Investment Objectives and Limitations Sample Clauses

Investment Objectives and Limitations. Client agrees to provide Chelsea with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Chelsea will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Chelsea, all data and information that Chelsea may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Chelsea promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Chelsea promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. Client agrees to provide, and/or instruct Broker and Custodian to provide, GBM Wealth Management with information that may include, among other and upon GBM Wealth Management’s request at any time, a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Profile”). Client understands, acknowledges and represents it is aware that GBM Wealth Management will rely on the information contained in the Client Profile in managing the Assets in the Account. Client agrees to promptly furnish to GBM Wealth Management, all data and information GBM Wealth Management may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to GBM Wealth Management hereunder, and to this end, Client will promptly advise GBM Wealth Management of (i) any changes or modifications to Client's objectives or the Client Profile, and (ii) any specific investment restrictions relating to the Client Account.
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Investment Objectives and Limitations. Client agrees to provide Xxxxxxx with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Xxxxxxx will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Xxxxxxx, all data and information that Xxxxxxx may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Chelsea under the Agreement. To this end, Client will advise Xxxxxxx promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Xxxxxxx promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. Client agrees to provide Xxxx Equity Management with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk, financial objectives, and other pertinent financial information (the “Client Information”). Client understands, acknowledges, and represents that it is aware that Xxxx Equity Management will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Xxxx Equity Management, all data and information that Xxxx Equity Management may reasonably request to render the services described in the Agreement. Client shall be solely responsible for the completeness and accuracy of the Client Information furnished to Xxxx Equity Management under the Agreement. To this end, Client will advise Xxxx Equity Management promptly of (i) any changes or modifications to Client's objectives and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Xxxx Equity Management promptly, in writing, if Client considers any investments recommended or made for the Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. Client agrees to provide Compass Financial with a description of Client’s assets and liabilities, investment objectives, earnings, acceptable levels of investment risk and financial objectives and other pertinent financial information (“Client Information”). Client understands, acknowledges and represents that it is aware that Compass Financial will rely on the Client Information in managing the Assets in the Account. Client agrees to furnish promptly to Compass Financial, all data and information Compass Financial may reasonably request to render the services described herein. Client shall be solely responsible for the completeness and accuracy of the data and information furnished to Compass Financial under this Agreement. To this end, Client will advise Compass Financial promptly of (i) any changes or modifications to Client's objectives; and (ii) any specific investment restrictions relating to the Client Account. Client shall notify Compass Financial promptly, in writing, if Client considers any investments recommended or made for the Account or any Client Account to violate such objectives or restrictions.
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Investment Objectives and Limitations. The Account shall be managed in accordance with the investment objective(s) and guidelines set forth on Attachment A hereto (the “Investment Guidelines”) acknowledging that Manager shall be allowed a reasonable period of time to achieve compliance with the Investment Guidelines after initial funding or in the event of large contributions to or withdrawals from the Account. It shall be Client’s responsibility to advise Manager in a timely fashion in writing of any changes in the Investment Guidelines applicable to the Account as they may occur.
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Investment Objectives and Limitations 
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Related to Investment Objectives and Limitations

  • Investment Objectives The objectives for the School District's investment activities are:

  • Investment Objective The Trust was created to invest and hold substantially all of its assets in Gold Coins. The Trust seeks to provide a secure, convenient and exchange-traded investment alternative for investors interested in holding physical gold without the inconvenience that is typical of a direct investment in physical gold. The Trust does not anticipate making regular cash distributions to Unitholders.

  • Agreement Objectives (a) The fundamental objective that the Parties have in creating the Agreement is to produce an agreed industrial relations framework that encourages achievement of the following goals on the Project. (1) A safe and healthy Project Site environment where everyone works towards achieving the health and safety management philosophy of an injury and incident free Project; (2) A Project where everyone has the opportunity to perform their best work and achieve a sense of personal satisfaction by the time they complete their work assignment; (3) A Project where all participants' efforts and best work translate into a high quality result for the Project; (4) A Project where all participants work toward the common goal of completing the construction work on the Project within the defined schedule and budget; (5) A Project where leaders focus on understanding and dealing with people issues; (6) A Project where all participants listen to others point of view and act to amicably resolve any differences of opinion that may occur from time to time without ever resorting to unreasonable or unlawful means to achieve the result they wish to achieve; (7) A Project where, by all the participants acting in a considerate and respectful manner, positive relations with the local community they are performing the construction work in are maintained. (b) The Employer is accountable to: (1) Provide the management resource and support needed to achieve an injury and incident free Project; (2) Encourage its leaders to focus on issues raised by any member of their team; (3) Ensure its leaders act to address appropriately and in a timely manner, any concern raised by any member of their team; (4) Act at all times with fairness, honesty and in a trustworthy manner, responding to issues or concerns raised in a timely manner; (5) Recognise the talents and capabilities of their Employees and encourage excellence in construction execution. (c) Each Employee is accountable to: (1) Establish and maintain a safe and healthy work area, ensure safe and healthy work practices are followed at all times and within their duty of care, take responsibility for their personal safety and the safety of other Employees; (2) Comply with Project environmental health and safety regulations, procedures and practices; (3) Participate in and comply with the Project’s cultural and environmental processes; (4) Ensure their personal fitness for work on each day they are scheduled to work; (5) In all of their dealings with other Employees and their Employer, act with fairness and respect; (6) Work towards both the Project and their team’s goals to the full extent of their personal capacity; and (7) Raise any personal concern/issue directly with their immediate team leader/supervisor thereby providing the Employer with an opportunity to resolve/assist the concern/issue. If the team leader/supervisor is not available, then raise the matter with a more senior Employer leader.

