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Updating your investment policy can be a time consuming task. To help, Public Trust Advisors has put together fifteen recommendations that can be used as a checklist to revisit your investment policy today!
Cash flow analysis plays an important factor in the selection of investment options and serves as the basis for proper liquidity. From a few questions to ask to six steps to creating a cash flow analysis, Public Trust has you covered!
When it comes to determining the value of assets held within LGIP portfolios for reporting purposes, there are two common methods: mark-to-market and amortized cost. In this article, we examine which method we believe is better and why.
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