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FINANCIAL_SERVICESONGOING

City of San Luis Obispo Investment Oversight Committee Agenda Packet 2026-05-21

City Uses Bank of New York Mellon for Custody and Trustee Services

City of San Luis ObispoBANK OF NEW YORK MELLONMay 21, 2026

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Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo
Motive logo
Veritone logo
TerraCycle logo
Cyvl logo
WithersRavenel logo
Derivita logo
Comcate logo
SafeTouch logo
IANS Research logo

Description

The City of San Luis Obispo continues to use Bank of New York Mellon for safekeeping of its investments and as a trustee for certain bond financing-related investments. These ongoing custody and trust services support secure management of the City’s investment portfolio.

Contract Details

Vendor

BANK OF NEW YORK MELLON

Agency

City of San Luis Obispo, CA

Contract Type

FINANCIAL_SERVICES

Document Date

May 21, 2026

Renewal Info

The document notes ongoing safekeeping and trustee roles but does not specify contract terms, renewal dates, or amendments.

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