SENATE DOCKET, NO. 482        FILED ON: 1/17/2017

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1123

 

The Commonwealth of Massachusetts

_________________

PRESENTED BY:

Viriato M. deMacedo

_________________

To the Honorable Senate and House of Representatives of the Commonwealth of Massachusetts in General
Court assembled:

The undersigned legislators and/or citizens respectfully petition for the adoption of the accompanying bill:

An Act authorizing municipal use of the prudent investor standards.

_______________

PETITION OF:

 

Name:

District/Address:

 

Viriato M. deMacedo

Plymouth and Barnstable

 

Donald F. Humason, Jr.

Second Hampden and Hampshire

1/31/2017

Brendan P. Crighton

Third Essex

1/31/2017

Richard J. Ross

Norfolk, Bristol and Middlesex

1/31/2017

Susan Williams Gifford

2nd Plymouth

1/31/2017

Bradley H. Jones, Jr.

20th Middlesex

2/2/2017

Thomas J. Calter

12th Plymouth

2/2/2017

James B. Eldridge

Middlesex and Worcester

2/3/2017

Brian M. Ashe

2nd Hampden

2/3/2017

James M. Cantwell

4th Plymouth

2/7/2017

Bruce E. Tarr

First Essex and Middlesex

3/3/2017

Brian Murray

10th Worcester

3/3/2017

Shaunna L. O'Connell

3rd Bristol

9/5/2017

Elizabeth A. Poirier

14th Bristol

9/5/2017


SENATE DOCKET, NO. 482        FILED ON: 1/17/2017

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1123

By Mr. deMacedo, a petition (accompanied by bill, Senate, No. 1123) of Viriato M. deMacedo, Donald F. Humason, Jr., Brendan P. Crighton, Richard J. Ross and other members of the General Court for legislation to authorize municipal use of the prudent investor standards.  Municipalities and Regional Government.

 

[SIMILAR MATTER FILED IN PREVIOUS SESSION
SEE SENATE, NO. 1063 OF 2015-2016.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninetieth General Court
(2017-2018)

_______________

 

An Act authorizing municipal use of the prudent investor standards.

 

Be it enacted by the Senate and House of Representatives in General Court assembled, and by the authority of the same, as follows:
 

Section 54 of chapter 44 of the General Laws, as appearing in the 2012 Official Edition, is hereby amended as follows: 

The current text of General Laws Chapter 44, Section 54, shall be subtitled “(a) General Rule:” and the following paragraph shall be added to said section 54 as follows: 

(b) Prudent Investor Rule 

This paragraph shall take effect in any city, town or district upon acceptance in accordance with the provisions of General Laws Chapter 4, Section 4. Upon acceptance of this paragraph any city, town, or district may manage trust funds held in its custody as a combined investment pool and may invest said funds in accordance with the provisions of the Massachusetts Prudent Investor Act (General Laws Chapter 203C) and not in accordance with paragraph (a) of this section.  If any provision of this paragraph conflicts with the terms of a bequest, trust or other instrument that expresses the clear intent of the donor, then such funds may be managed and invested only in accordance with the terms of such bequest, trust or other instrument.