This page provides examples of investment policies, links to GFOA Best Practices that were referenced in Chapter 12 of GFOAs book Financial Policies, and a link to the model investment policy of the Association of Public Treasurers of the United States and Canada (APT US&C).
Policy Examples
Yellow highlights may have been added to some policies to help you locate relevant material.
The City of University Park, Texas (pop. 25,000)
City of Arden Hills, Minnesota (pop. 10,000)
City of Boulder, Colorado investment policy (pop. 100,000)
City of Boulder staff guidelines for investments (pop. 100,000)
City of Warwick, Rhode Island (pop. 85,000)
City of Bellevue, Washington (pop. 127,000)
West Virginia Board of Treasury Investments (pop. 1,855,000)
GFOA Best Practices
Selection and On-Going Review of Investment Advisors for Non-Pension Fund Investment
Collateralizing Public Deposits
Mark-to-Market Reporting Practices for State and Local Government Investment Portfolios
Diversification of Investments in a Portfolio
Association of Public Treasurers Model Investment Policy
The policy appears at the end of the application document below
APTC US&C Investment Policy Certification Program