Investment Allocation Clause Samples
The Investment Allocation clause defines how investment funds are distributed among various parties or projects within an agreement. It typically outlines the proportions or percentages assigned to each recipient, the timing of disbursements, and any conditions that must be met before allocation occurs. This clause ensures transparency and fairness in the distribution of invested capital, preventing disputes and clarifying expectations among stakeholders.
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Investment Allocation. (a) The parties hereto agree that, during the term of this Agreement, (1) until such time as ARC HT has substantially completed its property acquisitions (subject to the concentration exception described in this paragraph of Section 1.1(a)), ARC HT shall have priority over any other ARC Fund to Proposed Property Acquisitions, except as may otherwise be agreed upon between the board of directors of the ARC Funds, and (2) after such time as ARC HT has substantially completed its property acquisitions, if any ARC Fund Advisor determines that one or more Proposed Property Acquisition is appropriate for its ARC Fund, and assuming each ARC Fund has sufficient capital to support such Proposed Property Acquisition, such Proposed Property Acquisition shall be submitted to the board of directors of each ARC Fund for a vote on whether to pursue such Proposed Property Acquisition. If the board of directors of more than one ARC Fund approves to pursue such Proposed Property Acquisition, the acquisition of such properties shall be allocated as set forth immediately below. Notwithstanding the foregoing, any priority to Proposed Property Acquisitions allocated to ARC HT hereby will be lifted in cases in which a proposed acquisition would overly concentrate ARC HT in a particular industry, geographical region or tenant. For purposes of illustration only, assuming ARC HT and ARC ▇▇ ▇▇ elect to pursue the Proposed Property Acquisition in accordance with this Section, and the last property acquired by ARC HT closed on July 1, 2013, and by ARC ▇▇ ▇▇ closed on June 1, 2013, (i) if one property is available, ARC ▇▇ ▇▇ shall be entitled to purchase such property, (ii) if two properties are available, ARC HT and ARC ▇▇ ▇▇ shall each be able to purchase one property, and (iii) if three or more properties are available, ARC ▇▇ ▇▇ shall be entitled to purchase two properties and ARC HT shall purchase the other property. Assuming further that ARC HT and ARC ▇▇ ▇▇ each last purchased a property on May 1, 2013, the ARC Fund with the smallest property portfolio based on gross purchase price shall be entitled to purchase the property. The decision with respect to the specific properties to be acquired by each ARC Fund shall be agreed upon by the ARC Fund Advisors of such ARC Funds.
(b) If any ARC Fund that elects to pursue the Proposed Property Acquisitions in accordance with Section 1.1(a) has sufficient capital to acquire all such proposed properties, the acquisition of such properties ...
Investment Allocation. MassMutual shall determine the value of the General Account Assets. The amount of the General Account Assets will be held in the general investment account of MassMutual and credited with the Holding Account Rate from the Termination Date until disbursed in accordance with Section 5, except as hereinafter provided.
Investment Allocation. For funds of $25,000 or more, you may recommend an investment pool option. Your first $10,000 will remain in cash (also called the Short-Term Pool.) Please refer to the Investment Options sheet for additional information and allocation details. If you need further information, please contact the Donor-Advised Fund Team. My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked As my initial contribution is at least $25,000, I recommend that the assets of my Donor-Advised Fund, above and beyond $10,000, be invested as follows (Please select only one): Values-Aligned Investing: actively-managed investments which score higher on “ESG” factors (environmental, social, governance) Moderate-Term
Investment Allocation. Please visit ▇▇▇▇▇▇▇▇▇▇.▇▇▇/▇▇▇▇▇ for more information on the ▇. ▇▇▇▇ Price mutual funds. You may call a client services representative at ▇-▇▇▇-▇▇▇-▇▇▇▇ for information on which ▇. ▇▇▇▇ Price mutual funds are available under your plan. List the fund(s) in which you want to invest any future contributions. Also write in the percentage of your con- tribution to be allocated to each fund. Contributions must be remitted to ▇. ▇▇▇▇ Price by your employer.
Investment Allocation. Be sure to read the current prospectuses carefully before investing. The maximum annual investment under the law is $2,000, and the minimum investment to open a ▇▇▇▇▇▇▇▇▇ ESA is $2,000. Please make check payable to TIAA-CREF Funds. FUND NAMES AND FUND CODES ARE LISTED IN SECTION 3. FUND NAME FUND CODE CONTRIBUTION FOR CURRENT YEAR This contribution does not exceed the maximum permitted amount as described in the ▇▇▇▇▇▇▇▇▇ ESA Disclosure Statement.
