Rates to Returns: Key Considerations for Managing Council Investment Funds

2025-07-09

Brett Moffat CFA, CAIA

Senior Investment Consultant

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With close to $3 billion in financial assets now being invested by local government authorities on behalf of ratepayers, it is becoming increasingly important that these funds are seen to be prudently managed.

In this report, we delve into the council investment fund sector and discuss how to successfully achieve the objective of providing resilient funding of council services for current and future ratepayers.

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