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May 15, 2024 Attention: Administrative and Finance Committee Monthly Treasurers Report on Investments and Cash Flow Purpose The Treasurers Report provides monthly financial information to the Board

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How to fill out local agency investment guidelines

01

Review the investment objectives of the local agency to understand the goals and constraints.

02

Identify permissible investments based on statutory and regulatory requirements.

03

Determine the investment horizon and risk tolerance of the local agency.

04

Develop an investment policy statement outlining guidelines for investment selection and monitoring.

05

Monitor investment performance regularly and make adjustments as needed.

Who needs local agency investment guidelines?

01

Local government agencies such as municipalities and counties

02

Public authorities and special districts

03

School districts and educational institutions

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What is local agency investment guidelines?

Local agency investment guidelines are regulations or policies that dictate how a local government entity can invest its funds.

Who is required to file local agency investment guidelines?

Local government entities such as cities, counties, and special districts are required to file local agency investment guidelines.

How to fill out local agency investment guidelines?

Local agency investment guidelines can be filled out by following the instructions provided by the relevant regulatory authority or financial department.

What is the purpose of local agency investment guidelines?

The purpose of local agency investment guidelines is to ensure that public funds are invested responsibly and in accordance with prudential standards.

What information must be reported on local agency investment guidelines?

Local agency investment guidelines must include details of the investment strategy, authorized investments, and risk management practices.

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