City and Borough of Juneau
155 S. Seward Street
Juneau, Alaska 99801
tel. 907-586-5240
fax 907-586-5385
http://www.juneau.org

Finance Department

Investments

Management of Investments

The CBJ Assembly has adopted a code and policy regarding the management of Central Treasury Investments. The code and policy identifies the intent, judgment, authorized investments, investment terms, conditions, collateral, etc. The code and policy requires that -

The Finance Director and Treasurer exercise the judgment and care under the circumstances then prevailing which an institutional investor of ordinary prudence, discretion, and intelligence exercises in the management of investments under the investment objectives of these investment policies and the CBJ codes.


The investment of the Central Treasury is directed to the objectives (in order) of safety, liquidity and yield. The investment strategy for the internally managed portfolio investments is buy and hold (not active trading).


Management of Investments Portfolio Structures Investment Performance
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