2027 investment policy adoption
City of Palm DesertCalifornia- Detected
- Oct 27, 2026
- 6 days ago
- Sector
- Administration & Finance
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From the meeting
At its October 27, 2026 meeting, the Finance Committee recommended that the City Council adopt the 2027 Investment Policy (FIN-002) for the city, Successor Agency, Financing Authority, and Housing Authority. The policy updates state-law compliance, broker-dealer rules, and investment controls. This is a buying trigger for treasury support, banking/depository services, and investment advisory firms.
The next real decision is council adoption of the policy and delegation of authority.
- Meeting date
- October 27, 2026
- Agency
- City of Palm Desert
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