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HomeMy WebLinkAboutInvestment Reports - February 2009 CITY OF PALM DESERT �--��--� � � FINANCE DEPARTMENT INTEROFFICE MEMORANDUM TO: RACHELLE KLASSEN, CITY CLERK FROM: NIAMH ORTEGA, RECORDING SECRETARY�,�� DATE: APRIL 28, 2009 SUBJECT: COMPLIANCE ANALYSIS AND INVESTMENT REPORTS Please find attached the Compliance Analysis and Investment Reports forwere presented and approved at the March and April meetings of the Audit, Investment and Finance Committee for the months of February and March 2009. Please include the report on the upcoming agenda for review and acceptance by City Council. Please feel free to contact me at Ext. 382 if you have any questions. Thank you. nmo Attachment (as noted) CITY COUNCILACTiON APPROV[:D� I)P:N1�'D ��� RECEIVED � �i � OTt��:IZ � � �L�1�._ BY ��,� MF,L�.TING DATE �5-'�I- C%`� �� �-�"�'-�---�--�'�-��--__�--_.___...______. , AVFs: �e��,�n Fer,,,�is� i Er�� S `�Er�;;x?�� �Y__�� �� N O[:S: � on c� -�-____--_ A13SCNT: �� �� �, ,i's I� ��� rigin �t� Ii�� �';�n �,;�y �'i2r� Cf�ic;� A}3'�TA1N: �" � �'I�;I211�I f�:I) I3Y: (�G1 � Origin�il on File with City Clerk's Oftice G:\FINANCE\NIAMH ORTEGA\INVESTMENT COMMITTEE\MEMOS\RKLASSENINVREPORT.WPD ��� City af Palm Desert ,,,,_.�7,.,� � City and RedevelQpment Agency Portfolios � COMIPLIANGE ANALYSIS AND INYESTMENT REPORT 'February 2009 Paul S. Gibson, C.C.M.T., Treasurer Thomas W. Jeffrey, J.D., M.B.A., Deputy City Treasurer Treasurer's Commentary The next Federal Open Market Committee meeting is scheduled for April 28-29. No action is expected. The U.S. economy plunged by 6.2% during 4Q2008 -- its worst performance since 1982. NYU Business Professor Nouriel Roubini, who predicted the current financial crisis, has put the chance of a severe U-shaped recession at 67%, and a more severe L-shaped recession at 33°/o. Roubini contends that most U.S.financial institutions are insolvent. A growing number of authorities, including Alan Greenspan, James Baker, and Paul Krugman, believe that the Obama Administration should formally nationalize large troubled banks. They argue that bank debt guarantees, TARP funding, and credit wraps constitute"soft nationalization". The Geithner Plan of a public-private buyout of toxic assets is not seen as being viable. Treasury Secretary Geithner has been slow to respond to the financial crisis because 19 of the 20 top positions in the U.S. Treasury are still open. In other words, Geithner has no staff. The U.S. Treasury agreed to exchange up to$25 billion of TARP money that it had provided to Citigroup for as much as a . 36% equity stake in the bank. This was Citigroup's third bailout in five months, and was done to improve its capital ratios. The move has been characterized as "a nationalization to avoid a nationalization". Citigroup bond prices fell sharpiy afterwards. ��zs ����� c.c.