Investment Policy

About the Policy

The purpose of the Investment Policy is to identify various policies and procedures that enhance opportunities for prudent and systematic investment-related activities. The investment policies and practices of the San Joaquin Council of Governments (SJCOG), SJCOG Inc. (SJCOGI), and the San Joaquin County Transportation Authority (the Authority) are based on state law and prudent money management. All funds will be invested in accordance with the Authority's Investment Policy, and California Government Code Sections 53600 of the following policy. The investment of bond proceeds will be further restricted by the provisions of relevant bond documents.

View or download SJCOG's Investment Policy.
View or download SJMSCP's (Habitat) Investment Policy.