Measure Thrice, Explain Once: Reporting on Performance of Investment Portfolios

Measuring government investment portfolio performance is essential for accountability and transparency, strategic decision-making, and achieving governmental goals. However, government investing follows different principles than traditional investing. Safety and liquidity are the hallmarks of public investing, followed by return, and governments should incorporate these concepts in how they measure the performance of their investment portfolio.

This session will review new variables in GFOA’s best practices that help governments measure for safety, liquidity, and return in a manner that is well-suited for their entities. Attendees will learn about additional tools and peer discussions on how this approach reflects core public investment principles for governments of all sizes.