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HomeMy WebLinkAboutQuarterly Investment Report 2016-Q1Overview of Main Portfolio Blended 1 Core 2 60 60 10 28 Blended 1 Core 2 0.68%1.14% 1 Blended = Liquid (Cash+LGIP) plus Fixed Income Portfolio 2 Core = Main investments of the City defined maturities (Fire Pension is Excluded) Current % Blended Allowed per policy Current Portfolio (principal value) 58%N/A $ 82,910,248 0%100%-$ 7%75%9,974,544$ 19%75%27,198,255$ 16%75%23,305,444$ 0%25%-$ TOTAL INVESTMENTS 100%143,388,492$ *Excluding Cash the portfolio distribution is 16% LGIP; 39% CD's; 45% GSE's By Institution Current % Blended Allowed by Policy Current Portfolio (principal value)Maturity Date APY Weighted Yield Blended Cash US Bank - Cash 58%N/A 82,910,248 overnight 0.45%0.26% US Treasury Securities none 0%100%- N/A N/A N/A Local Government Investment Pool 3920 State Investment Pool 7%75%9,974,544 10/1/2014 0.10%0.02% US Federal Agency Securities * 314179A FHLB 1,996,920 8/11/2017 1.05%0.01% 315189D FNMA 4,997,500 10/26/2018 1.03%0.04% 314179G FHLB 5,009,485 10/17/2017 0.93%0.03% 315209A FHLMC 1,600,000 5/26/2020 1.75%0.02% 315189C FHLMC 5,000,000 6/1/2018 1.12%0.04% 314189A FNMA 3,745,000 2/15/2018 1.30%0.03% 314179C FNMA 4,849,350 11/28/2017 1.00%0.03% Certificates of Deposit 115184A First Savings Bank Northwest 5,092,087 2/6/2018 1.03%0.04% 116214A First Savings Bank Northwest 5,154,418 2/3/2021 1.67%0.06% 114174A First Savings Bank Northwest 5,000,000 10/29/2017 1.15%0.04% 116191A Opus 3%5,000,000 2/25/2019 1.00%0.03% 111167a Columbia Bank 1%2,015,400 11/9/2016 0.99%0.01% 214163A Commencement Bank (CDARS)1%1,043,540 9/15/2016 0.90%0.01% Commercial Paper none 0.00%5%- N/A N/A N/A 143,388,492$ *Held in our safekeeping account at BNY Trust and Custody TOTAL CASH & INVESTMENTS 20% 11% By Type Current March 31, 2016 Weighted Average Maturity excluding Fire Pension Duration allowed by Policy Current Duration (in months) Weighted Average Yield excluding Fire Pension 75%19% Cash US Treasury Securities Local Government Investment Pool US Federal Agency Securities Certificates of Deposit Commercial Paper Cash 58%LGIP 7% GSE's 19% CD's 16% Distribution by Type 0.00% 0.20% 0.40% 0.60% 0.80% 1.00% 1.20% RENTON CORE RENTON BLENDED SIP FED FUNDS RATE 2Y TREAS 1.14% 0.68% 0.46%0.36% 0.88% How do we compare? (see Performance Measures)