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Reso 2024-3616
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Reso 2024-3616
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Last modified
2/22/2024 4:28:40 PM
Creation date
2/22/2024 10:09:51 AM
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CityClerk-Resolutions
Resolution Type
Resolution
Resolution Number
2024-3616
Date (mm/dd/yyyy)
02/15/2024
Description
Approving Revised Investment Policy of the City of Sunny Isles Beach.
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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 <br />direct obligations of the United States Government or any agency or <br />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 />G. Bonds, notes or instruments backed by the full faith and credit of the government of Israel <br />with an A rating or above or equivalent rating by at least two accredited ratings agencies. <br />Portfolio Composition <br />A maximum of 3% of the available funds may be invested in bonds backed by the full faith and <br />credit of the state of Israel. <br />Maturity Limitations <br />The maximum length to maturity invested in bonds backed by the full faith and credit of the state <br />of Israel is five (5) years. <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 <br />derive a rate of return from an investment source other than the originally <br />purchased investment is strictly prohibited. <br />VI. INVESTMENT PARAMETERS <br />To the extent possible, the City shall attempt to match its investments with <br />anticipated cash flow requirements. Unless matched with a specific cash flow, <br />the City will not directly invest in securities maturing more than ten (10) years <br />from the date of purchase. Average life will be used as the maturity for mortgage- <br />backed securities and the intergovernmental pool investments. <br />Because of inherent difficulties in accurately forecasting cash flow requirements, <br />a portion of the portfolio should be continuously invested in readily available funds <br />such as Local Government Investment Pools, or money market funds to ensure <br />that appropriate liquidity is maintained to meet ongoing obligations. <br />VII. SAFEKEEPING AND CUSTODY <br />A. Authorized Investment Institutions and Dealers <br />503 <br />
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