Investment Plan. (i) obtain and evaluate pertinent economic, statistical, financial and other information affecting the economy generally and individual companies or industries the securities of which are included in the Fund or are under consideration for inclusion therein;
Investment Plan. In carrying out its obligations to manage the investments and reinvestments of the assets of the Portfolio, the Sub-Adviser shall:
Investment Plan. The Organization shall establish an Investment Plan for the entire endowment and will provide additional material as requested by the Department to assure that prudent arrangements have been implemented and are maintained for the management of the entire endowment. The Endowment Investment Plan, incorporated as Attachment A, approved by the Board of Directors and signed by the President of the Board, shall include but not be limited to the following provisions:
Investment Plan. The Organization shall establish an Investment Plan for the entire endowment and will provide additional material as requested by the Department to assure that prudent arrangements have been implemented and are maintained for the management of the entire endowment. The Endowment Investment Plan, incorporated as Attachment A, approved by the Board of Directors and signed by the President of the Board, shall include but not be limited to the following provisions: Preservation of the $600,000 capital value of each program fund shall be the primary responsibility of the Organization and shall be the primary investment constraint under which it shall manage the program fund; The Organization shall at all times preserve the principal amount of each Cultural Endowment Program Fund and maximize current income through the use of investment quality financial instruments as defined in paragraph 5 and detailed in the attached Investment Plan, Attachment A, submitted by the Organization; The Organization agrees that the market value for each of the Organization's Cultural Endowment Program Funds shall be maintained at no less than $600,000.
Investment Plan. The debtor expressly and irrevocably declares that the money received through this loan will be used solely and exclusively for:
Investment Plan. The Corporation shall pay the Executive the maximum contribution the Corporation would have been required to make on behalf of the Executive to the Corporation’s Canadian Investment Plan in respect of the Severance Period if the Executive had remained fully employed and elected to have the Corporation match his Investment Plan contribution, determined as if the Executive continued to make contributions to the Corporation’s Investment Plan at a rate equal to the contributions actually made by him under the Investment Plan in the last complete calendar year immediately preceding the Date of Termination. This payment will be made in cash, in a lump sum, on the Payment Date.
Investment Plan. (1) The Recipient shall develop and submit to the Province for approval an Investment Plan prior to April 1st of each Funding Year.
Investment Plan. An employee after one (1) year of FRS under this plan and is not eligible to participate in DROP.
Investment Plan a. The Congregation agrees to make its investment plan or strategy available to ELFEC and to inform ELFEC if the plan is revised.
Investment Plan. Setting goals and objectives and having strategies to achieve these is an essential element of becoming financially secure. Once you know what you are aiming to achieve and how you are going to get there, we then need to make sure you have a strong foundation in place to protect you, your family and other investments. A strong foundation needs an estate plan, risk, plan, asset protection plan, taxation plan and debt plan. With the foundations in place we can then work on the strategies to achieve your goals and objectives. It may seem out of order that we have the retirement and succession plan
