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2004-001-RES AFFIRMING COMPLIANCE WITH REQUIREMENTS OF THE PUBLIC FUNDS INVESTMENT ACT
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2004-001-RES AFFIRMING COMPLIANCE WITH REQUIREMENTS OF THE PUBLIC FUNDS INVESTMENT ACT
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Last modified
8/18/2006 4:27:18 PM
Creation date
4/21/2004 3:33:26 PM
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CITY CLERK
Doc Name
Public Funds Investm
Doc Type
Resolution
CITY CLERK - Date
1/12/2004
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<br />2.1.58 2003 GO Refunding Bonds 1& S <br />2.1.72 Library Memorial Fund <br />2.1.73 J. 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 />2.1.78 Malone Love 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 Fund <br />2.1.56 Tax & Revenue CO 2002 1& S Fund <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 <br />persons of prudence, discretion and intelligence exercise in the management oftheir own affairs, not for <br />speculation, but for investment, considering the probable safety of their capital as well as the probable <br />income to be derived. <br /> <br />3.1 The standard of prudence to be used by investment officials shall be the "prudent person" <br />standard and shall be applied in the context of managing an overall portfolio. Investment officers <br />acting in accordance with written procedures and the investment policy and exercising due diligence <br />shall be relieved of personal responsibility for an individual security's credit risk or market price <br />changes, provided deviations from expectations are reported in a timely fashion and appropriate action <br />is taken to control adverse developments. <br /> <br />4.0 OBJECTIVE <br /> <br />The primary objectives, in priority order, ofthe City's investment activities shall be: <br /> <br />4.1 SAFETY: Safety of principal is the foremost objective of the investment program. Investments <br />of 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 <br />to 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 <br />objective of attaining a rate of return throughout budgetary and economic cycles, commensurate with <br />the City's investment risk constraints and the cash flow characteristics of the portfolio. <br />
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