Choosing the Right Benchmarks for Government Investors

Session Time: 
Sunday, May 18, 2014 - 2:40pm to 3:30pm
Room: 
101 ABC
Speakers: 
Moderator
Chief Financial Officer
City of Gainesville, GA
Speaker
Assistant City Manager
City of Georgetown, TX
Speaker
Senior Portfolio Manager
FirstSouthwest Asset Management
Field of Study: 
Management Advisory Services
CPE Credits: 
1
Description: 

As government investors are adopting more private-sector investment practices, the use of benchmarks, both for portfolio management and for performance accountability, has become more common. Factors important to selecting appropriate benchmarks include your government’s risk tolerance, the capabilities of your staff, and how actively your portfolio is managed. Attendees will learn how to look at your government’s risk tolerance in relation to benchmark investment options, and tools and techniques for identifying, applying, and reporting performance against benchmarks in Portfolio Management.

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