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RESOLUTION TO ADOPT COUNTY INVESTMENT POLICY & FUND STRATEGIES, AND APPOINT INVESTMENT OFFICER STATE OF TEXAS COUNTY OF COAL COUNTY RESOLUTION #201734 ADOPTION OF 2018 COAL COUNTY INVESTMENT POLICY
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How to fill out county investment policy resolution

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How to fill out county investment policy resolution

01
To fill out the county investment policy resolution, follow these steps:
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Begin by gathering all relevant information about the county's investment practices, policies, and objectives.
03
Review any existing investment policies and resolutions to ensure that the new resolution aligns with them or makes necessary updates.
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Specify the purpose of the resolution and its scope. Clearly define the county's investment goals and objectives.
05
Include a section on the investment authority, outlining who has the power to make investment decisions on behalf of the county.
06
Define the criteria and guidelines for selecting investments. Consider factors such as risk tolerance, maturity, diversification, and liquidity.
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Detail the procedures for approving, executing, and monitoring investments. Include information on reporting requirements and internal controls.
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Address the role of external advisors, if any, and specify the qualifications or requirements for selecting such advisors.
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Include provisions for periodic review and updates to the investment policy resolution to ensure its continued relevance and effectiveness.
10
Clearly state the requirements for compliance with all relevant laws, regulations, and policies.
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Finally, review the completed resolution for accuracy and clarity before presenting it for approval by the appropriate county officials or governing body.

Who needs county investment policy resolution?

01
County investment policy resolutions are typically needed by county governments or governing bodies.
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These resolutions help establish guidelines and procedures for managing the county's funds and investments in a responsible and transparent manner.
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By having a county investment policy resolution in place, the county can ensure that it meets legal and regulatory requirements and effectively manages its investment portfolio.
04
Furthermore, having a clear investment policy resolution can enhance public trust and confidence in the county's financial management practices.
05
It provides a framework for decision-making, risk management, and accountability related to the county's investment activities.
06
County officials, finance departments, and investment committees within the county government are the primary stakeholders who benefit from having a county investment policy resolution.
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County investment policy resolution is a document that outlines the guidelines and procedures for investing county funds.
County officials responsible for overseeing the county's financial management are required to file the investment policy resolution.
To fill out the county investment policy resolution, county officials must review the current investment practices, assess the risk tolerance, and outline the investment objectives.
The purpose of the county investment policy resolution is to ensure prudent investment practices, safeguard county funds, and maximize returns within legal and ethical guidelines.
County investment policy resolution must include the investment objectives, permitted investments, risk management guidelines, and procedures for monitoring and reporting investment activities.
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