  • Investment Objectives, Policies and Restrictions The Trust will provide Adviser with the statement of investment objectives, policies and restrictions applicable to the Fund as contained in the Trust's registration statements under the Act and the Securities Act of 1933, and any instructions adopted by the Trustees supplemental thereto. The Trust will provide Adviser with such further information concerning the investment objectives, policies and restrictions applicable thereto as Adviser may from time to time reasonably request. The Trust retains the right, on written notice to Adviser from the Trust, to modify any such objectives, policies or restrictions in any manner at any time.

  • INVESTMENT OBJECTIVE, POLICIES AND RESTRICTIONS The Fund will provide the Sub-Adviser with the statement of investment objective, policies and restrictions applicable to the Series as contained in the Series' Prospectus and Statement of Additional Information, all amendments or supplements to the Prospectus and Statement of Additional Information, and any instructions adopted by the Board of Trustees supplemental thereto. The Fund agrees, on an ongoing basis, to notify the Sub-Adviser in writing of each change in the fundamental and non-fundamental investment policies of the Series and will provide the Sub-Adviser with such further information concerning the investment objective, policies, restrictions and such other information applicable thereto as the Sub-Adviser may from time to time reasonably request for performance of its obligations under this Agreement. The Fund retains the right, on written notice to the Sub-Adviser or the Adviser, to modify any such objective, policies or restrictions in accordance with applicable laws, at any time.

  • Goals and Objectives of the Agreement Agreement Goals The goals of this Agreement are to: ● Reduce wildfire risk related to the tree mortality crisis; ● Provide a financial model for funding and scaling proactive forestry management and wildfire remediation; ● Produce renewable bioenergy to spur uptake of tariffs in support of Senate Bill 1122 Bio Market Agreement Tariff (BioMat) for renewable bioenergy projects, and to meet California’s other statutory energy goals; ● Create clean energy jobs throughout the state; ● Reduce energy costs by generating cheap net-metered energy; ● Accelerate the deployment of distributed biomass gasification in California; and ● Mitigate climate change through the avoidance of conventional energy generation and the sequestration of fixed carbon from biomass waste. Ratepayer Benefits:2 This Agreement will result in the ratepayer benefits of greater electricity reliability, lower costs, and increased safety by creating a strong market demand for forestry biomass waste and generating cheap energy. This demand will increase safety by creating an economic driver to support forest thinning, thus reducing the risk of catastrophic wildfire and the associated damage to investor-owned utility (IOU) infrastructure, such as transmission lines and remote substations. Preventing this damage to or destruction of ratepayer-supported infrastructure lowers costs for ratepayers. Additionally, the ability of IOUs to use a higher- capacity Powertainer provides a much larger offset against the yearly billion-dollar vegetation management costs borne by IOUs (and hence by ratepayers). The PT+’s significant increase in waste processing capacity also significantly speeds up and improves the economics of wildfire risk reduction, magnifying the benefits listed above. The PT+ will directly increase PG&E’s grid reliability by reducing peak loading by up to 250 kilowatt (kW), and has the potential to increase grid reliability significantly when deployed at scale. The technology will provide on-demand, non- weather dependent, renewable energy. The uniquely flexible nature of this energy will offer grid managers new tools to enhance grid stability and reliability. The technology can be used to provide local capacity in hard-to-serve areas, while reducing peak demand. Technological Advancement and Breakthroughs:3 This Agreement will lead to technological advancement and breakthroughs to overcome barriers to the achievement of California’s statutory energy goals by substantially reducing the LCOE of distributed gasification, helping drive uptake of the undersubscribed BioMAT program and increasing the potential for mass commercial deployment of distributed biomass gasification technology, particularly through net energy metering. This breakthrough will help California achieve its goal of developing bioenergy markets (Bioenergy Action Plan 2012) and fulfil its ambitious renewable portfolio standard (SB X1-2, 2011-2012; SB350, 2015). The PT+ will also help overcome barriers to achieving California’s greenhouse gas (GHG) emissions reduction (AB 32, 2006) and air quality improvement goals. It reduces greenhouse gas and criteria pollutants over three primary pathways: 1) The PT+’s increased capacity and Combined Heat and Power (CHP) module expand the displacement of emissions from conventional generation; 2) the biochar offtake enables the sequestration of hundreds of tons carbon that would otherwise have been released into the atmosphere; and 3) its increased processing capacity avoids GHG and criteria emissions by reducing the risk of GHG emissions from wildfire and other forms of disposal, such as open pile burning or decomposition. The carbon sequestration potential of the biochar offtake is particularly groundbreaking because very few technologies exist that can essentially sequester atmospheric carbon, which is what the PT+ enables when paired with the natural forest ecosystem––an innovative and groundbreaking bio-energy technology, with carbon capture and storage. Additionally, as noted in the Governor’s Clean Energy Jobs Plan (2011), clean energy jobs are a critical component of 2 California Public Resources Code, Section 25711.5(a) requires projects funded by the Electric Program Investment Charge (EPIC) to result in ratepayer benefits. The California Public Utilities Commission, which established the EPIC in 2011, defines ratepayer benefits as greater reliability, lower costs, and increased safety (See CPUC “Phase 2” Decision 00-00-000 at page 19, May 24, 2012, xxxx://xxxx.xxxx.xx.xxx/PublishedDocs/WORD_PDF/FINAL_DECISION/167664.PDF). 3 California Public Resources Code, Section 25711.5(a) also requires EPIC-funded projects to lead to technological advancement and breakthroughs to overcome barriers that prevent the achievement of the state’s statutory and energy goals. California’s energy goals. When deployed at scale, the PT+ will result in the creation of thousands of jobs across multiple sectors, including manufacturing, feedstock supply chain (harvesting, processing, and transportation), equipment operation, construction, and project development. ● Annual electricity and thermal savings; ● Expansion of forestry waste markets; ● Expansion/development of an agricultural biochar market; ● Peak load reduction; ● Flexible generation; ● Energy cost reductions; ● Reduced wildfire risk; ● Local air quality benefits; ● Water use reductions (through energy savings); and ● Watershed benefits.

