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California CLASS: Investment Policy 101
May 25 @ 2:00 pm - 2:45 pm
Sign up for the California CLASS webinar: Investment Policy 101. We look forward to your participation!
Title: California CLASS: Investment Policy 101
Date: Thursday, May 25, 2023
Time: 2:00 PM Pacific Daylight Time
Duration: 45 minutes
Summary
Regardless of the type or size of local agency, the investment policy is a foundational component of a prudent and organized cash and investment management strategy.
After attending this session, an attendee should be better prepared to:
- Explain to their public agency’s stakeholders the importance of a well-maintained and up-to-date investment policy;
- Understand the structure of and identify the key concepts within the investment policy; and
- Utilize the investment policy as a guiding document in analyzing cash and investment management decisions
