The purpose of the Investment Policy is to establish the investment scope objectives delegation of authority, standards of prudence, reporting requirements, internal controls, eligible investments and transactions, diversification requirements, risk tolerance, and safekeeping and custodial procedures for the investment of the funds of the City of Colorado Springs.
Review the City of Colorado Springs Investment Policy.
Review the City of Colorado Springs Cemetery Endowment Investment Policy.
Investment Reports
2022
- Cemetery Endowment Fund Portfolio Performance Report First Quarter 2022
- Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2022
- Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2022
- Cemetery Endowment Fund Portfolio Performance Report Fourth Quarter 2022
- General Portfolio Investment Performance Report First Quarter 2022
- General Portfolio Investment Performance Report Second Quarter 2022
- General Portfolio Investment Performance Report Third Quarter 2022
- General Portfolio Investment Performance Report Fourth Quarter 2022
- Reserve Portfolio Market & Strategy Update First Quarter 2022
- Reserve Portfolio Market & Strategy Update Second Quarter 2022
- Reserve Portfolio Market & Strategy Update Third Quarter 2022
- Reserve Portfolio Market & Strategy Update Fourth Quarter 2022
2021
- Cemetery Endowment Fund Portfolio Performance Report First Quarter 2021
- Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2021
- Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2021
- Cemetery Endowment Fund Portfolio Performance Report Fourth Quarter 2021
- General Portfolio Investment Performance Report First Quarter 2021
- General Portfolio Investment Performance Report Second Quarter 2021
- General Portfolio Investment Performance Report Third Quarter 2021
- General Portfolio Investment Performance Report Fourth Quarter 2021
2020
Cemetery Endowment Fund Portfolio Performance Report First Quarter 2020
Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2020
Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2020
Cemetery Endowment Fund Portfolio Performance Report Fourth Quarter 2020
General Portfolio Investment Performance Report First Quarter 2020
General Portfolio Investment Performance Report Second Quarter 2020
General Portfolio Investment Performance Report Third Quarter 2020
General Portfolio Investment Performance Report Fourth Quarter 2020
Reserve Portfolio Market & Strategy Update Second Quarter 2020
Reserve Portfolio Market & Strategy Update Fourth Quarter 2020
2019
Cemetery Endowment Fund Portfolio Performance Report First Quarter 2019
Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2019
Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2019
Cemetery Endowment Fund Portfolio Performance Report Fourth Quater 2019
General Portfolio Investment Performance Report First Quarter 2019
General Portfolio Investment Performance Report Second Quarter
General Portfolio Investment Performance Report Third Quarter 2019
General Portfolio Investment Performance Report Fourth Quarter 2019
Reserve Portfolio Market & Strategy Update Second Quarter 2019
Reserve Portfolio Market & Strategy Update Fourth Quarter 2019
2018
Cemetery Endowment Fund Portfolio Performance Report First Quarter 2018
Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2018
Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2018
Cemetery Endowment Fund Portfolio Performance Report Fourth Quarter 2018
General Portfolio Investment Performance Report First Quarter 2018
General Portfolio Investment Performance Report Second Quarter 2018
General Portfolio Investment Performance Report Third Quarter 2018
General Portfolio Investment Performance Report Fourth Quarter 2018
Reserve Portfolio Investment Performance Report First Quarter 2018
Reserve Portfolio Investment Performance Report Second Quarter 2018
Reserve Portfolio Investment Performance Report Third Quarter 2018
Reserve Portfolio Investment Performance Report Fourth Quarter 2018
2017
General Portfolio Investment Performance Report First Quarter 2017
General Portfolio Investment Performance Report Second Quarter 2017
General Portfolio Investment Performance Report Third Quarter 2017
General Portfolio Investment Performance Report Fourth Quarter 2017
Reserve Portfolio Investment Performance Report First Quarter 2017
Reserve Portfolio Investment Performance Report Second Quarter 2017
Reserve Portfolio Investment Performance Report Third Quarter 2017
Reserve Portfolio Investment Performance Report Fourth Quarter 2017
Cemetery Endowment Fund Portfolio Performance Report First Quarter 2017
Cemetery Endowment Fund Portfolio Performance Report Second Quarter 2017
Cemetery Endowment Fund Portfolio Performance Report Third Quarter 2017
Cemetery Endowment Fund Portfolio Performance Report Fourth Quarter 2017
2016
Reserve Portfolio Investment Performance Report First Quarter 2016
Reserve Portfolio Investment Performance Report Second Quarter 2016
Reserve Portfolio Investment Performance Report Third Quarter 2016
Reserve Portfolio Investment Performance Report Fourth Quarter 2016
Cemetery Endowment Fund Portfolio First Quarter 2016
Cemetery Endowment Fund Portfolio Second Quarter 2016
Cemetery Endowment Fund Portfolio Third Quarter 2016
Cemetery Endowment Fund Portfolio Fourth Quarter 2016
General Portfolio Investment Performance Report First Quarter 2016
General Portfolio Investment Performance Report Second Quarter 2016
General Portfolio Investment Performance Report Third Quarter 2016
General Portfolio Investment Performance Report Fourth Quarter 2016
2015
Cemetery Endowment Fund Portfolio First Quarter 2015
Cemetery Endowment Fund Portfolio Second Quarter 2015
Cemetery Endowment Fund Portfolio Third Quarter 2015
Operating Portfolio First Quarter 2015
Operating Portfolio Second Quarter 2015
Operating Portfolio Third Quarter 2015
Operating Portfolio Fourth Quarter 2015
Reserve Portfolio First Quarter 2015
Reserve Portfolio Second Quarter 2015