The investment officer shall prepare an investment report at least quarterly, including a management summary that provides an analysis of the status of the current investment portfolio and transactions made over the last quarter. This management summary will be prepared in a manner which will allow the village to ascertain whether investment activities during the reporting period have conformed to the investment policy.
(Ord. 2710-99, passed 10-20-99; Am. Ord. 21-1696, passed 4-7-21)