SENATE DOCKET, NO. 260        FILED ON: 1/10/2019

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1178

 

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

 

David Paul Linsky

5th Middlesex

1/29/2019

Anne M. Gobi

Worcester, Hampden, Hampshire and Middlesex

1/29/2019

F. Jay Barrows

1st Bristol

1/29/2019

Shaunna L. O'Connell

3rd Bristol

1/31/2019

Bruce E. Tarr

First Essex and Middlesex

2/1/2019

David Allen Robertson

19th Middlesex

2/1/2019

Hannah Kane

11th Worcester

8/13/2019

Carolyn C. Dykema

8th Middlesex

8/13/2019

Danielle W. Gregoire

4th Middlesex

8/13/2019


SENATE DOCKET, NO. 260        FILED ON: 1/10/2019

SENATE  .  .  .  .  .  .  .  .  .  .  .  .  .  .  No. 1178

By Mr. deMacedo, a petition (accompanied by bill, Senate, No. 1178) of Viriato M. deMacedo, David Paul Linsky, Anne M. Gobi, F. Jay Barrows 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. 1123 OF 2017-2018.]

 

The Commonwealth of Massachusetts

 

_______________

In the One Hundred and Ninety-First General Court
(2019-2020)

_______________

 

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 1. Section 54 of chapter 44 of the General Laws, as appearing in the 2016 Official Edition, is hereby amended by inserting the following subtitle: 

“(a) General Rule:”

Section 2. Said section is hereby amended by inserting at the end thereof, the following subsection:-

(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 of Chapter 203C of the General Laws 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.