City of Hemet Investment Oversight Committee Meeting Agenda Packet April 2026
Committee Receives Portfolio Update from Public Trust Advisors
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Description
The City of Hemet Investment Oversight Committee received a detailed portfolio update from Public Trust Advisors on the City's 1–3 year and 1–5 year investment portfolios, confirming the ongoing investment advisory relationship. PTA reported current yields, durations, and unrealized gains on the City's invested funds.
Contract Details
Vendor
PUBLIC TRUST ADVISORS
Agency
City of Hemet, CA
Contract Type
FINANCIAL_SERVICES
Document Date
April 23, 2026
Renewal Info
Existing engagement; committee and PTA discussed meeting again soon to consider reallocating funds from LGIPs into BNY-managed 1–3 and 1–5 year portfolios.
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City of Hemet Investment Oversight Committee Meeting Agenda Packet April 2026
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