Poway Investment Portfolio Managed by Insight Investment
City of PowayCity · Poway, CA- Disclosed value
- $10,872 in investment service fees during the reporting period; managed portfolio fair value of $87,219,147 as of June 30, 2026
- From staffreport
- Document date
- Aug 18, 2026
The 30-second brief
The City of Poway continued its investment management relationship with Insight Investment for the City's externally managed portfolio. The portfolio had a fair value of $87.2 million as of June 30, 2026, and investment service fees totaled $10,872 for the reporting period.
Insight Investment holds this financial services contract with City of Poway. Its other public contracts on record include work for City of Auburn Hills and City of Menlo Park.
Term as filed: Ongoing investment management; report covers June 1, 2026 – June 30, 2026.
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Contract details
- Contract type
- Financial Services
- Amount
- $10,872 in investment service fees during the reporting period; managed portfolio fair value of $87,219,147 as of June 30, 2026
- Document date
- August 18, 2026
- Term
- Ongoing investment management; report covers June 1, 2026 – June 30, 2026
- Vendor
- Insight Investment
- Agency
- City of Poway
- Source document
- City of Poway StaffReport City's Investment Report as of June 30, 2026 2026-08-18 (StaffReport)
Insight Investment's other public contracts
More City of Poway contracts
Questions about this contract
Who was awarded the financial services contract by City of Poway?
Insight Investment was awarded this financial services contract by City of Poway, as recorded on August 18, 2026. The contract value is $10,872 in investment service fees during the reporting period; managed portfolio fair value of $87,219,147 as of June 30, 2026.
How much is the Insight Investment contract with City of Poway worth?
The Insight Investment contract with City of Poway is valued at $10,872 in investment service fees during the reporting period; managed portfolio fair value of $87,219,147 as of June 30, 2026, covering financial services work.
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 Poway StaffReport City's Investment Report as of June 30, 2026 2026-08-18 (StaffReport), dated August 18, 2026 from City of Poway. Civic IQ extracts contract records directly from agency meeting documents and solicitations.
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What other contracts does Insight Investment hold?
Insight Investment may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.
What is City of Poway currently buying?
Explore City of Poway's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.