ONE Investment Manages $36M Municipal Portfolio
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Description
City of Quinte West continues its prudent investor arrangement with ONE Investment, which manages a $36.29 million diversified portfolio and reported a 5.83% inception-to-date return as of March 31, 2026. The Treasurer confirms that all investments comply with the City’s Investment Policy Statement and Investment Plan, with governance and management fees drawn from the portfolio.
Contract Details
Vendor
ONE INVESTMENT
Agency
City of Quinte West, Canada
Contract Type
FINANCIAL_SERVICES
Document Date
May 5, 2026
Contract Term
Ongoing prudent investor regime with reporting at least annually; current report covers inception January 7, 2022 through March 31, 2026
Renewal Info
ONE Investment and ONE JIB provide ongoing investment services under the City’s Prudent Investor regime and 2025 Investment Policy Statement; service continues unless revised by future Council action.
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City of Quinte West Council Agenda 2026-05-20
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City of Quinte West Council Agenda 2026-05-20
City of Quinte West Council Agenda 2026-05-20
City of Quinte West Council Agenda 2026-05-20
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