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Financial Policies

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Adopted/Approved Policy
06/06/2016 Financial Policy Guidelines

09/10/2012

Investment Policy

Certificate of Excellence

The City of Greenville has received the "Certificate of Excellence" for the City's Investment Policy.

The Association of Public Treasurers of the United States & Canada awarded the City of Greenville the Award for completing the requirements for its Investment Policy Accreditation.  In order for the policy to achieve certification it must adequately address the following:

  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

 

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