Investment Process Sample Clauses

Investment Process. The Advisor shall make timely recommendations to the Trustee as to how the Trustee should invest and reinvest the assets of the Subaccount and, in that connection, may recommend that the Trustee purchase, sell or otherwise invest the assets of the Subaccount on the terms and conditions recommended by the Advisor in a manner consistent with the provisions of this Agreement. The manner and procedures for effecting any such purchases, sales or investments are set forth in Subsection 4(c) below. From time to time at the request of the Trustee, the Advisor shall consult with the Trustee on a timely basis with respect to any recommendation made by the Advisor or otherwise with respect to the investment of the assets of the Subaccount.
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Investment Process. Subject to the Trustee’s authority for making investments, the Advisor shall invest the assets of the Subaccount in a manner consistent with the provisions of this Agreement and the Investment Guidelines. The manner and procedures for effecting any purchases, sales or investments for the Subaccount are set forth in Subsection 4(c) below.
Investment Process. The Advisor acknowledges that the Sub-Advisor uses a multi-factor model in a quantitative process that undergoes constant review for possible enhancement or modification. Sub-Advisor agrees that the investment process shall retain the same growth equity investment style.
Investment Process. Winton follows a discxxxxxxd investment process that is based on scientific analysis of past data. The initial stage of the process involves collecting, cleaning and organizing large amounts of data. Winton uses a wide vaxxxxx of data inputs including factors that are intrinsic to markets, such as price, volume and open interest; and those that are external to markets, such as economic statistics, industrial and commodity data and public company financial data. Winton conducts scienxxxxx research into the data in an attempt to quantify the probability of particular markets rising or falling, conditional on a variety of quantifiable factors. Winton’s research is xxxx xx develop mathematical models that attempt to forecast market returns, the variability or volatility associated with such returns (often described as “risk”), correlation between markets and transaction costs. These forecasts are used in investment strategies that determine what positions should be held to maximize profit within a certain range of risk. Generally, if rising prices are forecast, a long position will be established or maintained and if falling prices are forecast, a short position will be established or maintained. As a result of Winton’s research, Wixxxx xxxieves that xxx xxvestments made in accordance with this process will have a slightly better than even chance of being successful which creates an expectation of profits over the long-term. Historically, Winton’s research focxxxx xx developing trend-following strategies that invest in futures contracts (based on data that is intrinsic to markets). However, in recent years, Winton has increased xxx xxe of non-trend-following strategies (generally based on data that is external to markets). Winton’s investment sxxxxxxxxs are operated as an automated, computer-based system. This investment system is modified over time as Winton monitors its oxxxxxxon and undertakes further research. Changes to the system occur as a result of, amongst other things, the discovery of new relationships, changes in market liquidity, the availability of new data or the reinterpretation of existing data. Most of Winton’s investments xxx xxxx strictly in accordance with the output of the system. However, Winton may, on occasixx (xxch as the occurrence of exceptional events that fall outside the parameters of the research on which the system is based), make investment decisions based on other factors and take action to override the output of the system t...
Investment Process. Each of the Purchasers has independently evaluated its investment decision, followed its own investment procedures, and conducted diligence and received information it needs for an informed decision. Each Purchaser has access to and has reviewed, to the extent such Purchaser, so desires, the Company’s filings with the Securities and Exchange Commission (the “SEC”), which filings are available at the SEC’s website (xxxxx://xxx.xxx.xxx).
Investment Process. Subject to the Trustee’s authority for making investments, the Advisor shall invest the assets of the Subaccount in a manner consistent with the provisions of this Agreement and the Investment Guidelines. The manner and procedures for effecting any purchases, sales or investments for the Subaccount are set forth in Subsection 4(c) below. In-Kind Securities will be transferred into the Account in accordance with Appendix B, and Appendix B is hereby incorporated into this Agreement. The Advisor may delegate Subaccount management and administrative duties to its affiliates and may share such information as necessary to accomplish these purposes. Additionally, the Advisor will have the ability to delegate back office services to State Street Investment Manager Solutions, LLC. In all cases, the Advisor shall remain liable as if such services were provided directly. No additional fees shall be imposed for such services except as otherwise agreed.
Investment Process. Each Investor has independently evaluated their investment decision; followed their own investment procedures; conducted diligence and received information they need for an informed decision.
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Investment Process. 9 4.1 Sourcing of Opportunities....................................... 9 4.2 Assessment and Evaluation....................................... 9 4.3
Investment Process. 4.1 Sourcing of Opportunities The Shareholders agree that, in keeping with the provisions of Section 9.1, Opportunities are to be sourced from and identified by both of them and Xx. Xxxxxxxxx Xxxxxxx, it being understood that by reason of his expertise and experience and the broad base of his contacts in and knowledge of the fields identified in the first recital hereof, Xx. Xxxxxxxxx Xxxxxxx will be the principal source of Opportunities.
Investment Process. The investment process will include a pre-screening meeting between the SLR Managers and the Sunstone Managers which will occur as needed upon reasonable advance notice by the SLR Managers to the Sunstone Managers to review potential investment opportunities. The Sunstone Managers shall be provided and have reasonable access to all diligence and other materials available to the SLR Managers relating to any potential investment opportunities and any other information concerning the potential Investments that the Sunstone Managers may reasonably request including but not limited to information about the anticipated tax consequences of the Investment. Each potential Investment may only be consummated by the Company upon receipt of Manager Approval. The Sunstone Managers will use commercially reasonable efforts to cooperate with the SLR Managers to consummate any such potential Investments that receive Manager Approval.
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