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HomeMy WebLinkAboutInvestment Report - July 2012CITY PORTFOLIO CONCENTRATION LIMITS July 2012 % of Investments Book Value Portfolio CALIFORNIA ASSET MANAGEMENT PROGRAM $ 3,402,707.94 1.65% CITY LOAN TO RDA 13,554,999.95 6.59% WF/L.A.I.F. BOND PROCEEDS 25,387,899.47 12.34% FEDERAL AGENCY -- COUPON 2,999,977.84 1.46% LOCAL AGENCY INVESTMENT FUND 40,135,442.81 19.50% WELLS FARGO CORPORATE TRUST 4,127,615.10 2.01% CORPORATE MEDIUM -TERM NOTES 8,726,907.55 4.24% RIVERSIDE COUNTY TREASURER 104,996,006.71 51.02% TOTAL BEFORE CASH $ 203,331,557.37 98.80% PLUS: CASH $ 2,473,345.59 1.20% GRAND TOTAL $ 205,804,902.96 (1) 100.00% FOOTNOTE: (1) In the City of Palm Desert Comprehensive Annual Financial Report ("CAFR"), both the City of Palm Desert ("City") and the City's external auditor define total investments as demand deposits, investments in various instruments, and investments held in local government investment pools. The concentration percentages shown above were calculated based on that definition. N E C M N .J cc cn 4 2 0a. ch Q 0 o o� oa c� a r A yU A� o O o yam-. 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U.S. firms are reacting by cutting costs and employees. Wells Fargo Bank is forecasting U.S. economic growth of 1.3 percent during 3Q2012, with one-third of the growth due to inventory building. The U.S. remains a magnet for money fleeing from the world's trouble spots. This is what is driving U.S. Treasury yields to historic lows. That may change, however, if the U.S. Government mismanages the coming "fiscal cliff' at year-end, and U.S. debt is downgraded. The rating agencies are scheduled to re-evaluate the U.S. sovereign debt credit rating in 2013. The Congressional Budget Office has stated that the U.S. economy will fall into recession in 2013 if taxes rise, and federal spending falls on schedule in January ("fiscal cliff'). On January 1, 2013, more than $1.6 trillion could be taken out of the economy by some of the largest tax hikes and spending cuts in history. A recent Federal Reserve study estimated that the "Great Recession" has erased 18 years of household wealth. Median net worth, for example, declined from $126,400 in 2007 to $77,300 in 2010. This was due largely to a broad collapse in housing prices. The Fed noted that the bottom 60 to 70 percent of the population is struggling to just make ends meet. yaaf (0jcuz, a' City Treasurer " Certified California Municipal Treasurer PORTFOLIO STATISTICS 2012 y- VQNILQI IYIQI1%WLA 1C0111 City Treasurer Paul S. Gibson, C.C.M.T. Deputy City Treasurer Thomas W. Jeffrey, J.D., M.B.A. Investment Objectives The treasurer shall invest all public monies in a manner that ensures safety of principal; sufficient liquidity to finance the City's expenditures; and the highest yield possible after the previous two objectives have been met. .- Thousands of Dollars Month -End Book Value $ 205,805 $ 216,803 $ 218,086 $ 210,198 $ 210,603 $ 212,467 Month -End Market Value $ 205,845 $ 216,813 $ 218,101 $ 210,229 $ 210,643 $ 212,494 Paper Gain (Loss) $ 40 $ 10 $ 15 $ 31 $ 40 $ 27 Prior Year Book Variance $ (1,578) $ (6,478) $ (1,596) $ 3,543 $ 3,948 $ 17,031 Interest Earnings $ 72 $ 75 $ 76 $ 72 $ 74 $ 68 Yield -To -Maturity 0.42% 0.43% 0.43% 0.42% 0.45% 0.41 % Weighted Maturity (Days) 40 40 38 39 39 39 Effective Duration 0.05 0.05 0.05 0.06 0.06 0.07 All data as of July 31, 2012 PORTFOLIO CHARACTERISTICS July 2012 Dollars in Thousands Maturities Market Value < 1 M $ 181,053 < 2M - < 3M - < 6M - < 1Y - < 2Y 8,739 < 3Y - < 4Y - < 5Y - Total: $ 189,792 Ratings Market Value AAA or Aaa $ 115,529 AA or Aa 4,707 A 4,058 Unrated 79,078 Total: $ 203,372 Assets