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01/09/2024
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01/09/2024
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2/29/2024 11:17:49 AM
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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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3. Trust receipts or confirmations shall fully describe the various obligations or <br />securities held. The receipt or confirmation shall state that the investment is held <br />in the name of Indian River County OPEB Trust, and <br />4. The written system of internal controls shall be approved by the Investment <br />Advisory Committee and shall be subject to review by the external auditors as <br />part of the annual financial audit. <br />XIV. REPORTING <br />Quarterly reports concerning the investment activities, investment portfolio and <br />performance will be submitted to the Investment Advisory Committee and placed on the <br />agenda of the Board of County Commissioners. Other information may include recent <br />market conditions, economic developments, and anticipated investment conditions. <br />XV. CONTINUING EDUCATION <br />Given the often complex and diverse nature of investments, and the importance of <br />balancing the safety and liquidity of investments against the desire to maximize interest <br />earnings, OPEB Trust Fund staff responsible for making investment decisions must <br />annually complete sufficient continuing education as specified in Florida Statue Section <br />218.415(14). <br />7 99 <br />
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