FINANCIAL_SERVICESONGOING

City Utilizes Insight Investment For Portfolio Reporting

The City of Simi Valley continues its engagement with Insight Investment LLC to provide investment advisory services and prepare the Monthly Investment Report summarizing the City's $351.3 million investment portfolio as of April 30, 2026. Insight supplies detailed holdings, yields, and market analysis to support Council oversight and investment policy compliance.

Document date · June 8, 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

Scope & details

The full contract record, as filed.

Contract type
FINANCIAL_SERVICES
Document type
StaffReport
Source document
City of Simi Valley Staff Report Approval of the Monthly Investment Report for the month ended April 30, 2026 2026-06-08

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by City of Simi Valley?

Insight Investment Llc was awarded this financial services contract by City of Simi Valley, as recorded on June 8, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a staffreport record.

Where was this contract approved?

This contract appears in City of Simi Valley Staff Report Approval of the Monthly Investment Report for the month ended April 30, 2026 2026-06-08 (StaffReport), dated June 8, 2026 from City of Simi Valley. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Insight Investment Llc hold?

Insight Investment Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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