Implementing a Strong Investment Program

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Governments have a fiduciary responsibility to manage and monitor their public funds investments. Investment programs are essential to meeting that responsibility and are foundational for effective financial management.

These programs are crucial for establishing investment policies and internal controls, developing and monitoring portfolios, navigating shifting market conditions, and communicating information to stakeholders. Although governments of varying sizes and complexities execute investment programs differently, key tenets of an investment program must be in place to safeguard public funds.     

This course will discuss how investment program best practices can structure policy, inform investment decisions, and protect government funds.  

Learning Objectives

  • Outline the basic components of an investment program.

  • Identify the core elements of an investment policy.

  • Implement best practices in key areas of public investing.

  • Develop a plan to ensure your organization adheres to investment program best practices.