Videos & Tutorials

Educational resources designed specifically to help public institutions with risk-conscious investing.

More Videos & Tutorials

July 12, 2024

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Managing Portfolio Duration

October 21, 2020

Managing Portfolio Duration

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Market Analysis Outlook

October 30, 2020

Market Analysis Outlook

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Qualified Institutional Buyer (QIB) - Recent Changes & Implications for Public Agency Investment Programs

November 19, 2020

Qualified Institutional Buyer (QIB) - Recent Changes & Implications for Public Agency Investment Programs

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Why Is All This Economic Data Important to Me?

March 31, 2021

Why Is All This Economic Data Important to Me?

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Considerations for Including Social Responsibility into your Investment Program

May 13, 2021

Considerations for Including Social Responsibility into your Investment Program

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Beyond Operating Funds:115 Trust and VEBAs

June 3, 2021

Beyond Operating Funds:115 Trust and VEBAs

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Evaluating Proposals for Investment Advisory Services

June 3, 2021

Evaluating Proposals for Investment Advisory Services

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Florida's Housing Market Highlights, health, and headwinds

June 3, 2021

Florida's Housing Market Highlights, health, and headwinds

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Why Is All This Economic Data Important to Me?

June 3, 2021

Why Is All This Economic Data Important to Me?

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Communicating the Realities of your Investment Report

July 7, 2023

Communicating the Realities of your Investment Report

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