Financial Policy Examples - Investment Policies

Financial Policy Examples - Investment Policies

Submissions from Financial Policy Challenge

Policies submitted below were provided by governments in response to GFOA's financial policy challenge. Policy examples have not been reviewed by GFOA staff for consistency with GFOA best practices.

Investment Policies

Related Resources

  • 10 Steps to Developing a Financial Policy

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  • Treasury and Investment Management Best Practices

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  • GFOA Materials Library

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  • Financial Policies Book

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Investment Policy Template from the Association of Public Treasurers

This is a template for an investment policy that was developed by the Association of Public Treasurers of the United States and Canada.

Download Template

Financial Policy Challenge

GFOA's financial policy challenge is a broad effort to encourage members to adopt and share financial policies that are essential to a strong financial foundation.

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