Certificate of Excellence - Investment Policy
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Congratulations to the City of Greenville Financial Services Department for the accomplishment of receiving the "Certification of Excellence" for the City's Invesment Policy.
The Association of Public Treasurers of the United States & Canada awarded the City of Greenville the Certificate of Excellence Award for completing the requirements for its Investment Policy Accreditation. In order for the policy to achieve certification it must adequately address the following:
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| 1. Policy |
| 2. Scope |
| 3. Prudence |
| 4. Objective |
| 5. Delegation of Authority |
| 6. Ethics and Conflicts of Interest |
| 7. Authorized Financial Dealers and Institutions |
| 8. Authorized and Suitable Investments |
| 9. Investment Pools/Mutual Funds |
| 10. Collateralization |
| 11. Safekeeping and Custody |
| 12. Diversification |
| 13. Maximum Maturities |
| 14. Internal Control |
| 15. Performance Standards |
| 16. Reporting |
| 17. Investment Policy Adoption |
| 18. Glossary |
| Click here for the Investment Policy. |