF PALM SPRINGS TREASURER'S MONTHLY REPORT SUMMARY OF INVESTMENTS December 31, 2014 On Call Deposits Adjusted Basis Category Total Percentaee �! Checking Account $ 4,014,316 CalTrust ShortTerm 13,282,332 CalTrust MidTerm 12,894,147 State Pool 26,040,751 $ 56,231,546 54,74% Short Term Investments (1 ear or less) U.S. Gov't Agencies 41,991,000 Corporate Notes 1,000,000 Time Deposits 200,000 43,191,000 42.05% Medium Term Investments (I yearto 3 ears) Time Deposits 798,600 798,600 0.78% Long Term Investments (3 year to 5 ears) U.S. Gov't Agencies 2,498,594 2,498,594 2.43% $ 102,719,740 100.00% treasrep 01/26/2015 W TREASURER'S MONTHLY REPORT DETAIL OF INVESTMENTS December 31.2014 Par Coulson Purchase Mahan, FiracN'ext Optional Dap Yield Ackmled Calegory (memo enly) Pnnr on Value Rate Rminw Dale Date Call Dale ro� is Mamm, ('om Basis Total Markel Value Sam, Markel Vol, Oo Call Deposits Checking-Bank 9fAmenea E 4014316 N/4 AAA demand N/A 1 None 4.014,316 s 4,014,316 Bank of America 9,956,357 CalTrust ShonTerm 13,000,000 arable N/A demand N/A 1 039% 13,232132 13,276,193 CalTrusl 15.275,157 Coffmat MWTmm 12300.0011 ariable N/A demand N/A 1 074% 12,394,147 12,839,739 CalTmsl 12823953 Local Agency lnveat Fund(LAIF) 26,W0,000 variable N/A demand N/A 1 0269% 26,040751 26.045,472 LAIF 25,032,370 55,514,316 56,231,546 56,175,720 62,992,717 Short Term Investmems (I year or less) U.S.Gott Agency Secundes Federal Home Coen Bank 0 200% N/A 07/08/14 09/08I19 0 200% 0 0 Bank of NYMellon 2000.340 Federal Home Loan Mortgage C9,mrar m 0 2.00% N/A 07124114 0724'19 0 200% 0 0 Bank of NY Mellon 2,002,480 Federal Home Lan Bonk 0 195% N/A 01/30/14 01/30/19 0 1.95% 0 0 Bank of NY Mellon 1916.690 Federal Home Lon Mortgage Corporation 0 205% N/A 08I28/14 09,29/19 0 2 05% 0 0 Bank of NY Mellon 99R 190 Federal Home Coon Book 1,000000 045% N/A 05,09113 05/09/16 01,101,15 495 045% 1000,000 990,540 Bonk of NY Mellon 996,190 Federal Farm Credit Bank 1.000000 0.95% N/A 09/15112 02115/17 01/01/15 799 0.95% 999000 997,840 Bank of NYMellon 998.125 Federal Farm Credit Bank 2,000000 099% N/A 09/15/12 08/15/17 01I01/15 919 099% 199Z000 1998,140 Bank of NYMellon 1992960 Federal Home Lawn Book 2,000,000 100% N/A 09/Igll2 09/18117 01/01/I5 902 100% 1999,000 1991000 Bank of NY Wilon 1WA20 Federal Farm Credit Book 2.000000 1.12% N/A 02/20/13 0220/19 01,01115 1.14E 1.12% 2,000000 1,991620 Bank of NYMellon 1991R20 Federal Home Loan Bank 2,000,000 207% N/A 04/15/14 04115/19 01,101115 1,566 207% 2,000000 2009_I00 Bank of NY Mellon 1996.120 ' Federal Home U.Book 1,000,000 0 75% N/A 05/29/U 0529119 01/01/15 1,245 0 75% 1 ow000 993,090 Bank of NY Mellon 992,610 Federal Home L9oo Mortgage C9rp0raun 1,000,000 100a/. N/A 01,11111 01/11AS 01/11/15 1,109 100% 1000000 992,020 Bank of NY Mellon 98g.720 Federal Home U.Book 5000,000 1.5W° N/A 07/15/14 07/15/19 111115,11 1,657 2,00% 2,000,000 1,983,340 Bank of NY Mellon 1966,120 Federal Home Loan Mortgage Corporator 2,000.000 105% N.'A ol/16/13 01/16/18 01/16VIS 1,112 105% 2,000,000 1991720 Book of NY Mellon 1,989,500 Federal Home L000 Mortgage Corporwtion 2.000,000 1.15% NIA 04Y25/13 0425/I8 01125,11 1211 1.15% 2,000,000 1992060 Bank of NY Mellon 1925,3411 Federal National Mortgage Assocmom 4,000,000 103% N/A 01/30/13 01/30/18 01I10115 1,126 103% 4000,000 3,916,600 Bank of NY Mellon 3,946080 Federal Home L000 Book 