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CITYOFMADISONSOUTHDAKOTAINVESTMENTPOLICY.doc
Advanced Investment Policy
The following Advanced Policy is for those entities that invest directly in?securities (US Treasuries,?GSEs, etc)?in addition to deposits and SD FIT. This comprehensive policy addresses credit, interest rate, concentration and custodial risks as required by GASB 40 as well as diversification, safekeeping, and custody. There are also Excel chart templates which can be downloaded from the website to assist with reporting. Just plug in your numbers and make a few minor adjustments to print charts for your governing board.
The Basic Investment Policy is for those entiti
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