Insights into the Investment Marketplace
Managing Portfolio Risk (March 2008) Published in the California Society of Municipal Finance Officers (OMFOA) Newsletter in March 2008
Deciphering Recent Market Volatility (February 2008) Published in the Oregon Municipal Finance Officers Association (CMFOA) in December 2007 and in the California Municipal Treasurer's Association (CMTA) in Winter 2008
A COMMENT ON LAIF (November 2007) Current comments on LAIF.
REPORT ON FANNIE MAE (FNMA) AND FREDDIE MAC (FHLMC) (November 2007) Current comments on Government Sponsored Enterprise.
Benchmarking and Total Return (August 2007) Kay Chandler, President of Chandler Asset Management and Joya De Foor, Treasurer of the City of Los Angeles co-authored an article which was featured in the August 2007 issue of the Government Finance Review. Titled Benchmarking and Total Return, the article describes how our firm and the city developed new strategies and implemented significant changes in Los Angeles' investment program, based on current best practices in the investment industry and the public sector.
What are Your Fiduciary Responsibilities? (June 2005) "A discussion of the standard of care and compliance requirements for fiduciaries." by Ned Connolly, Sr. VP Client Service. This article appeared in the GFOA Public Investor newsletter. (GFOA does not endorse any investment products.)
Managing Risk to Optimize Return (June 2005) "Are you maximizing your investment strategy to meet your investment objectives?" Presented by Ned Connolly, Sr. VP Client Service, at the June CACTTC Conference in Visalia.