Security Selection Sample Clauses

The Security Selection clause defines the process and criteria by which investments or assets are chosen for inclusion in a portfolio or fund. Typically, this clause outlines the methods, guidelines, or restrictions that the investment manager must follow when selecting securities, such as focusing on certain asset classes, industries, or risk profiles. By establishing clear parameters for security selection, this clause ensures that investment decisions align with the agreed-upon strategy and risk tolerance, thereby providing transparency and consistency in portfolio management.
Security Selection. NDR begins the security selection process by identifying current market themes that its strategists believe may outperform the broader market over the term of the trust. These themes are picked by NDR macroeconomic and equity strategists from a larger pool of NDR strategists' themes. The themes selected by NDR for this trust are: [NDR to provide themes for this trust under a separate cover.] NDR then employs multiple processes designed to select specific securities that it believes will benefit more than other securities if one or more of the investment themes play out as predicted. NDR's primary method of identifying the relevant securities to represent the theme(s) is by using the industry classification of the individual securities. Since most stocks can be classified by the industry in which they operate, NDR aligns the theme with the relevant industry(s). This selection is made by both qualitative (categorization) and quantitative (correlations of securities with industry(s)) criteria. The sectors/industries that NDR believes may benefit from the investment themes are: [NDR to provide sectors for this trust under a separate cover.] Once the favored industries have been identified, NDR reduces the broader universe down to the final recommended 40 securities using the criteria below. NDR analysts utilize fundamental, technical, and/or macroeconomic factors to rank the filtered securities. o Fundamental factors pertain to the economics of the specific business and are typically drawn from the financial statements (i.e., income statement, balance sheet, etc.). Some common factors are, but are not limited to, earnings growth, dividend payout ratio and debt/equity ratio. o Technical factors pertain to the trading of the security in the capital markets. Technical factors are used to evaluate the supply and demand for the security. Some common factors are, but are not limited to, price momentum, mean reversion or level of volume of shares traded.
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Security Selection. NDR begins the security selection process by identifying current market themes that its strategists believe may outperform the broader market over the term of the trust. These themes are picked by NDR macroeconomic and equity strategists from a larger pool of NDR strategists' themes. NDR then employs multiple processes designed to select specific securities that it believes will benefit more than other securities if one or more of the investment themes play out as predicted. NDR's primary method of identifying the relevant securities to represent the theme(s) is by using the industry classification of the individual securities. Since most stocks can be classified by the industry in which they operate, NDR aligns the theme with the relevant industry(s). This selection is made by both qualitative (categorization) and quantitative (correlations of securities with industry(s)) criteria. The sectors/industries that NDR believes may benefit from the investment themes are: o Financials sector, which may experience improved interest margins and an expanded demand for loans in a rising interest rate environment. o Industrials and materials sectors, which may benefit from the proposed federal government policies of increasing spending on infrastructure, deregulation and tax incentives. o Consumer discretionary sector, which may benefit from increased spending by millennials. o Energy sector, which may be well positioned to benefit from global growth and a bull market in oil. Once the favored industries have been identified, NDR reduces the broader universe down to the final recommended 40 securities using the criteria below. NDR analysts utilize fundamental, technical, and/or macroeconomic factors to rank the filtered securities. o Fundamental factors pertain to the economics of the specific business and are typically drawn from the financial statements (i.e., income statement, balance sheet, etc.). Some common factors are, but are not limited to, earnings growth, dividend payout ratio and debt/equity ratio. o Technical factors pertain to the trading of the security in the capital markets. Technical factors are used to evaluate the supply and demand for the security. Some common factors are, but are not limited to, price momentum, mean reversion or level of volume of shares traded.
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Security Selection. Every potential company is evaluated using a quality assessment supported by a team- based approach and peer review process. The quality assessment covers each of the following five key factors: 1) the durability of the business model, 2) the attractiveness of the industry, 3) the strength of financials, 4) the capability of management, and 5) the most financially material environmental, social and governance (“ESG”) factors impacting a company. Examples of ESG factors considered include, but are not limited to, carbon emissions, climate risks, labor management, employee safety and corporate governance. The specific factors considered may vary depending on the type of company being evaluated. When selecting portfolio securities to suggest to the sponsor, abrdn seeks to understand what is changing in companies, industries and markets but is not being priced into the market or is being mispriced. Through fundamental research, supported by a global research presence and proprietary tools, abrdn seeks to identify companies whose quality is not yet fully recognized by the market.
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Security Selection. Every potential company is evaluated using a quality assessment supported by a team- based approach and peer review process. The quality assessment covers each of the following five key factors: 1) the durability of the business model, 2) the attractiveness of the industry, 3) the strength of financials, 4) the capability of management, and 5) the most financially material environmental, social and governance (“ESG”) factors impacting a company. Examples of ESG factors considered include, but are not limited to, carbon emissions, climate risks, labor management, employee safety and corporate governance. The specific factors considered may vary depending on the type of company being evaluated. As ESG information is just one investment consideration, ESG considerations generally are not solely determinative in any investment decision made by the Adviser.
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Security Selection abrdn uses a fundamental, bottom-up equity investment process, which is based on first-hand research and disciplined company evaluation. Securities are identified for their long-term, fundamental value. The stock selection process contains two filters, first quality and then price. The quality filter determines whether the company has good growth prospects and a balance sheet that supports expansion. Additionally, long-term value is evaluated by examining a spectrum of considerations such as governance and risk management, including those risks often referred to as environmental, social and governance (“ESG”) factors. ESG analysis is fully integrated into investment decisions for all equity holdings. As such, although ESG investing is not a principal strategy of the trust, ESG factors are considered and evaluated as part of the investment analysis process and this analysis forms an integral component of the quality rating for all companies. In the price filter, the value of a company is assessed by reference to financial ratios. Based upon the financial ratios, an estimate of the value of the company relative to its market price and the valuations of other potential investments is calculated.
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Security Selection. The trust’s portfolio is constructed by the sponsor, with the assistance of Aberdeen, using the methodology described below:
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Related to Security Selection

