Index Strategy definition

Index Strategy means a method used to determine index credits with specified index or indices and cap, buffer, participation rate, spread, margin or other index crediting elements.
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Index Strategy means a portfolio wherein the Portfolio Manager seeks to approximate, over the long term, the performance of a specific market index.
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Index Strategy means the methodology and rules use to construct, calculate and maintain the Index as published by the Index Sponsor and as may be amended from time to time;
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Examples of Index Strategy in a sentence

  • Point-to-Point Cap Index Strategy is the Strategy that credits interest to the applicable Premium or Reallocation of Accumulation Value based on the Index Change, as defined in Section 5.3, of the Index over the Indexing Period.

  • For assets allocated to an Index Strategy (as defined below), for so long as the Combined Assets (as defined below) are greater than $2 billion, the fee shall be at the annual rate of 0.04% of the average daily net assets of the Account.

  • Victory CEMP Commodity Enhanced Volatility Wtd Index Strategy Fund 10.

  • Index Strategy: An Underlying Fund that seeks to track an index’s performance and does not use defensive strategies or attempt to reduce its exposure to poor performing securities in an index may underperform the overall market.

  • Index Credit means the rate credited to each Premium and Reallocation of Accumulation Value allocated to the Point-to-Point Cap Index Strategy and is based on the performance of the applicable Index as measured over the Indexing Period.

  • Index means an index applicable to the Point-to-Point Cap Index Strategy.

  • Index Strategy: An Underlying Fund that seeks to track the index’s performance and does not use defensive strategies or attempt to reduce its exposure to poor performing securities in the index may underperform the overall market.

  • For assets allocated to an Index Strategy (as defined below), for so long as the Combined Assets (a defined below) are greater than $2 billion, the fee shall be at the annual rate of 0.05% of the average daily net assets of the Account.

  • Subject to the supervision of the Adviser and the Board of Directors of the Fund (the “Board” or “Board of Directors”), the Sub-Adviser shall manage the R▇▇▇▇▇▇ 3000® Index Strategy investment operations and composition of the Fund, including the purchase, retention and disposition thereof, in accordance with the Fund’s investment objective and policies as stated in the Fund’s effective registration statement on Form N-2 (“Registration Statement”).

  • For more information about investment policies, principal investment strategy and associated risks, please see the “US Equity Index Strategy Disclosure Document” (as may be amended, modified, or supplemented from time to time, the “Strategy Disclosure Document”).