Investments

Investment Policy


 The Investment Policy for the City of Sherman is to invest the city’s funds for safety, liquidity and yield. The policy is updated annually and includes:

  • Authorized financial dealers and institutions 
  • Authorized investments 
  • Collateralization requirements 
  • Internal control procedures 
  • Investment strategies 
  • Maturity limits 
  • Performance standards 
  • Prohibited securities 
  • Reporting requirements 
  • Safekeeping requirements 
  • Standards of care 
  • Valuation requirements 

Reports