�r City Treasurer PORTFOLIO STATISTICS Dollars in Thousands FEB-09 JAN-09 DEC-08 NOV-08 OCT-08 SEP-08 CITY Month-End Book Value"" $ 209,948 $ 212,738 $ 199,053 $ 213,607 $ 217,630 $ 211,223 Month-End Market Value""`* $ 208,721 $ 213,002 $ 199,922 $ 213,168 $ 216,626 $ 224,865 Paper Gain (Loss) $ (1,227) $ 264 $ 869 $ (439) $ (1,004) $ 13,642 Prior Year Book Variance $ (27,297) $ (18,677) $ (38,071) $ (27,138) $ (26,483) $ (23,021) Interest Earnings $ 408 $ 430 $ 471 $ 529 $ 575 $ 647 Yield-To-Maturity 2.36% 2.55% 2.87% 3.04% 3.27% 3.70% Weighted Maturity(Days) 438 454 490 463 470 489 Effective Duration 0.40 0.47 0.54 0.53 0.55 0.58 RDA Month-End Book Value""` $ 270,416 $ 281,273 $ 251,852 $ 244,674 $ 245,100 $ 257,385 Month-End Market Value"** $ 271,497 $ 282,566 $ 253,288 $ 245,564 $ 245,429 $ 257,654 Paper Gain(Loss) $ 1,081 $ 1,293 $ 1,436 $ 890 $ 329 $ 269 Prior Year Book Variance $ (9,283) $ (4,674) $ 877 $ (5,516) $ (5,663) $ (16,289) Interest Earnings $ 283 $ 268 $ 287 $ 304 $ 325 $ 718 Yield-To-Maturity 1.29% 125% 1.40% 1.51% 1.60% 3.18% Weighted Maturity(Days) 235 226 256 272 272 259 Effective Duration 0.18 0.19 0.24 0.26 0.28 0.29 """` Omits SLGSs. City of Palm Desert-- Portfolio Characteristics February 28, 2009 Dollars in Thousands Apeina Interval Market Value � _. __ _... ...... _- < 1 M $ 70,703 General Fund Ageing <2M - <3M - 100 � <6M 7,172 80 < 1YR 31,580 � <2YR 31,997 0 60 47 <3YR 7,449 � 40 2� 21 <4YR - a 20 <5YR - 0 0 5 5 0 0 0 >5YR - � < 1M <2M <3M <6M < < < < < > Total: $ 148,901 1YR 2YR 3YR 4YR 5YR 5YR _ - _ ___ Ratin s* Market Value �Credit Quality AAA $ 108,820 '�' AA 50,232 ' 53% I� A 2,074 , Unrated*'` Unrated"'* 41,752 21% A �` Total: $ 202,878 �o�0 25% �� __ _ ___.__ . _ � _ - _ _ __ __ , Sector Market Value Asset Allocation MTNs - MMF $ 34,467 26% ' Agencies 25,891 ' I� MTNs 52,306 Agencies CAM P �I CAMP 48,462 ' 13% 23% RDA Loan 22,655 i GMRA 19,083 MMF LAIF 14 �7��a CP - GMRA RDA Loan 0 Total: $ 202,878 go�o 11/o �I `� _ . � - _ Month Citv Yield LAIF Yield Variance Performance Mar08 4.05 3.78 0.27 I Apr 3.98 3.40 0.58 May 3.88 3.07 0.81 �' 4.2 � Jun 3.75 2.89 0.86 3.6 Jul 3.69 2.88 0.82 � ' Aug 3.65 2.78 0.87 �-�, 3A ' Sep 3.70 2.77 0.93 �' 2.4 Oct 3.27 2.71 0.56 Nov 3.04 2.57 0.47 � 1,g I Dec 2.87 2.35 0.52 Mar08 Apr May Jun Jul Aug Sep Oct Nov Dec Jan09 Feb Jan09 2.55 2.05 0.51 Feb 2.36 1.87 0.50 �i � •.,1}� ' . ■`.�"„ ti .:� li �� \ , " Standard and Poors "`" LAIF, and City Loan to RDA Page 2 City of Palm Desert Portfolio Holdings February 28, 2009 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S&P Medium-Term Notes $ 3,795,000 BANK OF AMERICA 5.38 8/15/11 $ 3,909,106 4.05 90.42 $ 3,431,295 Aa2 AA- $ 3,000,000 BANK OF AMERICA 4.25 10/1/10 $ 3,047,463 3.20 94.18 $ 2,825,334 Aa2 AA- $ 15,270,000 CITIGROUP 4.13 2/22/10 $ 15,161,234 4.91 96.07 $ 14,287,757 Aa1 AA $ 2,035,000 CITIGROUP 4.13 2/22/10 $ 2,020,505 4.91 96.07 $ 1,904,099 Aa1 AA $ 1,000,000 CITIGROUP 4.63 8/3/10 $ 992,617 5.10 96.75 $ 917,676 Aa1 AA $ 4,000,000 CITIGROUP 4.63 8/3/10 $ 3,970,469 5.10 96.75 $ 3,670,704 Aa1 AA $ 2,035,000 GENERAL ELECTRIC 4.88 10/21/10 $ 2,012,835 5.63 100.89 $ 2,053,142 Aaa AAA $ 1,891,000 GENERAL ELECTRIC 6.88 11/15/10 $ 1,925,528 5.65 103.49 $ 1,957,085 Aaa AAA $ 2,000,000 GENERAL ELECTRIC 6.13 2/22/11 $ 2,015,727 5.67 102.36 $ 2,047,138 Aaa AAA $ 3,965,000 GENERAL ELECTRIC 4.88 10/21/10 $ 4,066,578 3.23 100.89 $ 4,000,348 Aaa AAA $ 2,000,000 WACHOVIA 7.80 8/18/10 $ 2,074,703 5.02 103.69 $ 2,073,730 Aa3 A+ $ 2,000,000 WAL-MART 6.88 8/10/09 $ 2,015,605 4.93 102.23 $ 2,044,560 Aa2 AA $ 3,000,000 WAL-MART 6.88 8/10/09 $ 3,051,194 2.90 102.23 $ 3,066,840 Aa2 AA $ 4,000,000 WELLS FARGO BANK 6.38 8/1/11 $ 4,106,282 5.13 100.44 $ 4,017,672 Aa1 AA- $ 2,000,000 WELLS FARGO BANK 4.63 8/9/10 $ 1,987,876 5.09 99.55 $ 1,991,080 Aa1 AA- $ 2,020,000 WELLS FARGO BANK 4.20 1/15/10 $ 2,007,359 4.96 99.87 $ 2,017,457 Aa1 AA- $ 54,011,000 Subtotal $ 54,365,080 4.65 $ 52,305,916 Federal Agencies--Coupon $ 3,000,000 FED FARM CREDIT BANK 4.78 5/3/10 $ 3,005,476 4.61 104.00 $ 3,120,000 Aaa AAA $ 3,000,000 FED FARM CREDIT BANK 4.78 5/3/10 $ 3,005,476 4.61 104.00 $ 3,120,000 Aaa AAA $ 3,000,000 FED HOME LOAN BANK 4.38 9/11/09 $ 2,992,863 5.59 101.84 $ 3,055,314 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 3.50 11/3/09 $ 1,969,309 5.96 101.66 $ 2,033,126 Aaa AAA $ 2,033,000 FED HOME LOAN MTG CORP 4.25 7/15/09 $ 2,028,728 4.87 101.34 $ 2,060,319 Aaa AAA $ 2,049,000 FED HOME LOAN MTG CORP 4.00 12/15/09 $ 2,036,347 4.87 102.31 $ 2,096,383 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 4.13 11/18/09 $ 1,990,238 4.88 102.17 $ 2,043,424 Aaa AAA $ 2,062,000 FED HOME LOAN MTG CORP 4.13 7/12/10 $ 2,039,704 5.47 103.88 $ 2,141,903 Aaa AAA $ 2,049,000 FED HOME LOAN MTG CORP 4.00 12/15/09 $ 2,026,365 5.50 102.31 $ 2,096,383 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.63 10/28/09 $ 1,996,937 4.88 102.28 $ 2,045,626 Aaa AAA $ 2,000,000 FED NATIONAL MTG ASSOC 4.25 8/15/10 $ 1,967,036 5.47 103.94 $ 2,078,750 Aaa AAA $ 25,193,000 Subtotal $ 25,058,478 5.13 $ 25,891,228 Local Agency Investment Pool $ 14,246 L.A.I.F. 0.00 3/1/09 $ 14,246 1.87 100.00 $ 14,246 U U $ 14,246 Subtotal $ 14,246 1.87 $ 14,246 Local Agency Investment Pool $ 48,404,614 C.A.M.P. 0.00 3/1/09 $ 48,404,614 1.02 100.00 $ 48,404,614 U AAA $ 57,118 C.A.M.P.(DESERT WILLOW) 0.00 3/1/09 $ 57,118 1.02 100.00 $ 57,118 U AAA $ 48,461,733 Subtotal $ 48,461,733 1.02 $ 48,461,733 "U"= Unrated Page 3 City of Palm Desert Portfolio Holdings February 28, 2009 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S&P Money Market Fund $ 34,466,519 WF TREASURY PLUS 0.00 3/1/09 $ 34,466,519 0.12 100.00 $ 34,466,519 Aaa AAA $ 34,466,519 Subtotal $ 34,466,519 0.12 $ 34,466,519 Government Managed Rate Account $ 19,082,946 UNION BANK 0.00 3/1/09 $ 19,082,946 0.27 100.00 $ 19,082,946 U U $ 19,082,946 Subtotal $ 19,082,946 0.27 $ 19,082,946 City of Palm Desert $ 22,655,000 CITY OF PALM DESERT 0.00 3/1/39 $ 22,655,000 