  • PERFORMANCE OBJECTIVES 4.1 The Performance Plan (Annexure A) sets out- 4.1.1 the performance objectives and targets that must be met by the Employee; and 4.1.2 the time frames within which those performance objectives and targets must be met. 4.2 The performance objectives and targets reflected in Annexure A are set by the Employer in consultation with the Employee and based on the Integrated Development Plan, Service Delivery and Budget Implementation Plan (SDBIP) and the Budget of the Employer, and shall include key objectives; key performance indicators; target dates and weightings. 4.2.1 The key objectives describe the main tasks that need to be done. 4.2.2 The key performance indicators provide the details of the evidence that must be provided to show that a key objective has been achieved. 4.2.3 The target dates describe the timeframe in which the work must be achieved. 4.2.4 The weightings show the relative importance of the key objectives to each other. 4.3 The Employee’s performance will, in addition, be measured in terms of contributions to the goals and strategies set out in the Employer’s Integrated Development Plan.

  • Performance Targets Threshold, target and maximum performance levels for each performance measure of the performance period are contained in Appendix B.

  • Objectives and Commitments 7.1 The Objectives of the Parties to this Agreement are: (a) to promote fair, cooperative and productive workplace relations in the building and construction industry; (b) to provide a detailed set of agreed employment benefits, conditions, rights and obligations; (c) to explore the potential for innovation and new technologies; (d) to consider any benefits of alternative hours of work; (e) to support the establishment of consultative bodies to consider the impact of climate change on the working conditions in the industry; (f) to establish practices that support opportunities for a diversified workforce; (g) to support the implementation of highest possible levels of OHS practices, procedures and training; (h) to ensure that fair and equitable employment practices are applied in the workplace; (i) to improve efficiency in the workplace; (j) to provide for the establishment and observance of an effective disputes settlement procedure that involves Employees and their representatives, when requested, at the earliest stage of any dispute or potential dispute. 7.2 The Parties to this Agreement commit themselves to ensuring that: (a) The efficiency measures contained in this Agreement are implemented and lead to real gains in productivity. (b) The principles of industry modernisation are realised during the life of this Agreement (in accordance with Part 11). (c) Productivity gains will not be achieved at the expense of health and safety standards. (d) The disputes settlement procedures provided herein are strictly adhered to. (e) Employment should wherever possible be full time and on going.

  • OBJECTIVES OF THE AGREEMENT 7.1 The parties agree that key objectives of this agreement are; (a) to provide terms and conditions of employment commensurate with the challenges associated with working in the construction industry (b) to provide safe working conditions (c) to provide a functional work/life balance and a comfortable standard of living (d) providing a framework that seeks to maximise productivity and minimise lost time. 7.2 This shall be achieved through genuine communication, consultation, collaboration and a sensible and practical application of terms contained in this agreement.

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