Investment and Financial Policies

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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 (with exception of the Sustainability Investment Policy Statement, which applies across programs). 


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 a number of its investment policies in Springfield and Chicago newspapers on an annual basis. The policies are also available online:


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