400-01 Investment Program and Policy

Statement of Investment Policies, Procedures and Objectives. Enacted September 26, 1989. Revised October 22, 2024.

The purpose of this Investment Policy (the Policy) is to establish the investment objectives, delegation of authority, standards of prudence, eligible investments and transactions, internal controls, reporting requirements, safekeeping and custodial procedures necessary for the prudent management of City Funds.

Investment Program and Policy (400-01)(PDF, 340KB)

Guidelines(PDF, 294KB)