Portfolio Guidelines Sample Clauses

Portfolio Guidelines. The Account shall be invested in the following classes of assets.
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Portfolio Guidelines. (1) Portfolio duration must be managed to match projected liability duration, plus or minus 1/2 year.
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Portfolio Guidelines. Min Wtd Avg Portfolio Quality (Notes 1 & 2) Investment Sub-Portfolio Sub-Portfolio Yield Benchmarks Max Duration Sub-Portfolio Concentration Limits Instrument Per Issue (Note 3) Sub-Portfolio Max Name Max Maturity AA-/ Aa3/AA- Enhanced Cash Note 4 N/A MMFs N/A none Up to 100% USTs 1 year Up to 100% USAs 1 year Up to 75% Repos 7 days Up to 50% CDs 1 year 5% or less of sub-portfolio Up to 25% CCP or MCP 1 year Up to 75% Corps 1 year Up to 25% Munis 1 year Up to 100% Short Duration (~1-3 yr maturities) BAML 1-3 Year Treasury Index or Barclays Capital 1 Year Municipal Bond Index 2 years or less USTs N/A none Up to 100% USAs Up to 75% MFs Up to 100% SOVs 5% or less of sub-portfolio Up to 25% MRS Up to 25% ABS Up to 25% Corps Up to 25% Munis Up to 100% Intermediate Duration (~4-7 yr maturities) BAML 1-3 Year Treasury Index or Barclays Capital 5 Year Municipal Bond Index 4 years or less USTs N/A none Up to 100% USAs Up to 75% MFs Up to 100% SOVs 5% or less of sub-portfolio Up to 25% MRS Up to 25% ABS Up to 25% Corps Up to 25% Munis Up to 100%
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Portfolio Guidelines o The portfolio is to generally remain fully invested with a cash position not to exceed 5%. Cash may temporarily go above 5% during brief periods between significant sale and purchase transactions and due to client cash flows. o The portfolio will typically hold 30-50 securities. o Holdings in a single company will typically not exceed 10% of the portfolio's market value. o investments will be allocated among a broad number of countries to ensure adequate diversification of country and/or region-specific risk. o No sector can comprise more than 50% of THE portfolio's market value. o Companies domiciled in emerging markets will not exceed 35% of the portfolios' market value.
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Portfolio Guidelines. I. The benchmark for the account will be the Xxxxxx Brothers Aggregate Bond Index. The duration of the portfolio will be maintained within +/- 50% of that of the index. II. Approved Investments Types and Limitations: 1) Dollar-denominated investment-grade debt - No Limitation 2) Dollar-denominated non-investment-grade debt - 10% of Assets
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Portfolio Guidelines. Section 6
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Portfolio Guidelines 
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Related to Portfolio Guidelines

  • 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.

  • General Guidelines 1. Conduct yourself in a responsible manner at all times in the laboratory.

  • 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.

  • Applicable Guidelines The Sentencing Guidelines to be considered in this case are those in effect at the time of sentencing. The following statements regarding the calculation of the Sentencing Guidelines are based on the Guidelines Manual currently in effect, namely the November 2011 Guidelines Manual.

  • HIV/AIDS Model Workplace Guidelines Grantee will:

  • Underwriting Guidelines A true and correct copy of the Underwriting Guidelines certified by an officer of the Seller.

  • Guidelines The Office of State Procurement adheres to all guidelines set forth by the State and Federal Government concerning The Americans with Disabilities Act (ADA) as well as all mandated fire codes.

  • Ordering Guidelines and Processes 1.14.1 For information regarding Ordering Guidelines and Processes for various Network Elements, Combinations and Other Services, TWTC should refer to the “Guides” section of the AT&T Interconnection Web site. TWTC will be notified of any material changes to such “Guides”.

  • Modifications to the Anti-Corruption Guidelines The modifications to the Anti-Corruption Guidelines are as follows:

  • Sentencing Guidelines Calculations 8. Defendant understands that in imposing sentence the Court will be guided by the United States Sentencing Guidelines. Defendant understands that the Sentencing Guidelines are advisory, not mandatory, but that the Court must consider the Guidelines in determining a reasonable sentence.

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