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CITY OF HUNTINGTON BEACH CITY TREASURERS MONTHLY INVESTMENT REPORT Prepared by: Alisa Backstroke, MBA, CAMT, CLAIM City Treasurer Colin Stevens, MPP Treasury ManagerOCTOBER 2023PORTFOLIO SUMMARYMONTHLY
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How to fill out city treasurers monthly investment

01
Gather all necessary financial documents related to the city's investments.
02
Review the investment policy to understand the guidelines and restrictions for investing city funds.
03
Analyze current market conditions and investment opportunities to make informed decisions.
04
Determine the appropriate allocation of funds based on the investment objectives set by the city.
05
Fill out the necessary forms or paperwork to execute the investment transactions.
06
Keep detailed records of the investments and monitor their performance regularly.
07
Report on the city treasurers monthly investment activities to relevant stakeholders.

Who needs city treasurers monthly investment?

01
City officials and administrators responsible for managing the city's financial resources.
02
Taxpayers and residents who have a vested interest in how the city's funds are being invested.
03
Financial auditors and regulatory agencies that oversee the city's financial operations.
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City treasurers monthly investment refers to the financial activities and portfolio management executed by the city treasurer, wherein various funds and securities are managed on a monthly basis to maximize returns on public funds.
The city treasurer or the designated financial officer of the city is required to file the monthly investment report.
To fill out the city treasurers monthly investment, you need to gather data on all investments, including types of securities, amounts invested, returns, and any changes in the portfolio. Then, complete the designated form by inputting this data accurately.
The purpose of the city treasurers monthly investment is to provide transparent reporting of the city’s investment activities, ensure proper management of public funds, and facilitate financial planning.
The report must include the total investment balance, details of individual investments, interest earned, transaction summaries, and compliance with investment policies.
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