  • Security Service Tenant acknowledges and agrees that, while Landlord may patrol the Project, Landlord is not providing any security services with respect to the Premises and that Landlord shall not be liable to Tenant for, and Tenant waives any claim against Landlord with respect to, any loss by theft or any other damage suffered or incurred by Tenant in connection with any unauthorized entry into the Premises or any other breach of security with respect to the Premises.

  • Panel Selection 1. The Parties shall apply the following procedures in selecting a Panel: (a) the Panel shall comprise 3 members; (b) within 15 days following the date of the establishment of the Panel, each Party shall nominate a Panelist; (c) the Parties shall endeavor 2. If a Panelist appointed under this Article resigns or becomes unable to act, a successor Panelist shall be appointed within 30 days in accordance with the selection procedure as prescribed for the appointment of the original Panelist and the successor shall have all the powers and duties of the original Panelist. The work of the Panel shall be suspended during the appointment of the successor Panelist.

  • Security System The site and the Work area may be protected by limited access security systems. An initial access code number will be issued to the Contractor by the County. Thereafter, all costs for changing the access code due to changes in personnel or required substitution of contracts shall be paid by the Contractor and may be deducted from payments due or to become due to the Contractor. Furthermore, any alarms originating from the Contractor’s operations shall also be paid by the Contractor and may be deducted from payments due or to become due to the Contractor.

  • Shift Selection Employee assignments within the Patrol Bureau will occur between approximately April 1-15 and shall be awarded based upon seniority. Approximately three (3) months before then the Department will publish a call for written requests on shift assignment. Employees will make their first three (3) choices known. Employees will learn of the assignment, including days off associated with their assignment, immediately after the bidding process is completed. Assignments will take effect on the schedule immediately following July 1st. Residence Hall assignments will be made prior to all others. No officer will be required to work a Residence Hall assignment in consecutive years. Assignment of the remaining officers will begin with selection(s) for day and night shifts. The bid for assignments will continue until all positions are filled. The following general rules apply to assignments: 1. During the term of this Agreement, no employee will be reassigned to a different shift other than the shift awarded by seniority except in situations where the University cannot continue to provide police services. In the event a shift reassignment must occur, it will be offered to volunteers based on seniority. If there are no volunteers it will be assigned to the least senior officer in the department. 2. Shift selection shall be an appropriate subject for the Joint Labor/Management Committee. 3. If a shift becomes available as a result of trainees being released for duty, and if there is at least four (4) months until the next shift change, the shift will be posted and awarded by seniority. The new trainee released for duty will take the senior officers shift. If no employee desires the shift, the trainee scheduled for assignment will be assigned that shift. The parties recognize that for the betterment of the Department it may be necessary to assign a trainee to a specific shift. 4. Voluntary shift trades will be allowed as long as overtime costs are not incurred. 5. Except in a bona fide emergency, no employee shall be assigned to work more than sixteen (16) hours in a twenty-four (24) hour period, provided however employees may volunteer to work up to eighteen (18) hours in a twenty-four (24) hour period.

  • Mortgagor Selection No Mortgagor was encouraged or required to select a Mortgage Loan product offered by the Originator which is a higher cost product designed for less creditworthy mortgagors, unless at the time of the Mortgage Loan's origination, such Mortgagor did not qualify taking into account credit history and debt-to-income ratios for a lower-cost credit product then offered by the Originator or any Affiliate of the Originator. If, at the time of loan application, the Mortgagor may have qualified for a lower-cost credit product then offered by any mortgage lending Affiliate of the Originator, the Originator referred the related Mortgagor's application to such Affiliate for underwriting consideration;