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Investment Guidelines.pdf

Investment-Guidelines-May-2019.pdf
Preview of Investment Guidelines
🔗 Source: capitalizealbany.com
📊 Size: 179 KB
👤 Author: Towens
⬇️ Downloads: 281

Summary

The Capitalize Albany Corporation's investment guidelines aim to safeguard and collateralize excess funds, ensure liquidity, maintain internal control, and produce a reasonable rate of return. The primary objectives are preservation of capital, liquidity, and prudent growth of principal. Investments will be made in fixed-income securities, such as cash equivalents, short- and intermediate-term fixed-income securities, and quality equity investments. Asset allocation will be between 0-15% for equities and 80-95% for fixed income, with a maximum of 25% for cash or equivalents. Authorized persons, including the President and/or Controller, will make day-to-day investment decisions, and a professional investment advisor may be retained to assist with implementation. Investments will be measured against benchmarks such as the S&P 500 and Barclays Intermediate Government Credit Index. Specific types of investments are approved, including deposits, obligations of the U.S. Treasury, corporate debt obligations, and tax-exempt or taxable municipal securities, with certain conditions and restrictions applying to fixed-income investments.

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Description

The Capitalize Albany Corporation's investment guidelines aim to safeguard and collateralize excess funds, ensure liquidity, maintain internal control, and...

Technical Information

  • File Format: PDF
  • File Size: 179 KB
  • Pages: 6
  • Language: EN
  • Author: Towens
  • Total Downloads: 281
  • Last Updated: 5 hours ago

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