Skip to Content RESNA Catalyst Project - providing technical assistance to AT Act entities

Browse By Topic - Investments

  • Reports

    Investing AFP Grant Awards (2007) -- Available formats: rtf
    Describes several low-risk investment options compliant with the requirements of the AFP grants.

    AFP Investment Policies (2006) -- Available formats: rtf
    A guide to establishing an investment policy for AFP funds. Legal constraints, structural considerations, and questions of liquidity and cash flow are addressed. The publication aims to help the AFP program manager gain a working understanding of investment options available, and how to evaluate each option.

    Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
    Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.

    Steps to Prudent Investing of Program Funds (2001) -- Available formats: html
    This paper summarizes a checklist of steps to successful investment management of program funds, highlights certain steps in some detail, provides explanations of several investment instruments Alternative Finance Program (AFP) administrators may choose to use, and provides examples of program cash flows.

  • Legislation

    State Funds/Public Funds and Federal Funds (2007) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Insuring AFP Funds (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Investing in Stocks (2006) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Interest Income (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

    Investment of Funds (2005) -- Available formats: html
    Questions of Interest - Highlights from the Loan Program Listserv Discussions

  • Teleconferences

    Investment Policies Conference Call - May 18, 2006 (2006) -- Available formats: rtf
    Stan Provus is the presenter for this conference call. He analyzed the investment policies of several AFPs and shares his findings with the loan programs. He identifies investment criteria and provided sample policy language. Jane Johnson from FAAST and Frances Pennell from WATF discussed the decisions that led to the development of their investment policies. The accompanying publication, "AFP Investment Policies," is available on the web.