Establishing an Investment Program

Training Type: 
Live Training
Date and Time: 
May 5 2018 - 8:30am to 12:30pm  CDT

America's Center Convention Complex

701 Convention Plaza
St. Louis, MO 63101
United States
Field of Study: 
Management Services
CPE Credits: 
Member Price: 
Non-Member Price: 
Chief Financial Officer/Director of Administrative Services
Midpeninsula Regional Open Space District
Managing Director, Investment Advisory and Analytics
Public Trust Advisors
Program Description: 

Governments should have an investment policy in place to ensure the appropriate safeguarding of public funds. GFOA’s best practices on developing an investment program and investment policy identify essential components of a policy, including scope and investment objectives, suitable and authorized investments, investment diversification, risk and performance standards, and suggestions of how to work with outside professionals for comment or review. This session will cover GFOA’s best practices, provide guidance on how governments should approach developing or updating a current policy, and deliver key examples of how to implement an investment policy that addresses not only a government’s unique needs, but market products and conditions as well.