Preparing or Updating Your Investment Policy - October 3, 2013

Group Internet-based course
Prerequisites: None
Course level: Basic

CPE credits: 2

Time: 2:00 – 4:00 pm (Eastern)


Register online


Who Will Benefit
Government staff who are responsible for establishing treasury and investments policies for their organizations.

Program Overview
Public-sector investment objectives focus on safety, liquidity, and yield. Investment policies describe the portfolio management strategies that organizations should use to meet the objectives responsibly. This webinar will focus on the components of a good investment policy. Speakers will also discuss an approach for assembling a policy or updating an existing investment policy. Particular emphasis will be placed on designing policies that can react to changing economies and liquidity demands.

Seminar Objectives

  • Understand GFOA’s best practice components of an investment policy
  • Learn an approach for assembling or updating a public-sector investment policy
  • Develop a process for continuous review of the policy


Registration Fees
GFOA member:  $85     Nonmember:  $160