Risk and Investment Objectives Sample Clauses

Risk and Investment Objectives. Under our Managed Services we will advise and manage from the perspective of portfolio risk, taking the portfolio as a whole and having regard to your investment objectives. Under our Advised Services we will advise from the perspective of stock specific risk. If either your circumstances or your views change, and you wish to amend either your investment objectives or risk objectives you should notify us as soon as possible. Such changes will be without prejudice to any transactions already entered into.
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Risk and Investment Objectives. We shall deal with you on the basis that your investment objective is as set out in the Professional Client Advisory Questionnaire. Except as set out therein, there are no restrictions on:
Sample 1

Related to Risk and Investment Objectives

  • 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 The parties agree that the objectives of the Agreement are to facilitate:

  • Project Objectives The Program consists of the projects described in Annex I (each a “Project” and collectively, the “Projects”). The objective of each of the Projects (each a “Project Objective” and collectively, the “Project Objectives”) is to:

  • Commingling, Exchange and Investment of the Contributions 2.1. The Contributions shall be accounted for as a single trust fund and shall be kept separate and apart from the funds of the Bank. The Contributions may be commingled with other trust fund assets maintained by the Bank.

  • Project Objective The Parties will jointly develop the Project Objective based upon the Owner’s requirements, goals, and constraints. The Project Objective is comprised of the Base Program, Target Cost, Added Value Incentive Items, Implementation Documents, and Contract Time, and any other objectives agreed by the Parties. The Project Objective establishes the Project requirements and standards for measuring the Project’s success. The various components of the Project Objective may be incorporated into the Agreement through Amendment upon recommendation of the Project Management Team and approval of the Senior Management Team.

  • Program Objectives In performing its responsibilities with respect to the management and administration of the Program, each party shall be guided by the following Program objectives:

  • PERFORMANCE OBJECTIVES 4.1 The Performance Plan (Annexure A) sets out-

  • Program Objective The objectives of the Department’s grants are to:

  • Commingling and Investment The Trustee is expressly authorized in its discretion:

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