Asset Classes Sample Clauses
The 'Asset Classes' clause defines and categorizes the types of assets that are covered or referenced within an agreement. It typically specifies whether the contract applies to equities, fixed income, derivatives, real estate, or other asset types, and may outline any exclusions or special considerations for certain classes. By clearly identifying which asset classes are included, this clause ensures both parties understand the scope of the agreement and helps prevent disputes over the applicability of terms to specific assets.
Asset Classes. This section of the Policy sets out facts considered generally for each asset class specifically. The overall objective for ▇▇▇▇▇▇▇ ▇▇▇▇▇▇ in assessing each individual asset class is to obtain the best possible result for the client on a consistent basis.
(a) Cash Equities & Equity-like Instruments (such as ETFs, GDRs/ADRs):
Asset Classes. Describe any asset types your organization will NOT finance. ▇▇▇▇▇▇ Capital Corporation will finance all asset classes.
Asset Classes. Focusing on balancing the risk and return of a variety of asset classes, the following asset classes shall be used to diversify the MFM Funds. These asset classes will also include a variety of different investment styles in order to provide additional diversification for the MFM Funds (i.e. growth, value, and core equity, small, mid and large capitalization equities, short and intermediate duration fixed income, etc.). US Equity International Equity Emerging Market Equity Private Equity US Fixed Income Real Assets Hedged Equity Multi-Strategy Hedged Opportunistic Cash The following assets/strategies shall be prohibited as stand-alone strategies within each MFM Fund: Covered or Uncovered Call Strategies Net Short Selling Strategies Commodity Strategies The OCIO, with Committee Approval, is responsible for allocating the MFM Funds among a diversified mix of assets within the maximum/minimum ranges below: Short Term Fund: Asset Minimum Maximum US Equity 10.0% 60.0% International Equity 0.0% 20.0% US Fixed Income 25.0% 90.0% Real Assets 0.0% 15.0% Private Equity 0.0% 5.0% Hedged Strategies 0.0% 30.0% Opportunistic 0.0% 10.0% Cash & Equivalents 0.0% 100.0% Long Term Fund: Asset Minimum Maximum US Equity 15.0% 50.0% International Equity 5.0% 20.0% Emerging Markets Equity 0.0% 10.0% US Fixed Income 10.0% 80.0% Real Assets 0.0% 15.0% Private Equity 0.0% 10.0% Hedged Strategies 0.0% 40.0% Opportunistic 0.0% 10.0% Cash & Equivalents 0.0% 10.0% Working within these ranges, the OCIO, in consultation with the Committee, will determine the allocation it believes is appropriate for each MFM Fund under prevailing market conditions. The allocation of the MFM Funds will be reviewed at least quarterly by the Committee.