CMTA and CDIAC Present
PUBLIC FUNDS INVESTMENT: STRATEGY IN PRACTICE
A Public Funds Investment Essentials Workshop
This interactive workshop provides attendees the opportunity to participate in the application of concepts and strategies explored in the Public Funds Investment Essentials webinar series. Through activities and discussion, the program will build from fundamental concepts and operational considerations to strategic portfolio management theory and practice.
Workshop Presentation Materials
Printed versions of the session presentations are not provided. PDFs of the combined presentations can be accessed below and printed. Links will be updated as the materials become available.
PDFs for individual sessions are listed below.
- Session 2 | Leveraging Available Data and Technology
- Session 3 | Don’t Let Accounting Practices Hamstring Your Portfolio
- Session 4 | Duration and Asset/Liability Management (ALM): Practical Approach, Theory and Case Study
Workshop Resources
Public Funds Investing Resources
CDIAC Investment Publications
Highlighted CDIAC investment publications most applicable to the Public Funds Investing Essentials courses are listed below. A full library of publications back to 2000 are available in CDIAC’s Publication Database.
- Investing in Callable Securities - September 2020 Update, 2020
- Benefits and Limitations of Option-Adjusted Spread Analysis, 2020
- Socially Responsible Investing - What Does it Mean and What's the Risk?, 2019
- Securitized Investments, 2016
- Rule 144a Securities, 2013
- Local Agencies Ability to Buy Their Own Debt – A Digest, 2013
- Investments Under Government Code 53601(k) - Focus on Foreign Issuers, 2013
- Principal Protected Notes, 2013
- Duration Basics, 2007
Archives of CDIAC’s Investment Education
- 2022 Public Funds Investment Essentials
Agenda | Replays and materials are available in CDIAC’s Ed Portal - 2021 Fundamentals of Public Funds Investing
Replays and materials are available in CDIAC’s Ed Portal - 2020 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
Agenda | Slides - 2019 Fundamentals of Public Funds Investing
Agenda | Slides - 2018 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
Agenda | Slides - 2017 Fundamentals of Public Funds Investing
Agenda | Slides - 2016 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
Agenda | Slides - 2015 The Public Investment Portfolio: A Step-by-Step Examination of Public Investment Securities
Details on Six-part Webinar Series