Buckley Investment Group, LLC 13½ E. Main Street, Ste 211 Walla Walla, WA 99362 Ph. 509.522.1600...
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Transcript of Buckley Investment Group, LLC 13½ E. Main Street, Ste 211 Walla Walla, WA 99362 Ph. 509.522.1600...
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Buckley Investment Group, LLC13½ E. Main Street, Ste 211Walla Walla, WA 99362
Ph. 509.522.1600800.610.1460
Fax 509.522.1605 [email protected]
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Fiduciary Responsibility
Guardian of Public Funds Prudent Transparent Documented
Avoid the Headlines
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Fiduciary Responsibility
Investment Policy Statement Investment Management Process Client Documentation
Protects the Governmental Entity
AND
The Investment Officer
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Investment Policy StatementSets the Investment GuidelinesInvestment Objective
Balancing Act: Safety and liquidity versus yield Primary Investment Objective
Safety of funds Meet cash flow requirements
Secondary Investment Objective Incremental income from the prudent investment of
surplus funds
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Investment Policy Statement Investment Parameters
Asset Allocation Benchmark Performance Standards and Monitoring Eligible Securities (type, quality, duration)
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Eligible Investments
Statutes set forth eligible investments RCW 43.84 RCW 43.250 RCW 39.59 RCW 39.58
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Investment Policy Statement Roles & Responsibilities
Fiduciary Agent Investment Advisor (State or Private) Fund Manager
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Investment Management Process Maintaining Compliance with the IPS Systematic Process to Maintain
Security Eligibility Asset Allocation Performance
Benchmark comparison Peer group comparison
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Client Documentation Periodic Review
Monthly, Quarterly, Annual, 3-Year, & 5-Year Performance Reports
Portfolio Performance Benchmark Comparison Manager Peer Group Comparison
Market Commentary Asset Allocation Rebalancing Manager Replacement Reports
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Fund Manager Selection Meets the IPS “Safety” Standards Consistent Performance vis-à-vis the
Benchmark and Peer Group
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