1000,000 1.00Y. N,'A 01/30/13 0190A8 01/30/15 1126 1no% 1,000.000 989110 Bank of NY Mellon 988.110 Federal Home Loan Book 1000,000 105% NIA 02/12113 12,12/I8 02I12/15 1,139 105% 1000000 990,090 Bank of NY Mellon 988.880 Federal National Manage Association 2000,000 1,n3% N/A 05,21/13 0521/18 02/21/11 1,237 103% 2,000,000 1,969,920 Bank of NY Mellon 1961 R40 Federal National Mortgage Assoriman 1,000.000 1.00% N/A 09,28112 08,'28117 02128/15 991 100% 999,000 994,320 Bank of NY Mellon 992,62U Federal National Mortgage.Association 2000,000 1.to% N/A 08@8/12 0828/17 02/2995 971 110% 2,000,000 1993,360 Bank of NY Md19n 1993g20 Federal Home L9oo Book 1,000000 0.90% N/A 06/12113 06112A9 03/12/15 1259 090% 1000,000 994770 Bnk of NY Mellon 991.5e0 Federal Home U.Mortgage Corporation 2000000 1.00% NIA 09/20/12 0920/17 03120,11 994 100% 2,000,000 1996,900 Bank of NY Mellon 1.990,Ron Federal Home Loan Moa,,Cin,ormmm 2000,000 120% N/A 03/20/13 03/20/18 0320115 1,175 1.20% 2,000000 1989990 Bank of NY Mellon 102080 Federal Home Loan Book 2000000 100% N/A 06/20/13 06,10/19 0320115 126E 100% 1,999,000 1986,960 Bank of NY Mellon 1980290 Federal Home Loan Mortgage Corporation 2,000,000 104°1. N/A 09/27/12 0927.117 03/27/15 1,001 104% 2,000000 1991,120 Book of NY Mellon 1984.140 Federal National Mortgage Association 2,000000 1n7. N/A 09/27/12 09?III7 0327,15 1001 10). 2,000,000 1996,120 Bank of NY Mellon 1998n60 Federal National Mortgage Association 2,000,000 200°6 N/A (a4/10I14 04/10119 04/30115 1'581 200°% 2.000,000 2,009698 Bnk9f NYMellon 2,000,080 42000,001) 4['991,000 41,157,598 40689,145 C.,m.Notes i3emaml Elxtnc Capital Corporation 1,000,000 073% AI/AA- 04/13/12 04/13/15 NIA 103 073% 1,000,000 1,001.230 Bank of NY Mellon 1002,190 1.000,000 1,000,000 I001,230 1002.380 Time Deposits Ally Book CD 200.000 1.15% NIA 7,27112 7,27!15 N/A 208 1.15% 200000 200,000 Book of NY Mellon 200,000 200,00o 200000 200000 200.W0 vevamp 01/262915 0 d TREASURER'S MONTHLY REPORT DETAIL OF INVESTMENTS December 31,2014 Par Coupon Purchase Maturity FiratMext Optional Days Yield Adjusted Category (memo only) Prior QV Value Rare Ratio Date Pglf Cull IRI tom tom Cost Basis Total Mark.,Value Sourcc Markel L'alne Medium Term Investments (I year to 3 years) 'lime Deposi¢ GE Cap Retail Bank CD 200,000 1.35% N/A 4R0A2 7,20/16 N/A 569 1.35% 200,000 202,026 Bank of NY Mellon 202,158 GE Cep Bank CD 200,000 1.35% N/A 2R0,12 V20/16 N/A 567 135% 200,000 202,D26 Bank of NYMelloo 202,158 Goldman Sachs Bank CD 200,000 190% N/A 7125/12 2R5117 N/A 939 180% 193,600 203,473 Bank of NY.Mellon 203,235 Discover Bank CD 200,000 I70% N/A 7/26,12 7,26/17 N/A 939 I70% 200,000 202,964 Bank of NYM411on 202,678 800000 299.600 S10,499 810229 Lang Tam Investment (3 years 10 5 ymn) U.S.(3ov'tAgency Securinea Federal National Mortgage Association 1,000,000 1.10% N/A 03/12/13 03112i 18 03/1298 1,167 1.10% 2,000.000 1982,160 Bank of NY Mellon 1972,490 Financing Corroraden(FICO) 500000 9.80% N/A W06,99 04/Will N/A 1,192 9.90% 498,594 63])87 Bank of America 642,129 2,500,000 2,498,594 2,615947 2,614,658 Total Invested Cash S 101914,316 S 102,219.240 $ 102,560,933 $ 116,309,149 Cunene Quarter Ponfalio Yield 0 9'!