GFOA of the US & Canada - TreasuryBooks

An Introduction to Broker-Dealers for State and Local Governments (second edition)

This book aims to assist government investors in understanding, navigating, and managing their relationships with securities broker-dealers in today’s marketplace.

Second Edition
This publication 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. Included with this publication are a sample investment advisory agreement and a sample request for proposals to help you improve how you connect with an investment adviser.

Second Edition
The Government Finance Officers Association (GFOA) has published a revised second edition of its popular book An Elected Official's Guide: Investing to help public sector investors keep pace with the many regulatory, technological, and other changes they have faced in the last decade. Using the series' proven question-and-answer format, this guide covers key aspects of developing an investment policy, relationships with banks and broker-dealers, investment instruments, cash flow forecasting, internal control considerations, the investment process, basic portfolio strategies, investment advisers, investment reporting, investing bond proceeds, and technology. Also included are a glossary of common investment terms and a list of useful Web sites.