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Investment Standards
… Comptroller DiNapoli's Legislative Program Legislative Session 2021-2022: Investment Standards … of the New York State college choice tuition savings program and the New York achieving a better life experience (ABLE) savings account program. Memo Bill Text Status …
https://www.osc.ny.gov/legislation/investment-standardsPembroke Central School District - Investment Program (2023M-130)
… investment program - legality, safety, liquidity and yield - when investing available funds. District officials …
https://www.osc.ny.gov/local-government/audits/school-district/2024/04/19/pembroke-central-school-district-investment-program-2023m-130Village of Greene – Investment Program (2023M-112)
… Village earned approximately $5,800 from money on deposit in the Village’s checking and savings accounts, which had an …
https://www.osc.ny.gov/local-government/audits/village/2023/12/01/village-greene-investment-program-2023m-112Schenectady County – Investment Program (2025M-5)
… complete report – pdf] Audit Objective Did Schenectady County (County) officials develop and manage a comprehensive investment program? Audit Period … did not monitor investments, formally solicit interest rate quotes or consider other legally permissible investment …
https://www.osc.ny.gov/local-government/audits/county/2025/08/08/schenectady-county-investment-program-2025m-5Greenville Fire District – Investment Program (2023M-106)
… $539 from money on deposit in the District’s checking and money market accounts, which had average available funds for investing of $845,365. Had officials considered other legally … policy guidelines. Consider all four objectives of a comprehensive investment program - legality, safety, …
https://www.osc.ny.gov/local-government/audits/fire-district/2023/12/29/greenville-fire-district-investment-program-2023m-106Investment Advisory Committee
… and any amendments to it, and reviews and provides a recommendation to the Comptroller on the proposed asset … Board Director BlackRock Fixed Income Funds Board James Mitchell Managing Partner JMJ Advisors, LLC Diane C. … Partner Wellington Management Company, LLP Catherine James Paglia Director Enterprise Asset Management …
https://www.osc.ny.gov/common-retirement-fund/resources/investment-advisory-committeeState Comptroller DiNapoli Releases Municipal & School Audits
… today announced the following local government and school audits were issued. Marathon Joint Fire District – Investment … today announced the following local government and school audits were issued …
https://www.osc.ny.gov/press/releases/2023/10/state-comptroller-dinapoli-releases-municipal-school-audits-1Saranac Central School District – Investment Program (2023M-89)
… the 22-month audit period, the District had an average of $12.4 million in operating and debt service funds … have earned $356,452, or $202,353 more than the $154,099 of investment earnings during our audit period. Officials did … monthly cash flow forecasts that estimate the amount of funds available for investment. Consider all four …
https://www.osc.ny.gov/local-government/audits/school-district/2023/12/22/saranac-central-school-district-investment-program-2023m-89Hammondsport Central School District – Investment Program (2024M-63)
… (District) officials developed and managed a comprehensive investment program. Key Findings The Board of Education … officials did not develop and manage a comprehensive investment program. From July 1, 2022 through February 29, … Had officials considered alternative legally permissible investment options, the District may have earned $738,137, or …
https://www.osc.ny.gov/local-government/audits/school-district/2024/08/30/hammondsport-central-school-district-investment-program-2024m-63Port Ewen Fire District – Financial Management (2024M-157)
… options may have resulted in greater investment earnings. For example, the District’s investment earnings totaled $968, …
https://www.osc.ny.gov/local-government/audits/fire-district/2025/10/03/port-ewen-fire-district-financial-management-2024m-157Tioga Central School District – Cash Management (2020M-83)
… District officials disagreed with certain aspects of our findings and recommendations, but indicated they have …
https://www.osc.ny.gov/local-government/audits/school-district/2020/11/13/tioga-central-school-district-cash-management-2020m-83Fund's Mission, Values and Investment Philosophy
… people and the highest standards for ethics and investment management. Core values We commit to living these … and capabilities required for the Fund to be a leading investment organization. Perseverance We support each other … satisfaction, and accomplishment from working at the Fund. Investment Philosophy Investment objectives We aim for the …
https://www.osc.ny.gov/common-retirement-fund/funds-mission-values-and-investment-philosophyHamilton Fulton Montgomery Board of Cooperative Educational Services – Investment Program (2023M-116)
… 12-month audit period, BOCES held $7.4 million in money market accounts and earned interest totaling $105,000, and …
https://www.osc.ny.gov/local-government/audits/boces/2023/12/22/hamilton-fulton-montgomery-board-cooperative-educational-services-investmentMarathon Joint Fire District – Investment Program (2023M-76)
… solicit interest rate quotes that may have resulted in higher interest earnings. As a result of our audit, the Board subsequently approved an investment policy in March 2023 and invested $653,000 into an investment fund …
https://www.osc.ny.gov/local-government/audits/fire-district/2023/10/20/marathon-joint-fire-district-investment-program-2023m-76Beekmantown Fire District No. 1 – Investment Program (2025M-69)
… 1 (District) officials develop and manage a comprehensive investment program? Audit Period January 1, 2023 – January … 31, 2025 Understanding the Audit Area A comprehensive investment program helps ensure that officials operate within … improving oversight and accountability. A comprehensive investment program includes a written investment policy that …
https://www.osc.ny.gov/local-government/audits/fire-district/2026/02/13/beekmantown-fire-district-no-1-investment-program-2025m-69Village of Corinth – Investment Program (2023M-146)
… monthly cash flow forecasts to estimate available funds for investment, monitor investments and periodically solicit …
https://www.osc.ny.gov/local-government/audits/village/2024/04/05/village-corinth-investment-program-2023m-146Lansing Fire District – Investment Program (2023M-62)
… not develop and manage a comprehensive investment program. The Board of Fire Commissioners (Board) did not develop and … by New York State General Municipal Law Section 39. The District earned interest totaling approximately $9,000 from the District’s savings account, which had an average daily …
https://www.osc.ny.gov/local-government/audits/fire-district/2023/09/01/lansing-fire-district-investment-program-2023m-6214th Annual Emerging Manager & MWBE Conference
… small and medium-sized businesses affected by hurricanes Maria and Irene. Prior to founding Yorkstone, Mr. Hernandez … small and medium-sized businesses affected by hurricanes Maria and Irene. Prior to founding Yorkstone, Mr. Hernandez … small and medium-sized businesses affected by hurricanes Maria and Irene. Prior to founding Yorkstone, Mr. Hernandez …
https://www.osc.ny.gov/common-retirement-fund/emerging-manager/14-annual-conferencePiseco Common School District – Authorized Investments (2023M-172)
Determine whether Piseco Common School District District officials invested in accordance with statutory requirements
https://www.osc.ny.gov/local-government/audits/school-district/2024/03/15/piseco-common-school-district-authorized-investments-2023m-172DiNapoli Announces $1.2 Billion in New Commitments to State Pension Fund's Emerging Manager Program
… $500 million allocation to Artemis Real Estate Partners for real estate investments, an additional $300 million … to Bank of America Merrill Lynch Capital Access Funds for private equity investments and a $400 million commitment to Leading Edge Investment Advisors for a new small capitalization …
https://www.osc.ny.gov/press/releases/2015/02/dinapoli-announces-12-billion-new-commitments-state-pension-funds-emerging-manager-program