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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