Agenda Items

Select an Agenda Item to Comment on. Or, Register to Speak at the Public Meeting.

1. OPENING/CALL TO ORDER

1.1 PLEDGE OF ALLEGIANCE

1.2 ROLL CALL

2. PUBLIC COMMENTS

3. COMMITTEE BUSINESS

3.1. Selection of Investment Advisory Committee Officers.

Staff Report

3.2. Review of the Proposed Financial Management Policies.

Staff Report City of Orange Financial Management Policies

4. INVESTMENT ITEMS

4.1. Annual Review and Approval of the Statement of Investment Policy for Fiscal Year 2025-26.

Staff Report FY 2025-26 City of Orange Investment Policy (redlined version) FY 2025-26 City of Orange Investment Policy (clean version)

4.2. Investment Portfolio Update for January, February and March, 2025.

Staff Report Chandler Monthly Investment Report January 2025 Chandler Monthly Investment Report February 2025 Chandler Monthly Investment Report March 2025 Chandler Investment Report for the Period Ending March 31, 2025

4.3. Investment Portfolio Update for April, May and June of 2025.

Staff Report Chandler Monthly Investment Report April 2025 Chandler Monthly Investment Report May 2025 Chandler Monthly Investment Report June 2025 Chandler Investment Report for the Period Ending June 30, 2025

5. CITY TREASURER ORAL REPORT

6. ADJOURNMENT