Preparing or Updating your Investment Policy

Training Type: 
Course Status: 
Repeat Offering
Date and Time: 
Oct 15 2014 - 2:00pm to 4:00pm  EDT
Field of Study: 
Management Advisory Services
CPE Credits: 
Member Price: 
Non-Member Price: 
Assistant City Manager/COO
City of Weston, FL
Who Will Benefit: 

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

Program Description: 

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 chancing 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
Recommended Other Reading: 

GFOA Best Practice: Creating an Investment Policy

Registration Form: