Investment Duties. Subject to the supervision of the Fund’s Board of Directors (the “Board”), the Manager will provide a continuous investment program for the Fund and will determine from time to time what securities and other investments will be purchased, retained or sold by the Fund. Subject to investment policies and guidelines established by the Board, the Manager will identify, evaluate, structure and close the investments to be made by the Fund, arrange debt financing for the Fund, provide portfolio management and servicing of loans held in the Fund’s portfolio, and administer the Fund’s day-to-day affairs.
Investment Duties. Subject to the supervision of the Fund’s Board of Directors (the “Board”), the Manager will provide a continuous investment program for the Fund and will determine from time to time what securities and other investments will be purchased, retained or sold by the Fund. Subject to investment policies and guidelines established by the Board, the Manager will identify, evaluate, structure and close the investments to be made by the Fund, provide portfolio management and servicing of loans held in the Fund’s portfolio, and administer the Fund’s day-to-day affairs. The Manager will also arrange and recommend debt financing for the Fund, provided that no such debt may be incurred without the prior approval of the Board.
Investment Duties. Subject to the supervision of the Company's board of directors (the "Board of Directors"), the Adviser will provide a continuous investment program for the Company and will determine from time to time what securities and other investments will be purchased, retained, or sold by the Company. Subject to investment policies and guidelines established by the Board of Directors, the Adviser will identify, evaluate, and structure the investments to be made by the Company, arrange debt financing for the Company, provide portfolio management and servicing of securities held in the Company's portfolio, and administer the Company's day-to-day affairs.
Investment Duties. Subject to the supervision of the Fund’s Board of Directors (the “Board”), the Manager will provide a continuous investment program for the Fund and will determine from time to time what securities and other investments will be purchased, retained or sold by the Fund. Subject to investment policies and guidelines established by the Board, the Manager will identify, evaluate, structure and close the investments to be made by the Fund, provide portfolio management and servicing of loans held in the Fund’s portfolio, and administer the Fund’s day-to-day affairs. The Manager will also arrange and recommend debt financing for the Fund, subject to the provisions of the 1940 Act, provided that no such debt may be incurred without the prior approval of the Board.
Investment Duties. Section 6.5
Investment Duties. Subject to the funding policy for the Plan as communicated to the Trustee in writing by the Employer, the Trustee shall, except to the extent it deems it expedient (pending investment of Plan Assets or pending payment of current expenses or benefits of the Plan) to keep Plan Assets temporarily uninvested and in cash, invest and reinvest the principal and income of the Plan Assets and keep the Plan Assets invested, without being restricted to securities or property of the character authorized for investments by trustees under the laws of any state, district or territory, in such securities and/or in such property, real or personal, tangible or intangible, or part interest therein, wherever situate, whether or not productive of income, or consisting of wasting assets, as the Trustee shall deem advisable. The Employer shall establish and communicate to the Trustee, a funding policy which shall be consistent with the objectives of the Plan, ERISA, and other applicable legal requirements and which shall identify the Plan's short-run and long-run financial needs with respect to liquidity and growth, as the same may change from time to time.
Investment Duties. (a) The Firm shall analyze the Portfolio and provide continuous review thereof, together with all alterations thereto, as is appropriate for the purpose of investment of the Portfolio. The Firm shall evaluate such information relating to the economy, industries, businesses, securities markets and securities and consult such sub- advisors as it may deem necessary or useful in the rendering of its services hereunder.
Investment Duties. Provide investment services, insights, and perspectives on investment due diligence, investment selection and replacement, and benchmarking among other investment duties;
Investment Duties. (a) Xxxxxx Investments, LLC shall promptly analyze the portfolio and provide continuous review thereof, together with all additions, substitutions, and alterations thereto, as is appropriate for the purpose of investment of the portfolio. Xxxxxx Investments, LLC shall evaluate such information relating to the economy, industries, businesses, securities markets and securities and consult such other advisors as it may deem necessary or useful in the rendering of its services hereunder. While Xxxxxx Investments, LLC believes such information is accurate, it does not guarantee the accuracy thereof.
Investment Duties. PDM Investment Services shall promptly analyze the Portfolio and provide continuous review thereof, together with all additions, substitutions, and alterations thereto, as is appropriate for the purpose of investments of the Portfolio. PDM Investment Services shall evaluate such information relating to the economy, industries, businesses, securities markets and securities and consult such sub-advisors as it may deem necessary or useful in the rendering of its services hereunder. While PDM Investment Services believes such information is accurate, it does not guarantee the accuracy thereof. Our tactical model sets up our stock, bond and cash allocation of the portfolio around the base allocation of your defined risk level. The stock allocation may be raised above the base by up to 30% when our tactical model shows a strong market environment and lowered from the base by up to 30% in a weak market environment. Our Focused Growth Investor Newsletter notifies clients each month of tactical allocation recommendations. Our asset allocation model sets up our sector and asset allocation and is reviewed each month. Our stock and mutual fund rating systems tell us the best stocks and mutual funds to invest in. For portfolio optimization, PDM Investment Services shall promptly analyze your portfolio options and design a new optimal asset allocation for your portfolio to meet your goals, risk tolerance and time horizon.
