OBJECTIVES AND CONSTRAINTS Clause Samples
OBJECTIVES AND CONSTRAINTS. The primary objectives of the fund are: o To provide capital appreciation. o To outperform the Russell 1000 Value Index over full market cycles. o To achiev▇ ▇▇▇▇▇cond quartile or better performance among a group of peer funds as defined by recognized reporting services and consulting organizations (e.g., Lipper, Frank Russell, Callan). The secondary objective of the fund is to ▇▇▇▇▇▇▇ ▇▇▇▇▇en▇ ▇▇▇▇me. Under normal conditions, the portfolio will invest at least 15% of its assets in dividendpaying equity securities The primary constraint of the fund is: o To manage the portfolio without excessive risk relative to the Russell 1000 Value Index, or peer funds, as measured by ann▇▇▇▇▇▇▇ standard deviation over 3-5 year periods.
OBJECTIVES AND CONSTRAINTS. Once the problems and opportunities are properly defined, then the study planning objectives and the constraints that will guide efforts to solve these problems and achieve these opportunities. Planning objectives are statements that describe the desired results of the planning process by solving the problems and taking advantage of the opportunities identified.
OBJECTIVES AND CONSTRAINTS. The primary objectives of the fund are: - To provide a high level of capital appreciation through investment in a diversified portfolio of common stocks of small to medium size companies. - To outperform the Russ▇▇▇ ▇▇▇0 Growth Index over full market cycles. - To achieve mid-second quartile or better performance among a group of peer funds as defined by recognized reporting services and consulting organizations (e.g., Lipper, Fran▇ ▇▇▇▇▇▇▇, ▇▇ll▇▇). The primary constraint of the fund is: - To manage the portfolio without excessive risk relative to the Russ▇▇▇ ▇▇▇0 Growth Index, or peer funds, as measured by annualized standard deviation over 3-5 year periods. 13 4