Market Value County Pool 104,996 LAIF 40,135 WF/LAIF Bond Proceeds 25,388 City Loan to RDA 13,555 MTN 8,765 CAMP 3,403 WF/Bond Proceeds 4,128 Agencies 3,002 Total: $ 203,372 Month City Yield LAIF Yield Variance Aug 11 0.49 0.41 0.08 Sep 0.49 0.41 0.08 Oct 0.43 0.39 0.05 Nov 0.44 0.40 0.04 Dec 0.37 0.38 -0.01 Jan12 0.40 0.39 0.01 Feb 0.41 0.39 0.02 Mar 0.45 0.38 0.07 Apr 0.42 0.37 0.05 May 0.43 0.36 0.07 Jun 0.43 0.36 0.08 Jul 0.42 0.36 0.05 i Maturities Distribution 95 100 80 a 0 �o 60 40 0 a 20 0 0 0 0 0 5 0 0 0 M <2M <3M <6M <1Y 12Y <3Y <4Y <! Credit Quality AAA or Aaa 57% Unrated 39% AA or Aa A 2% 20/0 i Asset Allocation County Pool LAIF 52% A1111111W 20% WF/LAIF Bond Proceeds AgenciesWA/ 12% 0 1 /WF/Bond City Loan to Proceeds CAMP MTN RDA 2% 2% 4% 7% Performance 0.8---- 0.4 0.0 Aug11 Sep Oct Nov Dec Jan12 Feb Mar Apr May Jun OLAIFYield OCity Yield CITY OF PALM DESERT TREASURER'S OFFICE PAGE 2 OF 3 STATEMENT OF COMPLIANCE July 2012 The investment of the City of Palm Desert securities portfolio is governed by California Government Code Section 53601 and by the Palm Desert Statement of Investment Policy. The City investment policy is more conservative than State law. The Palm Desert Audit, Finance, and Investment Committee, and the Palm Desert City Council review the City investment policy annually. For the month ended July 31, 2012, the City investment portfolio was in compliance with all applicable state and local laws and regulations. The City Treasurer's Office continued to pursue conservative and prudent investment strategies, based upon the stated objectives of safety, liquidity, and yield. Barring unforeseen events, the City Treasury should have sufficient cash to finance City expenditures for the next six months. In addition, portions of the City investment portfolio could be liquidated in order to meet any significant, unexpected cash requirements. Interactive Data Services provided the market value prices for securities in the City investment portfolio. All balances are bank balances. Respectfully submitted, "ds www, ee'Ay. City Treasurer SUMMARY OF AUTHORIZED INVESTMENTS California Government Code City Investment Policy CA Govt Maximum Maximum Minimum Maximum Maximum Minimum % of City Code Investment Category Maturity Limit Quality Maturity Limit Quality Portfolio 53601(a) Palm Desert Bonds 5 Years No Limit 7- 53633 Demand Deposits No Limit No Limit No Limit No Limit - 53601(b) U.S. Treasuries 5 Years No Limit 5 Years No Limit - 53601(c) CA State Debt 5 Years No Limit Not Authorized 53601(d) CA Local Agency Debt 5 Years No Limit Not Authorized 53601(e) Federal Agencies 5 Years No Limit 5 Years No Limit 1.5% 53601(f) Bankers's Acceptances 180 Days 40% 180 Days 40% A-1 or P-1 - 53601() Commercial Paper 270 Days 25% A-1/P-1 270 Days 25% A-1 or P-1 - 53601(h) Negotiable CDs 5 Years 30% 5 Years 30% AA- or Aa3 - 53601(i) Repos 1 Year No Limit 30 Days 20% 1 1 - 53601(I) Reverse Repos 92 Days 20% Not Authorized 53601(') Medium -Term Notes 5 Years 30% A 5 Years 30% 1 A 4.3% 53601(k) Money Market Funds 90 Days 20% AAA & Aaa 90 Days 20% 1 AAA & Aaa 2.0% 53601(I) Trust Indenture Debt Not Authorized 53601(m) Secured Bank Deposits 5 Years No Limit Not Authorized 53601(k) Local Government Investment Pools 90 Days No Limit AAA & Aaa or Advisor 90 Days 50% (1) AAA & Aaa 1 or Advisor 53.3°/a 53601(n) Mortgage -Backed Securities 5 Years 20% A (Issuer) & AA (Security) Not Authorized 16429.1(b) L.A.1.F. No Limit $50MM/Acct No Limit $50MM/Acct 32.2% (2)1 93.3% Footnotes: (1) Maximum concentration limit for local agency investment pools, excluding bond proceeds. (2) Total does not include the City Loan to RDA. CITY OF PALM DESERT TREASURER'S OFFICE PAGE 3 OF 3