1.87 100.00 $ 22,655,000 U U $ 22,655,000 Subtotal $ 22,655,000 1.87 $ 22,655,000 Total Investments $ 203,884,443 $ 204,104,001 2.36 $ 202,877,587 . Cash $ 4,587,042 CITY MAIN CHKG 0.00 3/1/09 $ 4,587,042 0.00 100.00 $ 4,587,042 U U $ 946,726 DESERT WILLOW CHKG 0.00 3/1/09 $ 946,726 0.00 100.00 $ 946,726 U U $ 309,731 RECREATIONAL FAC CHKG 0.00 3/1/09 $ 309,731 0.00 100.00 $ 309,731 U U $ - ART, FOOD&WINE CHKG 0.00 3/1/09 $ - 0.00 100.00 $ - U U $ - MONTEREY 170 CHKG 0.00 3/1/09 $ - 0.00 100.00 $ - U U $ 5,843,499 Subtotal $ 5,843,499 $ 5,843,499 Total Investments and Cash $ 209,727,942 $ 209,947,500 $ 208,721,087 "U"= Unrated Page 4 City of Palm Desert Portfolio Holdings February 28, 2009 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S&P %of Portfolio Corporate Issuers (Market Value) BANK OF AMERICA 3.00% CITIGROUP 9.96% GENERAL ELECTRIC 4.82% WACHOVIA 0.99% WAL-MART 2.45% WELLS FARGO BANK 3.85% %of Portfolio Agency Issuers (Market Value) FED FARM CREDIT BANK 2.99% FED HOME LOAN BANK 2.44% FED HOME LOAN MTG CORP 5.00°/a FED NATIONAL MTG ASSOC 1.98% "U"= Unrated Page 5 Palm Desert Redevelopment Agency-- Portfolio Characteristics � February 28, 2009 Dollars in Thousands Aqeinq lnterval Market Value , < 1 M $ 63,103 I Portfolio Ageing w/o SLGSs� <2M - <3M - 100 --- -- <6M 7,133 ,,,, gp < 1YR 24,537 0 60 56 <2YR 14,394 '0 50 < 3YR 4,253 0 30 22 <4YR - a 20 13 <5YR - 10 0 0 6 4 0 0 0 0 >5YR ' < 1 M <2M <3M <6M < < < < < > Total: $ 113,420 1YR 2YR 3YR 4YR 5YR 5YR / _ _ __ Quality* Market Value 'Credit Quality AAA $ 238,379 qqq AA 23,752 88% , A 7,126 ' Unrated"`* 1,096 A Total: $ 270,353 3% � 9% � -- __ __._ Sector Market Value i Asset Allocation i, - MMF $ 154,810 ' I Agencies 30,563 i MTNs 30,878 MMF Agencies � 0 CAMP 53,006 58% 1 � G M RA 1,064 , LAIF 32 MTNs � CP - CAMP ��% ' Treasuries - , 20% Total: $ 270,353 I � _ __ _ __ � __- Month RDA Yield LAIF Yield Variance �I Performance � Mar08 3.36 3.78 -0.42 Apr 3.35 3.40 -0.05 ----- '' May 3.14 3.07 0.06 4.2 Jun 3.09 2.89 0.20 ^ 3.4 I� Jul 3.08 2.79 0.29 = I Aug 3.05 2.78 0.27 � 2.6 ' Sep 3.18 2.77 0.41 } 1.8 Oct 1.60 2.71 -1.11 , ' Nov 1.51 2.57 -1.06 1.0 I Dec 1.40 2.35 -0.95 Mar08 Apr May Jun Jul Aug Sep Oct Nov Dec Jan09 Feb � Jan09 1.26 2.05 -0.79 ------ - 'I Feb 1.29 1.87 -0.58 ■LAIF Yield ■RDA Yield " Standard and Poors ` "" LAIF Page 6 Palm Desert Redevelopment Agency Portfolio Holdings February 28, 2009 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S&P Medium-Term Notes $ 4,000,000 CITIGROUP 6.20 3/15/09 $ 4,001,554 5.13 99.98 $ 3,999,188 Aa1 AA- $ 4,070,000 JP MORGAN CHASE 3.50 3/15/09 $ 4,067,595 5.12 100.01 $ 4,070,383 Aa3 A+ $ 3,055,000 JP MORGAN CHASE 3.50 3/15/09 $ 3,053,195 5.12 100.01 $ 3,055,287 Aa3 A+ $ 3,000,000 WAL-MART 6.88 8/10/09 $ 3,026,431 4.76 102.23 $ 3,066,840 Aa2 AA $ 3,000,000 WAL-MART 4.13 7/1/10 $ 3,046,606 2.91 102.61 $ 3,078,399 Aa2 AA $ 13,625,000 WELLS FARGO BANK 4.20 1/15/10 $ 13,762,496 3.00 99.87 $ 13,607,846 