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Committee on Treasury and Investment Management

BEST PRACTICES

A GFOA best practice identifies specific policies and procedures as contributing to improved government management. It aims to promote and facilitate positive change rather than merely to codify current accepted practice. Partial implementation is encouraged as progress toward a recognized goal.

Investments
Cash Management
Portfolio Construction/Process of Investing
Selecting and Maintaining Relationships with Professional Service Providers
Measuring; Reporting Investments
Technology and Processing

Internal Controls

Other


ADVISORIES

A GFOA advisory identifies specific policies and procedures necessary to minimize a government’s exposure to potential loss in connection with its financial management activities. It is not to be interpreted as GFOA sanctioning the underlying activity that gives rise to the exposure. 

 

Portfolio Construction/Process of Investing

Investments

 

 
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