My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
2019-052 - Approving the City's Annual Statement of Investment Policy 2019-20
Clerk
>
Resolutions
>
CITY COUNCIL
>
2011 -
>
2019
>
2019-052 - Approving the City's Annual Statement of Investment Policy 2019-20
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
5/19/2020 4:20:20 PM
Creation date
6/24/2019 8:39:48 AM
Metadata
Fields
Template:
City Clerk
Doc Type
Resolution
Doc #
2019-052
Date
6/18/2019
Destruction Year
P
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
58
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
View images
View plain text
TABLEOFCONTENTS <br />Page <br />Introduction ............................................................................................................................... 1 <br />1.0Policy .............................................................................................................................. 1 <br />2.0Scope............................................................................................................................. 1 <br />3.0Prudence......................................................................................................................... 2 <br />4.0Objectives........................................................................................................................ 3 <br />5.0Delegation of Authority .................................................................................................... 6 <br />6.0Ethics and Conflicts of Interest ........................................................................................ 7 <br />7.0AuthorizedFinancialInstitutionsand Qualified Broker-Dealers .......................................... 7 <br />8.0Authorized and Suitable Investments ..................................................................... 8 <br />9.0Prohibited Investments and Investment Practices.........................................................13 <br />10.0Investment Pools/Mutual Funds ....................................................................................14 <br />11.0Collateral/SecurityforDepositofPublicFunds .............................................................. 16 <br />12.0SafekeepingandCustody .............................................................................................16 <br />13.0Diversification ................................................................................................................ 17 <br />14.0MaximumMaturities ...................................................................................................... 17 <br />15.0Internal Controls ............................................................................................................18 <br />16.0Performance Standards ................................................................................................19 <br />17.0Reporting ......................................................................................................................19 <br />18.0PolicyConsiderations ................................................................................................... 20 <br />19.0Policy Review, Certification, and Adoption .................................................................... 21 <br />20.0AppendicesandGlossaries............................................................................................ 21 <br />Appendix I- (Table of Appendices) / California Investment Code Abstracts.................. 23 <br />Appendix II - Local Agency Investment Guidelines / Allowable Investment Guidelines ... i <br />Appendix III - Glossary of Common Public Local Agency Investment Terms................. A <br />Appendix IV - Glossary of Common Public Local Agency Investment Terms................... I <br />Appendix V – Broker/Dealer Questionnaire and Certification Form................................ M <br />C¨³¸ ®¥ 3 ³ A´ « <br />*´«¸ ΐǾ ΑΏΐ9- <br />4 ¡«¤ ®¥ #®³¤³² <br />3³ ³¤¬¤³ ®¥ )µ¤²³¬¤³ 0®«¨¢¸*´¤ ΒΏǾ ΑΏ20 <br /> <br />
The URL can be used to link to this page
Your browser does not support the video tag.