Summary
The city's $168.9 million investment portfolio took a small paper loss this quarter as the Fed raised rates, but higher yields mean better earnings going forward.
At a glance
- Total mentions
- 4
- Last 30 days
- 1
Discussed at 1 meeting in the last 60 days; most recently Oct 21, 2026.
Impact analysis
A $3.1 million unrealized paper loss this quarter, offset by $1.7 million in accrual-based earnings.
City taxpayers, since stronger investment earnings support city services without raising taxes.
Mentions & discussions (4)
Fiscal & Investments Oversight Committee - Oct 21, 2026
The city's $168.9 million investment portfolio took a small paper loss this quarter as the Fed raised rates, but higher yields mean better earnings going forward.
Fiscal & Investments Oversight Committee - Jul 15, 2026
The committee reviewed the city's $170.4 million managed investment portfolio managed by PFM Asset Management. PFM reported a 4.1 percent return for the quarter despite rising short-term interest rates and market volatility.
Fiscal & Investments Oversight Committee - Apr 15, 2026
The city's investment managers reviewed portfolio performance, noting that extending duration during a period of rising yields helped lock in higher returns compared to benchmark expectations.
Fiscal & Investments Oversight Committee - Jan 21, 2026
The committee reviewed the City's $218 million investment portfolio managed by PFM, which continues to generate steady returns and exceed benchmark expectations despite market volatility.
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