Examples of Portfolio Guidelines in a sentence
In addition, the Managed Portfolio will be managed by the Investment Adviser according to and in compliance with this Operating Policy and the Portfolio Guidelines.
Aggregate Portfolio Guidelines The guidelines below will be applied to the overall portfolio and to all eligible investment security types as applicable.
The Manager and the Company acknowledge and agree that, notwithstanding anything to the contrary contained herein, (i) Affiliates of the Manager sponsor and/or manage one or more CIM Funds and may in the future sponsor and/or manage additional CIM Funds, and (ii) to the extent that any CIM Funds have objectives or guidelines that overlap with the Portfolio Guidelines of the Company, in whole or in part, the Manager will allocate such acquisition opportunities in accordance with the Allocation Policy.
Operating Policy and Investment Portfolio Guidelines (for the Pecan-Funded Reserves Trust Account) Pecan Re Inc.
The Advisor and the Company acknowledge and agree that, notwithstanding anything to the contrary contained herein, (i) Affiliates of the Advisor sponsor and/or manage one or more CIM Funds and may in the future sponsor and/or manage additional CIM Funds, and (ii) to the extent that any CIM Funds have objectives or guidelines that overlap with the Portfolio Guidelines of the Company, in whole or in part, the Advisor will allocate such acquisition opportunities in accordance with the Allocation Policy.