Seniors’ Resource Center-Exhibit A (Investment Policy): Investment Policy Review
To assure continued relevance of the guidelines, objectives, financial status, [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Internal Controls
The Director of Finance shall apply internal controls to protect [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Reporting Requirements
The Director of Finance shall submit to the President/CEO and [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Investment Implementation
The following minimum objectives must be observed when investing SRC [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Waiver of These Provisions
The specific provisions of the Eligible Investments section and Asset [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Diversification
All investments shall conform to the “Prudent Man” rule governing [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Frequency of Review
SRC recognizes that all investments go through cycles and therefore [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Marketability of Assets
All assets will be readily marketable.
Seniors’ Resource Center-Exhibit A (Investment Policy): Equities
Equity holdings may be selected from the New York, American, [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Fixed Income
The portfolio may invest in appropriately liquid preferred stocks, corporate [...]