Essentials of Public Funds Investing
Governments, regardless of portfolio size, should have a strong public investing program to maintain the safety of public funds and ensure their liquidity position is appropriate. GFOA’s best practices address key elements of an investing program and serve as a roadmap to develop and enhance entities’ policies and procedures in this arena.
This session will highlight successful investment programs and discuss ways that organizations can implement and maintain fundamental public finance tenets—safety, liquidity, and yield—to optimize their portfolio.
Learning Objectives
Explore GFOA’s investing best practices and resources.
Assess your government’s investment program to ensure it covers key aspects of public investing.
Identify important questions to ask both internal teams and external providers about the market.
Develop investment strategies for your entity.
Speakers
President/Senior Advisor, Government Portfolio Advisors
Chief Investment Officer, City and County of San Francisco, Office of the Treasurer and Tax Collector, California
Treasurer, Rogers County, Oklahoma