Investment and Financial Polices

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The Illinois State Treasurer’s Office is responsible for the creation, revision, implementation, and publication of various investment policies, each relevant to a particular investment program under the purview of the Treasurer. 

 

These policies reflect statutory requirements as well as the policy and programmatic objectives of the Treasurer’s Office.  As such, they provide an appropriate set of guidelines and procedures for the operation of state investment programs with regard to investment objectives, investment parameters, administrative responsibilities, contractual needs, and reporting requirements. 

 

Investment policies are revisited regularly to ensure relevance and alignment with policy goals and statutory requirements.  Furthermore, the Treasurer's Office is required to publish its investment policies in Springfield and Chicago newspapers on an annual basis. The policies are also available online:

 

State Portfolio

State Agency

Illinois Funds Money Market Fund

Bright Start

Bright Directions


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