Mark-to-Market Reporting for Public Investment Portfolios
Treasury and Investment Management
Mark-to-Market Reporting for Public Investment Portfolios
GFOA recommends that state and local government officials responsible for investment portfolio reporting determine the market value of all securities in the portfolio on at least a quarterly basis. These values should be obtained from a reputable and independent source and disclosed to the governing body or other oversight body at least quarterly in a written report.
Board approval date: Thursday, February 28, 2008