We offer comprehensive training about the foundations of a municipal investment strategy. This training is available in a module-based format online and as a day-long training in person on select dates and locations. Topics covered include:
Investment Basics
- Understanding the Legal List and the Prudent Investor Standard
- Developing an Investment Policy and Plan for Your Municipality
- ONE Investment offerings
ONE Investment also works with AMO in providing investment training opportunities for councillors.
Investments 101 - The Foundation for a Municipal Investment Strategy
Registration for online training available in Spring 2020
In-person 2019 fall workshops will be held at the following locations.
To register, download the registration form.
October 3, 2019
London – Best Western Lamplighter Inn (591 Wellington Road South, London ON N6C 4R3)
October 11, 2019
Orillia – Quality Inn & Conference Centre (201 Woodside Drive, Orillia, ON L3V 6T4)
November 1, 2019
Peterborough – Lions Banquet Hall & Meeting Centre (347 Burnham Street, Peterborough, ON K9H 1T5)
November 8, 2019
Brockville – Holiday Inn Express & Suites (7815 Kent Boulevard, Brockville, ON K6V 6N7)
The course offered through ONE Investment includes updated information to help municipal staff develop an understanding of the fundamentals of investing. The course will also outline how ONE Investment provides municipalities with access to the prudent investor standard for those interested in accessing the greater investment powers.
You will learn the following:
- Review and commentary of the Municipal Act investment regulation
- Discussion of current municipal finance issues & legislative changes
- Overview of investment options available to the sector
- Investment risk management principles
- Investments and their link to your evolving asset management plan
- Strategies for cash-flow forecasting
- Overview of the ONE Investment
- S. 418 Prescribed Investments
- S. 418.1 Prudent Investor