A. Investments of Taxpayer Endowment Trust Fund assets by the Board shall be made in accordance with written policies developed by the Board. The written investment policies shall prioritize:
- 1. Generating long-term investment income for public purposes; and
2. Preserve and protect the Trust Fund's principal while maximizing the Trust Fund's total return;
The written investment policies shall be designed to maximize yield within each class of investment instrument, consistent with the safety of the assets invested.
B.
- 1. Not later than July 1 of each year, the Board shall forward a copy of the written investment policy to the Governor, the Speaker of the Oklahoma House of Representatives, the President Pro Tempore of the Oklahoma State Senate, and the State Treasurer. The State Treasurer shall maintain one copy of the investment policy in the Office of the State Treasurer for public inspection during regular business hours. Copies of any modifications made by the Board to the investment policy shall be forwarded to the Governor, Speaker of the House of Representatives, the President Pro Tempore of the Senate, and the State Treasurer;
- 2. Not later than November 1 of each year, the Board, through the efforts of the State Treasurer, shall publish an annual report on the State Treasurer's website, including the Trust Fund's financial statements, statements of receipts and disbursements related to trust fund assets and investment activities during the period, relevant market value appraisals of assets, comparisons of Trust Fund performance to internal benchmarks, a summary of investment activity during the period, and any other information the Board deems of interest to the public.
Laws 2026, HB 4072, c. 51, § 5.