Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust’s investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust’s investments.
Investment Policy Statement means the investment policy statement we agree with you, in writing, in relation to the provision of our Discretionary Investment Management Service;
Investment Policy Statement or “IPS” shall mean the document setting forth the goals and objectives, and the management guidelines applicable to the Trust’s investment portfolios. Each IPS shall create the framework for an appropriately diversified asset mix that can be expected to generate acceptable returns at a level of risk suitable to the Trust. Each IPS shall be approved by the Board after consultation with the Investment Advisor prior to signature by the Investment Officer.
Examples of Investment Policy Statement in a sentence
At least annually, review and, if appropriate, recommend to the Board changes to the Investment Policy Statement.
A motion by Schlindwein to approve and adopt the revised Investment Policy Statement as amended, second by Fagan.
The average duration of the system’s debt portfolios in years is also listed in the table below:Per section 5.4(6) of the System’s Investment Policy Statement, no more than 5 percent of an investment manager’s fixed income portfolio may be invested in Type of InvestmentFair Value 6 DEPOSITS AND INVESTMENTS CONTINUEDbelow investment grade rated securities (BB or B rated bonds).
Monies contributed to this fund shall be invested in accordance with GVR's Investment Policy Statement.
Obligations of agencies of the government of the United States, provided such obligations have been included in and authorized by the Florida Retirement System Defined Benefit Plan Investment Policy Statement established in Section215.475, Florida Statutes.
More Definitions of Investment Policy Statement
Investment Policy Statement means the Bright Directions Investment Policy Statement adopted by the Treasurer pursuant to the Program Management Agreement which sets forth the policies, objectives, and guidelines that govern the investment of Contributions in the Program. The Treasurer may amend the Investment Policy Statement from time to time in accordance with the Program Management Agreement. Legal Incompetency means (a) the person has a court-appointed guardian or conservator for the person’s estate or (b) a physician who is attending to the care of the person and who has examined the person within the past sixty (60) days certifies in writing that the person is unable to prudently manage financial affairs. Maximum Account Balance is the threshold after which additional Contributions to an Account cannot be made. The Maximum Account Balance is currently $450,000 and is applied against the aggregate value of all Program Accounts for the Beneficiary and all accounts for the same Beneficiary under other Illinois Section 529 Programs. The Treasurer periodically reviews and adjusts the Maximum Account Balance to comply with the requirement under Code Section 529 that a program prevent contributions in excess of those necessary to provide for the qualified higher education expenses of the beneficiary. Member of the Family, as defined in Section 529 of the Code, means an individual who is related to the Beneficiary in any of the following ways: • A son, daughter, xxxxxxxxx, xxxxxx child, adopted child, or a descendant of any of them; • A brother, sister, stepbrother, or stepsister; • The father or mother, or an ancestor of either; • A stepfather or stepmother; • A son or daughter of a brother or sister; • A brother or sister of the father or mother; • A son-in-law, daughter-in-law, father-in-law, mother- in-law, brother-in-law, or sister-in-law; • The spouse of the Beneficiary or the spouse of any of the foregoing individuals; or • A first cousin of the Beneficiary. For purposes of determining who is a Member of the Family, a legally adopted child of an individual is treated as the child of such individual by blood. The terms brother and sister include a brother or sister by the half-blood. Nonqualified Withdrawal under Code Section 529 means a distribution that may be subject to income tax, and sometimes an additional penalty tax, on the Earnings Portion of the distribution. See “Federal Nonqualified Withdrawal.” The term “Nonqualified Withdrawal” is also used under Illinois law for a ...
Investment Policy Statement means the policy statement of the Investment Committee which will provide the framework for the fund administration and investment management of the Fund by the Investment Committee;
Investment Policy Statement means the Statement of Portfolio Investment Policy to be established for the Program by CalABLE, as such Policy Statement may be revised by CalABLE from time to time, and included as Appendix 2 to this Agreement.
Investment Policy Statement means the investment guidelines and investment policy that you may amend or supplement from time to time with the written acknowledgment of FNB Stockbroking and Portfolio Management (SPM). This may either be contained in the Client Application Form or be a stand- alone document;
Investment Policy Statement means a document which, at least: -
Investment Policy Statement means the investment guidelines for the Trust Fund, as approved by the Retirement Board of Authority, and as such Investment Policy Statement may be amended from time to time. The Investment Policy Statement shall establish the investment guidelines and authority related to the investment of Trust assets by the Investment Manager, subject to the terms of the Trust.
Investment Policy Statement. (IPS) shall mean a written statement that establishes the Futuris Public Entity Investment Trust's investment related policies, goals, objectives and criteria for evaluating investment performance that are critical for the successful management of the Trust's investments.