Documents/BPD/1: Financing/1.7: Agency Investment Management

1.7: Agency Investment Management

Enable government agency customers to more effectively manage their investments.

Other Information:

ENABLE GOVERNMENT AGENCY CUSTOMERS TO MORE EFFECTIVELY MANAGE THEIR INVESTMENTS. Our objective is to provide our customers with the assistance they need to manage their investments as effectively and efficiently as possible. One of the ways this will be accomplished is through education. We'll conduct periodic seminars to inform customers about issues relevant to their investments and to ensure they understand the rules and policies that apply to these investments. We'll enhance our orientation for new customers to enable them to take full advantage of our systems and services. More extensive reporting capabilities will be made available to our customers, which will give them the ability, for example, to create customized reports that better meet their needs. When Treasury introduces new instruments or changes to existing instruments available for federal agency investment, we will assist our customer agencies in understanding these changes and the implications for their investment operations. As new legislation is enacted or business processes change, we'll support federal agencies' implementation of these modifications. For example, we'll work with our customers to implement Treasury's major initiative to improve and streamline government-wide accounting through the capture of all necessary financial information at the first point of reporting. When legislation establishing investment authority for a new fund is vague or inconsistent, we and our affected customers experience significant operational challenges in trying to implement this new authority. We'll support Treasury's initiative to standardize legislation for all new investment funds by actively promoting Treasury's preferred language to drafters of proposed investment legislation. Together, these initiatives will enable our customers to optimize the management of their investments.

Stakeholder(s):

  • Government Agencies

  • Government Agency Investment Services Program

Indicator(s):