Investment procedures manual

 · HOME Investment Trust Fund: The term given to the two accounts - one at the Federal level and one at the local level - that "hold" the CITY OF JOLIET’s HOME funds. The Federal HOME Investment Trust Account is the U.S. Treasury City of Joliet - HOME Policies and Procedures Manual. • Describes the criteria and procedures for selecting the investment options. • Establishes investment procedures, measurement standards and monitoring procedures. • Describes corrective actions the committee can take should investment options and investment managers fail to satisfy established objectives. Per Part Two, Section 2(d) of the Purposes and Procedures Manual of the NAIC Securities Valuation Office, reporting is the responsibility of the company that has purchased the security. With respect to private placements, Section 2(d) provides that the insurance company that has the highest dollar investment in the security is generally.

procedures to insure that the particular policy is followed. Atlas Capital Advisors LLC has opted to include the provisions normally included in a ‘Code of Ethics’ into its Policies and Procedures as many areas of this document were deemed redundant. The Investment Procedure provides the framework for UTS’s investment portfolio. The objectives of this Investment Policy are to: • Set guidelines for the investment of UTS’s funds; • Outline the responsibilities of the investment team (including delegations of authority and. Purposes and Procedures Manual of the NAIC Investment Analysis Office NAIC Securities Valuation Office and NAIC Structured Securities Group Effective for Statements ending Decem.

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