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 The State Treasurer's Investment Committee meets monthly to review the State Treasurer’s Investment Policy and revise as appropriate; review the portfolio for quality, diversification, maturity, and performance; and review portfolio controls, collateral adequacy, and recommended procedural changes. With the help of investment industry consultants, the Office has developed benchmarks against which the portfolio’s performance can be measured. There are five members appointed to the Committee. To gain securities industry perspective, two representatives from that community have been added: Steven Bohlin, Managing Director of Thornburg Investment Management; and Paul Cassidy, Managing Director of RBC Dain Capital Markets. Neither firm transacts business with the State Treasurer’s Office. Another Committee member, Olivia Padilla-Jackson, is the Director of the State Board of Finance, which serves as an oversight board for the Treasurer’s Office. The two members representing the Treasurer’s Office are Treasurer James B. Lewis and Chief Investment Officer Joelle Mevi.
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