Finance

Investments

 

​​Broker-Dealer Selection​
Forms/Documents
Investment Policy for
Broward County​
Broker-Dealer Questionnaire
Public Funds Account Authorization to Trade
Investment Reports

The County's investment practices are governed by 218.415 of the Florida Statutes, County Code of Ordinances, Chapter I, Article I, Section 1-10 and the requirements of outstanding bond covenants. The County has a formal investment policy that is designed to ensure conformity with State Statutes and seeks to limit exposure to investment risks. In September 2015, the Broward County Investment Policy earned the Certificate of Excellence Award that was issued by the Association of Public Treasurers of the United States & Canada. The policy specifies the types, issuer, maturity, and performance measurement of investment securities that are permissible.​​​​