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The Best Investment Adviser for You

The GFOA has released An Introduction to Investment Advisers for State and Local Governments (second edition) by Sofia Anastopoulos. This new publication in the GFOA’s cash management series aims to help government officials with selecting, monitoring, and evaluating investment advisers. It also provides guidance for drafting investment advisory agreements that formalize and enable such engagements. The new publication provides an updated request for proposals, as well as discussion of four GFOA recommended practices that have been modified since the earlier edition. Further, the new edition reflects recent regulatory changes affecting investment advisers and includes an overview of different investment management approaches and account options available to investors. A sample investment advisory agreement to help government officials with their own agreements also is included.

This book is a “must read” for any government contemplating using an investment adviser.

To order your copy of this publication or the entire series of cash management books, please visit the GFOA’s e-store.
 
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