°/° 0 g0% Benchmark Yields Poor Quaner 12 Moron LAIF Average 0 25% Ponfolm Yield 2 Year Constant Mnwriry Imsem, 046% "Interest Income for the Quarter Ending 11131,2014 200p42 `Gross amount bekm teducnan of investment related Fees CA TREASURER'S MONTHLY REPORT MISCELLANEOUS AND TRUST ACCOUNTS December 31, 2014 Yield Adjusted Par Value Coupon Rating Maturity to Maturity Cost Basis Catepory Total Total Invested Cash $ 102,719,740 $ 102,719,740 $ 101719,740 Miscellaneous Accounts Petty Cash 3,950 N/A N/A open None 3,950 Trust&Agency-Bank of America 1,052,670 N/A N/A open None 1,052,670 Downpayment Assistance(Housing 33,869 0.15% N/A open 0.15% 33,869 Fund)-Bank of America Workers Compensation-Bank of America 90,129 N/A N/A open None 90,129 General Liability-Bank of America 30,000 N/A N/A open None 30,000 1930's General Store Museum-Bank of America 10,263 N/A N/A open None 10,263 On-Line Credit Card Fire Inspection Fees 55,058 N/A N/A open None 55,059 -Bank of America On-Line Credit Card Transportation Permits 3,330 N/A N/A open None 3,330 1,279,268 -Bank of America Total Cash Deposited $ 103,999,009 treasrep 01/26/2015 TREASURER'S MONTHLY REPORT BOND ISSUE RESERVE, DEBT SERVICE & RELATED FUNDS December 31, 2014 Par Coupon Yield Adjusted Category (memo only) Prior Qtr. Value Rate Rating Maturity to Maturity Cost Basis Total Market Value Source Market Value 2012/2014 Convention Center First American Government Obligation 12,867 variable AAA open 0,01% 12,867 12,867 US Bank 14,182 12,867 1991/01 Series B-Housing Invesco Government&Agency Private 9 variable AAA open 0,02% 9 9 Bank of NY Mellon 9 9 2004A/B,Merged Project#11#2 Invesco Government&Agency Private 113 variable AAA open 0.01% 113 113 Bank of NY Mellon 303 113 2007A,B,&C Tax Allocation Bonds Invesco Government&Agency Private 10 variable AAA open 0.01% 10 10 US Bank 10 10 1998 Airport PFC Invesco Government&Agency Private 2,373,976 variable AAA open 0.01% 2,373,976 2,373,976 Bank of NY Mellon 1,197,746 2,373 976 2002 Parking Structure Cash 3 3 3 Bank of NY Mellon 3 Invesco Government&Agency Private 1,630 variable AAA open 0.01% 1,630 1630 Bank of NY Mellon 1,520 1,634 2004 Assessment District 161 GE Capital Bank CD 200,000 1.70% N/A 01/17/2019 1.70% 200,000 199,058 Bank of NY Mellon 200,458 Goldman Sachs Bank CD 100,000 1.90% N/A 01/22/2019 1.90% 100.000 101,231 Bank of NY Mellon 100,589 Invesco Government&Agency Private 97,399 variable AAA open 0 02% 97,399 97,399 Bank of NY Mellon 97,397 397,399 2004 Assessment District 162 Goldman Sachs Bank CD 90,000 1 90% N/A 01/22/2019 1 90% 90.000 91,107 Bank of NY Mellon 90,530 Invesco Govemment&Agency Private 67,685 variable AAA open 0.02% 67,685 67,685 Bank of NY Mellon 67,683 157,685 Ueasrep 01262015 Q 11 TREASURER'S MONTHLY REPORT BOND ISSUE RESERVE, DEBT SERVICE & RELATED FUNDS December 31, 2014 Par Coupon Yield Adjusted Category (memo only) Prior Our Value Rate RAM Maturity to Maturity Cost Basis Total Market Value Source Market Value 2005 Assessment District 164 GE Capital Retail Bank CD 200,000 L90% N/A 0l/P7z2019 1.90% 200,000 202,453 Bank of NY Mellon 201.175 Goldman Sachs Bank CD 50,000 1,90% NrA 01/22/2019 1.90% 50,000 50,615 Bank ofNY Mellon 50,295 lnvesco Government&Agency Private 119,094 variable AAA open 0.02% 1 19 094 119,094 Bank ofNY Mellon 119,091 369,094 2006 Airport PFC lnvesco Govemment&Agency Private 1,637,413 variable AAA open 0.02% 1 637,413 1,637,413 Bank of NY Mellon 1,271,861 1,637,413 2007 Refunding Lease Revenue Bonds lnvesco Government&Agency Private 