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Board asks staff to study Bloomberg terminal, investment software and continuity options for $1B portfolio
Summary
Board voted unanimously to direct staff to explore budget requests for a Bloomberg subscription, investment‑management software and other treasury resources, citing the growing $1 billion portfolio and continuity planning needs.
After reviewing the investment policy updates, the Investment Review Board turned to treasury operations and tools. Staff described current resources — Sympro for investment tracking, Excel inputs, custodial services, and a list of authorized financial institutions — and identified possible upgrades as the portfolio grows.
"We're at about a $1 billion portfolio now,"…
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