Investment Allocation. For transfers from an existing Traditional ▇▇▇ held by another institution or a direct rollover from a retirement plan, please fill out only the Investment Allocation section on the ▇▇▇ Asset Transfer Form. The minimum investment per fund is $2,000 unless you’re electing to make contributions through the Automatic Investment Plan. (Please complete Sections 5 and 6.) Please enclose a check payable to: TIAA-CREF Funds. Please note: Third-party checks or any check not made payable to TIAA-CREF Funds can be accepted for subsequent purchases only and if $10,000 or less. Cashier’s checks can be accepted if $10,000 or less. All purchases must be in U.S. dollars, and all checks must be drawn on U.S. banks. TIAA-CREF Funds will not accept payment in the following forms: traveler’s checks, money orders, credit card convenience checks, cash, counter checks virtual currency (such as Bitcoin), or starter checks. TIAA-CREF Funds will not accept corporate checks for investment into non-corporate accounts. Payment from a Transfer: (Please complete form A11745 for transfers. Note: A separate transfer form is required for each transfer.) Existing Mutual Fund ▇▇▇ Account Number Existing other TIAA ▇▇▇ Account Transfer from a Non-TIAA Account. (Please include a copy of the current custodian’s statement.) Please check here to set this allocation for future investments unless other instructions are received. RETAIL CLASS FUND NAME (FUND CODE) AMOUNT PERCENT Bond Index (91) $ Core Bond (66)* $ Core Impact Bond (45)* $ Core Plus Bond (96)* $ Emerging Markets Debt (2794) $ Emerging Markets Equity (67) $ Emerging Markets Equity Index (69) $ Equity Index (65) $ Green Bond (2608) $ Growth & Income (64) $ High-Yield (95) $ Inflation-Linked Bond (90) $ International Bond (2957) $ International Equity (61) $ International Opportunities (49) $ Large-Cap Growth (68) $ FUND NAME (FUND CODE) AMOUNT PERCENT % Large-Cap Value (85) $ % % Lifecycle Retirement Income (70) $ % % Lifestyle Aggressive Growth (94) $ % % Lifestyle Conservative (78) $ % % Lifestyle Growth (93) $ % % Lifestyle Income (77) $ % % Lifestyle Moderate (79) $ % % Managed Allocation (99) $ % % Mid-Cap Growth (86) $ % % Mid-Cap Value (87) $ % % Money Market (63) $ % Quant International Small-Cap % Equity (2966) $ % % Quant Small-Cap Equity (88) $ % % Equity (2956) $ % % Real Estate Securities (89) $ % % Bond (2609) $ %
Investment Allocation. For funds of $25,000 or more, you may select your investment pool option. Your first $10,000 will remain in cash. Please refer to the documents regarding investment pools for additional information and allocation details. If you need further information, please contact the Donor Advised Team. qAs my initial contribution exceeds $25,000, I recommend that the assets of my Donor Advised Fund be invested as follows: Please select one (1) pool below. If you do not specify the investment pool, the fund will be allocated to the Money Market. You may recommend an investment at any time. qFixed Income Percent or Dollars: 100% Fixed Income Designed for donors seeking: Fund values that are relatively stable Steady long-term income To make grants for a period of two years or more qConservative Growth Percent or Dollars: 70% Fixed Income/30% Equities Designed for donors seeking: Moderate stability Some appetite for risk To make grants for a period of four years or more qModerate Growth, Passive* Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qModerate Growth, Active Percent or Dollars: 40% Fixed Income/60% Equities Designed for donors seeking: Exposure to the market with a moderate level of risk Optimized growth for long-term philanthropic capital To make grants for a period of seven years or more qEndowment Proxy Pool** Percent or Dollars: 23% Fixed Income/62% Equities/15% Hedge Designed for donors seeking: Maximized capital appreciation with exposure to alternative investments Benefits from long-term opportunities realized for a patient investment strategy To make grants for a period of seven years or more q My initial contribution does not exceed $25,000 and/or I have chosen not to make an investment recommendation at this time, but I understand that I may make an investment recommendation at any point in the future via the Investment Selection Form.† †Default if no box is checked
Investment Allocation. I direct that my contribution be allocated in the following manner: TIAA-CREF 403b (A094) $ $ TIAA-CREF 457b (A354) $ $ VALIC 403b (A025) $ $ VALIC 457b (A352) $ $ KY Deferred Comp 401k(A313) $ $ KY Deferred Comp 457b(A012) $ $ K.E.S.P.T. (M097) $ $ ING 403b (A028) $ $ ING 457b (A353) $ $ Changes Only – No New Participants Equitable (A114) $ $ Metropolitan (V006) $ $ ING (A139) $ $ Transamerica (V075) $ $ Lincoln National (AO20) $ $ First Investors (A040) $ $ US Bank Corp. (A097) $ $
Investment Allocation. As established in the Plan, the Employer has established a Deferred Compensation Account, to which the Participant's compensation Deferral will be credited. The Deferred Compensation Account will be credited with earnings (and losses) based upon the investment returns and expense Deferrals (or enhancements) of the following indices. Participant must specify one or more of the following indices. The indices selected must be in whole percentages with a minimum of 5% per index and total 100%. IF INCOMPLETE, THE FUNDS WILL AUTOMATICALLY DEFAULT TO 100% MONEY MARKET ACCOUNT. -------------------------------------------- ----------------
Investment Allocation. Affiliated Funds* Non-affiliated Funds** Custodian Acceptance Signatures: Checklist of Items for Your IRA Transfer Saturna Capital