Skip to main content
San Jose Ca.Gov
File #: 26-278    Version: 1
Type: Strategic Support Status: Agenda Ready
File created: 3/10/2026 In control: City Council
On agenda: 3/24/2026 Final action:
Title: City of San José Investment Policy Annual Review.
Attachments: 1. Memorandum, 2. Supplemental Memorandum, 3/20/26, 3. Memorandum from Ortiz & Kamei, 3/20/26, 4. Resolution, 5. Letters from the Public

...Title

City of San José Investment Policy Annual Review.

...Recommendations

As recommended by the Public Safety, Finance and Strategic Support Committee on February 19, 2026:

(a) Accept the annual review of the City of San José Investment Policy, as updated.

(b) Review the City’s investment holdings in certain corporate notes and investment holdings with ties to U.S. Immigration and Customs Enforcement, and provide policy guidance to the Administration.

(c) Adopt a resolution amending Council Policy 1-12, City of San José Investment Policy, to update the list of primary dealers.

CEQA: Not a Project, File No. PP17-008, General Procedure and Policy Making resulting in no changes to the physical environment. (Finance)

[Public Safety, Finance and Strategic Support Committee 2/19/2026 - Item (d)5]

[Deferred from 3/10/2026 - Item 3.3 (26-211)]