Seniors' Resource Center
Seniors’ Resource Center-Exhibit A (Investment Policy): Investment Objectives
All invested cash shall be managed to achieve the following objectives:
- Safety of Principal. The primary objective shall be to protect against any loss of
- Liquidity. Investments will be managed to ensure that cash is available to meet SRC
- Yield. Investments will be managed to optimize returns within appropriate safety
and liquidity constraints under “Eligible Investments” as detailed below.
- Diversification. Investments shall be diversified to avoid incurring unreasonable risk
regarding a specific security, asset class, maturity period, or institution.