Discuss and Consider Action on the 4th Quarter and Annual Investment Report, Investment Policies, Investment Strategies and Related Resolution for FY 2026 Presenter: Amanda Smith, Chief Financial Officer; Dr. Dana Arreola, Superintendent of Schools Description: Board Policy CDA (Local) requires that an annual comprehensive report on the investment program and activity be prepared and presented to

Staff Report & Agenda Item Details

4.J. Discuss and Consider Action on the 4th Quarter and Annual Investment Report, Investment Policies, Investment Strategies and Related Resolution for FY 2026 Presenter: Amanda Smith, Chief Financial Officer; Dr. Dana Arreola, Superintendent of Schools Description: Board Policy CDA (Local) requires that an annual comprehensive report on the investment program and activity be prepared and presented to the Board.  Administration will share a report covering the 2025-26 fiscal year. It also requires that the Board adopt a written instrument stating that it has reviewed the investment policy and investment strategies and that said instrument record any changes made to either policy or strategy.  The resolution is found on the last page of the Annual Investment Report.

This motion is scored as RESTRAINS_GOVERNMENT (Impact Weight: 2.1/10). Under the Bastiat Liberty Watchdog Index, voting YES on measures that cap or reduce ad valorem tax burdens, expand taxpayer exemptions, retire debt early, enforce competitive bidding caps, or remove regulatory/zoning barriers to private property rights earns a positive Pro-Liberty score.