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INVESTMENT POLICY WHARTON COUNTY JUNIOR COLLEGE DISTRICT Wharton County Junior College (CJC) funds available for investment shall be invested in compliance with the Public Funds Investment Act, Government
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Gather information on the investment goals and objectives of Wharton County.
02
Identify the risk tolerance and time horizon of the county for investments.
03
Determine the target asset allocation for the investment portfolio.
04
Draft a written investment policy document that outlines the guidelines and procedures for making investment decisions.
05
Review and revise the investment policy periodically to ensure it remains aligned with the County's goals and objectives.

Who needs investment policy wharton county?

01
Wharton County officials and financial advisors who are responsible for managing the county's investment portfolio.
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The investment policy for Wharton County establishes guidelines and procedures for the investment of public funds, ensuring the safety of the principal, adherence to laws, and optimizing earning potential.
Entities responsible for managing public funds in Wharton County, including government agencies, municipalities, and educational institutions, are required to file the investment policy.
To fill out the investment policy for Wharton County, one must provide specific details regarding investment objectives, risk tolerance, asset allocation, and compliance with local regulations, typically following a designated format.
The purpose of the investment policy is to ensure that public funds are invested prudently, maximizing returns while minimizing risk and ensuring compliance with statutory requirements.
The investment policy must include information such as the investment objectives, types of permitted investments, risk management strategies, and the criteria for selecting investment institutions.
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