0 variable AAA open 0 01% 0 0 US Bank 296,069 0 2008 Airport PFC Refunding lnvesco Government&Agency Private 618,377 variable AAA open 0.02% 61&377 618,377 Bank ofNY Mellon 61$377 618,377 2012 Downtown Revitalization Lease Revenue Bond Reserve lnvesco Government&Agency Private 3,189,851 variable AAA open 001% 3,189,851 3,189.851 Bank ofNY Mellon 3,189774 3,189,851 2014 Merged Project l&2/11ousing Refunding First American Govemment Obligation 1,006 variable AAA open 0.01% 1,006 1,006 US Bank 11615 1,006 ChevrowCoGen Lease Proceeds Cash 4,046,360 4,046,360 L046360 Deutsche Bank 5,908,164 4,046,360 Funds With Century Golf 376,914 376,914 376,914 Century Golf 371,034 376,914 Totals 13,182,706 13,197,171 $ 13,807,884 treasrep 01/26/2015 C) 00 TREASURER'S MONTHLY REPORT CALCULATION OF INVESTMENT LIMITATIONS December 31, 2014 By Maturity: Minimum Maximum Current Mo. 1 day to 365 days N/A N/A 96.79% 1 year to 3 years N/A 50.00% 0.78% 3 years to 5 years N/A 30.00% 2.43% By Type of Investment: Bankers Acceptance- in total N/A 20.00% 0.00% Bankers Acceptance- by issuer N/A 5.00% 0.00% Commercial Paper N/A 15.00% 0.00% Time Deposits N/A 10.00% 0.97% Negotiable Certificates of Deposit - in total N/A 30.00% 0.00% Negotiable Certificates of Deposit - by issuer N/A 5.00% 0.00% Corporate Notes- in total N/A 20.00% 0.19% Corporate Notes-by issuer N/A 5.00% 0.19% CA State or City Bonds/Local Agency Bonds - in total N/A 15.00% 0.00% CA State or City Bonds/Local Agency Bonds -by issuer N/A 5.00% 0.00% Money Market Funds N/A 10.00% 0.00% Money Market Mutual Funds -Less than 1 Year N/A 50.00% 12.93% Money Market Mutual Funds -More than 1 Year N/A 25.00% 12.55% LAIF N/A 100.00% 52.08% U.S. Government Agencies N/A 60.00% 43.31% U.S. Treasury Notes/Bonds N/A 100.00% 0.00% treasmp 01/26/2015 O CD Calmlalion of A ghou Avg Maluny M1lalurc Cuvml No.of Dap X Coal D.m Dam D— IL}I/ml4 O11012015 I2,3112014 1 4.014,116 QPO1/201s 12/1P2014 1 13.282,232 011012(115 I2,312014 1 12,994,147 0 v)12015 12/av2014 1 26,W0,251 1111082019 123U2014 0 0 01242019 12,1112014 0 0 01,'11100N 1JM,2014 U 0 08282019 11/112014 0 0 05/0912016 1211,2014 495 495.W140W 02/152017 1b312014 222 726,223.000 08/152017 1LI112014 958 1,913.126,IXq 09/18/2017 1WM14 992 1,983.008.W0 02/26,20(8 IL31,,7014 1,142 2,294,W,W0 Nil52019 11112014 1.566 ).132.W4WU 05d9/2018 12 11/2014 1,245 1,145,000 WU • 011112011 11M,2914 1,102 1.1 11701W,W0 07,15,2019 121M014 1,657 1,314,W0,000 01/16/2018 1ry312014 L112 2,22gWOW0 04252018 12131,2014 1.211 2A22.000W0 01/311/2018 1L112014 1,126 4,5(µW0,01N1 01402018 IVM12014 1.126 1.126W0.000 02,122018 1 N3 112014 11139 1,139,wo," 05/21/2018 Ib3112015 I.232 2,424WQW0 W262019 12,11,2014 991 969.058,.0 W/28/2017 1VI112014 921 1,942,INq,W11 0692/2018 123PZ024 1,259 1,259,OW000 0920/2017 1131/2014 994 1,988,INq,WO 03,2W2018 12312014 1,195 2,350.1MMO 0620/1019 1b312014 1.262 2,531,466.W0 09/22/2017 12/31/2014 1,001 2,W2,M,WO 09272017 I2/3112014 1.001 2,002,WO.WO 04110,'2019 12/312014 1.581 3,162,Ofq,M* N/1312U15 121W2014 103 IO3WU,0011 07272011 1261II014 2W 44W40011 0920/2011, 12/112014 562 I13,4001W0 02/211/2016 12/31/2014 562 I1 1,400,011(1 O7,252012 IN3 I/2014 939 186,099,200 07,26/2017 1VI112014 938 182,600.OW 03/122019 IIMM 1.167 2,334,OW.000 IW06I2018 12/31/2014 1.192 594,324,048 52083,524p94 1'WllmevncMs at Cost 102,719,740 WAM in Days 50I04 10