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THE BOARD OF SUPERVISORS OF THE COUNTY OF STANISLAUS BOARD ACTION SUMMARY DEPT:Treasurer I Tax CollectorBOARD AGENDA:5.8.2 AGENDA DATE: November 6, 2018SUBJECT: Acceptance of the Stanislaus County
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How to fill out short-term investment pool summary

01
To fill out a short-term investment pool summary, follow these steps:
02
Gather all necessary information about the investments in the pool, such as the investment type, amount invested, and maturity date.
03
Calculate the total value of the investment pool by adding up the individual investments.
04
Determine the average maturity of the investments in the pool by weighted averaging the maturity dates based on the amount invested.
05
Calculate the weighted average yield of the investments by multiplying the amount invested by the yield rate for each investment, summing them up, and dividing by the total value of the investment pool.
06
Analyze the risks associated with the investments in the pool and provide a summary of the risk factors.
07
Include any additional relevant information, such as the investment objective, investment strategy, and investment restrictions.
08
Review the completed summary for accuracy and completeness before finalizing it.

Who needs short-term investment pool summary?

01
Short-term investment pool summaries are typically needed by financial institutions, investment funds, or individuals who manage investment portfolios.
02
These summaries help in providing a concise overview of the current status, performance, and risks of the short-term investment pool.
03
Investors, regulators, and other stakeholders may also require these summaries to assess the suitability and compliance of the investment pool with their objectives and regulations.
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Short-term investment pool summary is a report that provides a snapshot of the investments held in a short-term pool, including details such as the types of investments, maturities, and returns.
Entities that manage short-term investment pools, such as government entities or financial institutions, are required to file short-term investment pool summaries.
To fill out a short-term investment pool summary, entities need to provide information on the types of investments held, their maturities, and any returns earned.
The purpose of a short-term investment pool summary is to provide transparency and accountability regarding the management of short-term investments.
Information such as the types of investments held, their maturities, returns earned, and any changes in the pool's composition must be reported on a short-term investment pool summary.
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