Page 239 - Colleyville FY19 Budget

including North Central Texas Council of Governments, Government
Treasurer's Organization of Texas, Government Finance Officers of Texas,
Texas Municipal League and the University of North Texas Center for
Professional Development. The training must include education in investment
controls, security risks, strategy risks, market risks, and any other topics as
required by the Act.

Review of Investment Policy

Annually, the City Council shall formally review the Investment Policy and
investment strategy contained with the Policy and record in writing that it has
reviewed the Policy and record any changes to either the policy or strategy.
Updated council approved investment policies should be provided to the city’s
authorized firms including the city’s depository, investment pools, investment
advisors, brokers and dealers the same week council approves the policy. Any
changes to the Investment Policy will require re-certification by all authorized
firms.

Restated and Revised Policy Adopted:
- July 17, 2018 – Resolution R-18 - 4285

Previous Policy Approval Council Meeting Dates:
- September 19, 2017 - Resolution R-17-4175
- September 6, 2016 - Resolution R-16-4029
- September 1, 2015 - Resolution R-15-3902

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