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2001-010-RES AFFIRMING COP HAS COMPLIED WITH REQUIREMENTS OF PUBLIC FUNDS INVESTMENT ACT
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2001-010-RES AFFIRMING COP HAS COMPLIED WITH REQUIREMENTS OF PUBLIC FUNDS INVESTMENT ACT
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Last modified
8/18/2006 4:29:27 PM
Creation date
8/7/2001 2:09:53 PM
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CITY CLERK
Doc Name
2001
Doc Type
Resolution
CITY CLERK - Date
2/12/2001
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<br />2.1.40 CO 1993 Construction Fund <br />2.1.41 Tax & Revenue CO 2000 Construction <br />2.1.45 Solid Waste Bond Construction Fund <br />2.1.50 Consolidated Payroll <br />2.1.70 Employee's Insurance Fund <br />2.1. 71 Insurance Claims Fund <br />2.1.72 Library Memorial Fund <br />2.1.73 1. A. Love Trust Fund <br />2.1.74 J. P. Poteet Trust Fund <br />2.1.75 Wilbor-Deshong Trust Fund <br />2.1.76 Gibbs Memorial <br />2.1.77 Vaughan Memorial <br /> <br />2.2 Non-Consolidated Cash Funds <br />2.1.02 Economic Development Fund <br />2.1.30 Community Development Grant Fund <br />2.1.50 Revenue Bonds Sinking Fund <br />2.1.54 CO 1993 1& S Fund <br />2.1.55 Tax & Revenue CO 2000 I & S <br />2.1.00 All Other Funds <br /> <br />3.PRUDENCE <br /> <br />Investments shall be made with judgement and care--under circumstances then prevailing--which persons <br />of prudence, discretion and intelligence exercise in the management oftheir own affairs, not for speculation, <br />but for investment, considering the probable safety of their capital as well as the probable income to be <br />derived. <br /> <br />3.1 The standard of prudence to be used by investment officials shall be the "prudent person" standard <br />and shall be applied in the context of managing an overall portfolio. Investment officers acting in <br />accordance with written procedures and the investment policy and exercising due diligence shall be relieved <br />of personal responsibility for an individual security's credit risk or market price changes, provided deviations <br />from expectations are reported in a timely fashion and appropriate action is taken to control adverse <br />developments. <br /> <br />4.0 OBJECTIVE <br /> <br />The primary objectives, in priority order, of the City's investment activities shall be: <br /> <br />4.1 SAFETY: Safety of principal is the foremost objective of the investment program. Investments of <br />the City shall be undertaken in a manner that seeks to insure the preservation of capital in the overall <br />portfolio. To attain this objective, diversification is required in order that potential losses on individual <br />securities do not exceed the income generated from the remainder of the portfolio. <br /> <br />4.2 LIQUIDITY: The City's investment portfolio will remain sufficiently liquid to enable the City of <br />meet all operating requirements which might be reasonably anticipated. <br /> <br />4.3 RETURN ON INVESTMENTS: The City's investment portfolio will be designed with the objective <br />
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