Aa1 AA- $ 30,750,000 Subtotal $ 30,957,878 3.93 $ 30,877,943 Federal Agencies--Coupon $ 2,000,000 FED FARM CREDIT BANK 6.45 10/7/09 $ 2,017,031 4.88 103.30 $ 2,066,096 Aaa AAA $ 2,000,000 FED FARM CREDIT BANK 4.75 8/3/09 $ 1,999,075 4.87 101.75 $ 2,035,000 Aaa AAA $ 4,900,000 FED FARM CREDIT BANK 4.90 9/22/10 $ 4,918,282 4.65 105.06 $ 5,148,063 Aaa AAA $ 4,500,000 FED HOME LOAN BANK 4.38 9/11/09 $ 4,489,294 5.59 101.84 $ 4,582,971 Aaa AAA $ 2,005,000 FED HOME LOAN BANK 3.88 7/24/09 $ 1,997,648 4.89 101.28 $ 2,030,690 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,976,591 5.49 106.31 $ 2,126,250 Aaa AAA $ 2,000,000 FED HOME LOAN BANK 4.88 3/11/11 $ 1,976,279 5.50 106.31 $ 2,126,250 Aaa AAA $ 2,000,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 2,036,172 5.54 107.56 $ 2,151,250 Aaa AAA $ 3,734,000 FED HOME LOAN MTG CORP 6.88 9/15/10 $ 3,801,656 5.54 107.56 $ 4,016,384 Aaa AAA $ 4,155,000 FED NATIONAL MTG ASSOC 6.63 9/15/09 $ 4,190,164 4.89 103.00 $ 4,279,650 Aaa AAA $ 29,294,000 Subtotal $ 29,402,193 5.16 $ 30,562,603 Local Government Investment Pool $ 21,791 L.A.I.F. 0.00 3/1/09 $ 21,791 1.87 100.00 $ 21,791 U U $ 9,956 L.A.I.F.(HOUSING) 0.00 3/1/09 $ 9,956 1.87 100.00 $ 9,956 U U $ 31,747 Subtotal $ 31,747 1.87 $ 31,747 Local Government Investment Pool $ 50,903,558 C.A.M.P. 0.00 3/1/09 $ 50,903,558 1.02 100.00 $ 50,903,558 U AAA $ 2,102,182 C.A.M.P. (HOUSING) 0.00 3/1/09 $ 2,102,182 1.02 100.00 $ 2,102,182 U AAA $ 53,005,740 Subtotal $ 53,005,740 1.02 $ 53,005,740 Government Managed Rate Account $ 1,064,209 UNION BANK 0.00 3/1/09 $ 1,064,209 027 100.00 $ 1,064,209 U U $ 1,064,209 Subtotal $ 1,064,209 0.27 $ 1,064,209 Money Market Fund $ 154,811,073 WF TREASURY PLUS 0.00 3/1/09 $ 154,811,073 0.12 100.00 $ 154,811,073 Aaa AAA $ 154,811,073 Subtotal $ 154,811,073 0.12 $ 154,811,073 "U"= Unrated Page 7 Palm Desert Redevelopment Agency Portfolio Holdings February 28, 2009 Market Ratings Par Value Issuer Coupon Maturity Cost YTM Price Value Moody's S&P Total Investments $ 268,956,769 $ 269,272,840 1.29 $ 270,353,316 Cash $ 749,390 HOUSING AUTH CHKG 0.00 3/1/09 $ 749,390 0.00 100.00 $ 749,390 U U $ 394,164 HOUSING AUTH TRUST 0.00 3/1/09 $ 394,164 0.00 100.00 $ 394,164 U U $ 1,143,554 Subtotal $ 1,143,554 $ 1,143,554 Total Investments and Cash $ 270,100,323 $ 270,416,394 $ 271,496,870 %of Portfolio Corporate Issuers (Market Value) CITIGROUP 1.47% JP MORGAN CHASE 2.62% WAL-MART 2.26% WELLS FARGO BANK 5.01% %of Portfolio Agency Issuers (Market Value) FED FARM CREDIT BANK 3.41% FED HOME LOAN BANK 4.00% FED HOME LOAN MTG CORP 2.27% FED NATIONAL MTG ASSOC 1.58% "U"= Unrated Page 8 � STATEMENT OF COMPLIANCE The investment portfolios of the City of Palm Desert("City")and the Palm Desert Redevelopment Agency("RDA")are governed by federal, state, and local law. The City Treasurer's"Statement of Investment Policy"is more restrictive than the California Government Code. The Palm Desert Audit, Investment,and