Investment Review Committee Meeting
Carlsbad Investment Review Board · May 28, 2026
A Carlsbad Investment Review Board meeting covered the fiscal year 2026 third-quarter investment report, portfolio size and yield, recent policy changes approved by the City Council, a proposed 12% liquidity target, a $50,000 Bloomberg terminal subscription request tied to the upcoming budget, and a motion to agendize a deeper discussion about treasury staffing and institutionalization.
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