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Committee previews investment governance items for full board approval
Summary
The committee reviewed staff proposals to designate investment officers, approve training sources and qualified brokers, and to review the district investment policy and strategy; trustees will consider formal resolutions at the June regular meeting.
The Finance, Facilities and Operations Committee reviewed several investment-governance items on June 9 that staff will forward to the full board for action. Items listed for the June regular meeting included a resolution designating investment officers, approval of independent sources of instruction for investment-officer training, approval of qualified investment brokers, and a staff-led review of the district's investment policy and strategy (presenters included Rhonda Rountree and Darrell Dodds).
Committee members received the preview but did not vote on these measures at the committee meeting. Staff indicated the district will present any written instruments recording policy review or changes and the formal resolutions to the board at its next regular meeting.