Finance Committee and the Palm Desert City Council review the Statement of Investment Policy annually. For the month ended February 28,2009,the City and the RDA investment portfolios were in compliance with all applicable federal, state, and local laws and regulations. The City Treasury continued to pursue conservative and prudent investment strategies, based upon the stated objectives of safety, liquidity, and yield(in order of priority). Barring unforeseen events,the City Treasury should have sufficient cash to finance the operations of the City of Palm Desert and the Palm Desert Redevelopment Agency over the next six months. In addition, portions of either the City or the RDA portfolio could be liquidated in order to meet any significant, unexpected cash requirements. Bloomberg L.P. and Interactive Data Corporation provided the data and the analytical tools that were used to calculate the market value of all securities in the City and the RDA investment portfolios. State and Local Government Series securities are held in escrow accounts, and are therefore not included in this report as assets. All balances are bank balances. Respectfully Submitted on March 24,2009, ,�"auLS �i'r�'�o�w, c.c.�>,r * City Treasurer SUMMARY OF AUTHORIZED INVESTMENTS California Government Code City Investment Policy CA Govt Maximum Maximum Quality Maximum Maximum Quality %of City %of RDA Code Investment Category Maturity Limit S&P/Mdys Maturity Limit S&P/Mdys Portfolio Portfolio 53601(a) Palm Desert Bonds 5 Years No Limit Not Authorized(1) 53632(c) Savings Accounts No Limit No Limit No Limit No Limit 9.4% 0.4% 53601(b) U.S.Treasuries 5 Years No Limit 5 Years No Limit 0.0% 0.0% 53601(c) CA State Debt 5 Years No Limit Not Authorized 53601(d) CA Local Agency Debt 5 Years No Limit NotAuthorized 53601 e) Federal Agencies 5 Years No Limit 5 Years 30% 6% 12.3% 10.9% 53601(fl Bankers's Acceptances 180 Days 40% 180 Days 40% A-1 &P-1 - - 53601(g) Commercial Paper 270 Da s 25% A-1+or P-1 270 Days 25% A-1+or P-1 0.0% 0.0% 53601(h) Negotiable CDs 5 Years 30% 5 Years 30% AA-or Aa3 - - 53601(i) Repos 1 Year No Limit 30 Days 20% AAA 8�Aaa - - 53601(i) Reverse Repos 92 Days 20% NotAuthorized 53601(j) Medium-Term Notes 5 Years 30% A 5 Years 30% A 26.6% 11.5% 53601(k) Mutual Funds 90 Da s 20% AAA&Aaa 90 Days 20% (2) AAA&Aaa 16.9% 57.5% 53601(1) Trust Indenture Debt Not Authorized 53601(m) Secured Bank Deposits 5 Years No Limit NotAuthorized 53601(k) Local Government AAA&Aaa AAA&Aaa Investment Pools 90 Days 20% or Advisor 90 Days 20% (2) or Advisor 23.7% 19.7% 53601(n) Mortgage-Backed 5 Years 20% A(Issuer)& NotAufhorized Securities AA(Security 16429.1 b) LAIF No Limit No Limit 0.0% 0.0% " (1) The City loan to RDA,which is not a bond, has been approved by the Palm Desert City Council. 88.9% 100.0% (2) Maximum limit for mutual funds and local government investment pools,excluding bond proceeds. ` Certified California Municipa/Treasurer Page 9