Investment Philosophy and Guidelines Clause Samples

The Investment Philosophy and Guidelines clause defines the principles and rules that govern how investments are selected, managed, and monitored within an agreement. It typically outlines the objectives, risk tolerance, asset allocation strategies, and any restrictions or preferences regarding investment types or sectors. By establishing a clear framework for investment decisions, this clause ensures consistency with the parties' goals and helps prevent misunderstandings or disputes about how funds are to be managed.
Investment Philosophy and Guidelines. This Schedule documents the investment strategies that have been adopted by the Reinsured and the Reinsurer under this Agreement. Assets in the segmented portfolio (or reinsurance trust) will be managed in accordance with the specifications outlined below.
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Related to Investment Philosophy and Guidelines

  • General Guidelines Conduct yourself in a responsible manner at all times in the laboratory.

  • Investment Guidelines In addition to the information to be provided to the Sub-Advisor under Section 2 hereof, the Trust or the Advisor shall supply the Sub-Advisor with such other information as the Sub-Advisor shall reasonably request concerning the Fund’s investment policies, restrictions, limitations, tax position, liquidity requirements and other information useful in managing the Fund’s investments.

  • Stock Ownership Guidelines Executive will comply with all stock ownership and stock retention guidelines or policies established by the Board and the Committee, as in effect from time to time.

  • Hot Weather Guidelines For the purposes of site based discussions regarding the need to plan and perform work during expected periods of hot weather, the following issues shall be considered in conjunction with proper consideration of Occupational Health and Safety issues.

  • Investment Policies The Borrower shall at all times be in compliance in all material respects with its Investment Policies (after giving effect to any Permitted Policy Amendments).