Investment Reports

Western Water invests monies that are not needed for immediate use in accordance with California State Government Codes and Western Water’s Investment Policy.  The overriding objectives of Western Water’s investment program are to preserve principal, provide sufficient liquidity, and manage investment risk while seeking a market rate of return.  The most recent quarterly report prepared by Western Water’s investment manager, Chandler Asset Management, is available here. This report provides an economic update, a “compliance with investment policy” page, investment portfolio characteristics, portfolio performance, and a comprehensive listing of holdings.

Western Water’s Investment Policy is available by clicking the “Financial Policies” link on the left side of this webpage.

For the Voluntary Employee Benefit Association (VEBA) Trust, the most recent quarterly report is available here. Investments in the VEBA Trust are dedicated to fund Western Water's retiree medical benefit obligation.

Prior quarterly reports for both Western Water's and VEBA Trust's investment portfolios are available upon request from Western Water by calling (951) 571-7100.