City of San Clemente Investment Advisory Committee Special Meeting
The committee meeting focused on several key items including the review of the fourth quarter investment report for fiscal year 2025-26, consideration of adding Great Pacific Securities to the approved broker list, and discussion regarding the strategy for City managed investments, specifically whether to maintain the current structure or transition funds to Chandler Asset Management. The committee also received updates from the City Treasurer and provided an opportunity for public input.
Aug 3, 2026
Enterprise
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The committee reviewed an investment advisory presentation concerning the economic landscape, including inflation, employment statistics, and Federal Reserve policy. The discussion focused on the potential allocation of Treasury Inflation-Protected Securities to the portfolio as an inflation hedge, including an analysis of liquidity, legal compliance with state code, and market risks. Additionally, the committee examined GDP growth forecasts and observed market trends regarding corporate debt issuance by technology and infrastructure companies.
Apr 27, 2026·Board meeting
City Of San Clemente Investment Advisory Committee Regular Meeting
The committee meeting agenda includes the review and discussion of the 3rd quarter investment report for the 2025-26 fiscal year and a discussion session led by the City Treasurer regarding investment activities.
Mar 30, 2026·Board meeting
City of San Clemente Investment Advisory Committee Adjourned Special Meeting
The committee reviewed and rated proposals received through the city's RFP process for investment management and advisory services. Based on the evaluation, the committee selected two firms to be invited for finalist interviews.
