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01/09/2024
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01/09/2024
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Last modified
2/29/2024 11:17:49 AM
Creation date
2/29/2024 9:58:46 AM
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Meetings
Meeting Type
BCC Regular Meeting
Document Type
Agenda Packet
Meeting Date
01/09/2024
Meeting Body
Board of County Commissioners
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INDIAN RIVER COUNTY, FLORIDA <br />OPEB INVESTMENT POLICY <br />TABLE OF CONTENTS <br />I. <br />OVERVIEW AND PURPOSE............................................................................. 1 <br />II. <br />OBJECTIVES....................................................................................................... 1 <br />III. <br />DELEGATION OF AUTHORITY AND OVERSIGHT PROCEDURES .......... 1 <br />IV. <br />PRUDENCE......................................................................................................... 2 <br />V. <br />INVESTMENT DECISIONS............................................................................... 3 <br />VI. <br />AUTHORIZED INVESTMENTS........................................................................ 3 <br />VII. <br />MATURITY AND LIQUIDITY.......................................................................... 4 <br />VIII. <br />PERFORMANCE MEASURES.......................................................................... 4 <br />IX. <br />PORTFOLIO COMPOSITION, RISK AND DIVERSIFICATION .................... 4 <br />X. <br />AUTHORIZED INVESTMENT INSTITUTIONS AND DEALERS ................. 5 <br />XI. <br />SAFEKEEPING AND CUSTODY...................................................................... 5 <br />XII. <br />BID REQUIREMENTS........................................................................................ 6 <br />XIII. <br />INTERNAL CONTROLS.................................................................................... 6 <br />XIV. <br />REPORTING........................................................................................................7 <br />XV. <br />CONTINUING EDUCATION............................................................................. 7 <br />92 <br />
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