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Reso 2024-3599
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Reso 2024-3599
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Last modified
1/24/2024 9:42:51 AM
Creation date
1/23/2024 4:22:41 PM
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CityClerk-Resolutions
Resolution Type
Resolution
Resolution Number
2024-3599
Date (mm/dd/yyyy)
01/18/2024
Description
Approving a Revised Investment Policy of the City of Sunny Isles Beach.
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Limits on Maturities <br />The maximum maturity on any certificate shall be no greater than ten (10) years from <br />the date of purchase. <br />D. The Florida Local Government Surplus Funds Trust Fund <br />(State Board of Administration — SBA) <br />Portfolio Composition <br />A maximum of 50% of available funds may be invested in the SBA. <br />E. Intergovernmental Investment Pools <br />Investment Authorization <br />Intergovernmental investment pools that are authorized pursuant to the Florida <br />Interlocal Cooperation Act, as provided in Section 163.01, Florida Statutes and <br />provided that said funds contain no derivatives. <br />Portfolio Composition <br />A maximum of 50% of available funds may be invested in intergovernmental <br />investment pools. <br />F. Registered Investment Companies (Money Market Mutual Funds) <br />Registered with the Securities and Exchange Commission with the highest credit <br />quality rating from a nationally recognized rating agency; portfolio is limited to direct <br />obligations of the United States Government or any agency or instrumentality thereof. <br />Portfolio Composition <br />A maximum of 100% of available funds may be invested in money market funds. <br />Limits of Individual Issuers <br />A maximum of 100% of available funds may be invested with any one (1) money <br />market fund. <br />V. PROHIBITIONS <br />The purchase of derivative instruments as defined by the Government Account <br />Standards Board ("GASB") or any investment instrument which is structured to derive <br />a rate of return from an investment source other than the originally purchased <br />investment is strictly prohibited. <br />VI. INVESTMENT PARAMETERS <br />To the extent possible, the City shall attempt to match its investments with anticipated <br />6 65 <br />
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