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| February 22, 2022 School Board Meeting | ||||||||||||||||||
| Title INVESTMENT PERFORMANCE REPORTS FOR QUARTERS ENDING SEPTEMBER 30, 2021 AND DECEMBER 31, 2021 | ||||||||||||||||||
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Meeting Date(s) Consent w/o Information - 02/22/2022 |
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| Consent Type | ||||||||||||||||||
| Discussion The attached report is a quarterly investment performance report for quarters September 30, 2021 and December 31, 2021. This report includes a summary of market conditions, economic impacts of COVID-19, and an executive summary with highlights of the District's portfolios. These highlights include:
The report was prepared by the District's investment advisor, PFM Asset Management, LLC. | ||||||||||||||||||
| Recommendation Approve the investment performance report for quarters ending September 30, 2021 and December 31, 2021 | ||||||||||||||||||
| Authority for Action Board Policy 6144 | ||||||||||||||||||
| Involves Expenditure of Funds Directly in the Classroom No | ||||||||||||||||||
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Source of Funding Agenda Item will not Require the Expenditure of Funds |
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Financial Impact
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Legal Counsel Review No |
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| Contact Stephen Van Brunt, Accounting Manager, Ext. 11654; Susan Denyer, Director, Accounting Services, Ext. 11660; Cynthia Lesinski, CFO | ||||||||||||||||||
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Attachments 4Q2021 Brevard SD Board Report.pdf 3Q2021 Brevard SD Board Report.pdf |
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