Selection of Investments. Set forth on Schedule B are those investments, from among the permitted investments listed in Section 6.01 hereof; in which the assets of the Trust shall be invested. Schedule B may be revised from time to time in writing by the Investment Fiduciary or any duly appointed Investment Manager, as the case may be, and delivered to the Trustee, without formal amendment of this Trust Agreement.
Selection of Investments. The Client shall make its investment selection(s) on the Fund Management Investment Allocation Form provided by the SBTF, and Client shall provide a completed Fund Management Investment Allocation Form to the SBTF. The Fund Management Investment Allocation Form allows the Client to allocate its investments between certain investments to include the Church Expansion Term (“CET”) Investments and/or the SBTF Funds. Absent written directions or instruction from the Client to the Foundation, the default investment allocation will be 100% to the SBTF Daily Savings Account.
Selection of Investments. The Client shall make its investment selection(s) on the Ministry Funds Management Investment Allocation Form. The Ministry Funds Management Investment Allocation Form allows the Client to allocate its investment between the Church Building Loan (CBL) Term Investments, Market Investments, and/or Cash Funds. Absent written directions from the Client, the default allocation will be 100% to the Enhanced Cash Fund.
Selection of Investments. The Client shall make its investment selection(s) on the Church Funds Management Investment Allocation Form. The Church Funds Management Investment Allocation Form allows the Client to allocate its investment between the Church Building Loan (CBL) Term Investments and/or the Market Investments. Absent written directions from the Client, the default allocation will be 100% to the Money Market Mutual Fund.
Selection of Investments on Behalf of the Fund. Unless otherwise set forth in the current Prospectus describing the Fund or directed by Xxxxxxxx Xxxxxxxx or the Trust, GEIM will, in selecting brokers or dealers to effect transactions on behalf of the Fund, give primary consideration to securing the most favorable price and efficient execution. In so doing, GEIM may consider the financial responsibility, research and investment information and other services provided by brokers or dealers who may effect or be a party to any transaction to which the Fund is a party or other transactions to which other clients of GEIM may be a party. The Trust recognizes the desirability of GEIM's having access to supplemental investment and market research and security and economic analyses provided by brokers and that those brokers may execute brokerage transactions at a higher cost to the Fund than would be the case if the transactions were executed on the basis of the most favorable price and efficient execution. The Trust, thus, authorizes GEIM, to the extent permitted by applicable law and regulations, to pay higher brokerage commissions for the purchase and sale of securities for the Fund to brokers who provide supplemental investment and market research and security and economic analyses, subject to review by the Trustees of the Trust and of Xxxxxxxx Xxxxxxxx from time to time with respect to the extent and continuation of this practice. The Trust understands that the services provided by those brokers may be useful to GEIM in connection with its services to other clients.
Selection of Investments. Agent has the authority to invest, reinvest and retain Account assets, in the Agent’s discretion, including, without limitation, common stocks, fixed income securities, and shares of registered investment management companies, in order to pursue the investment objectives applicable to the Account.
Selection of Investments. Set forth on Schedule B attached hereto are those investments, from among the permitted investments listed in Section 5.01 hereof and subject to the Trustee’s acceptance of such investments, in which the assets of the Trust shall be invested. Schedule B may be revised from time to time in writing by the Company or any duly appointed Investment Manager, as the case may be, and delivered to the Trustee, without formal amendment of this Trust Agreement. Notwithstanding the permissible investments listed in Section 6.01 hereof, the Trustee may limit the categories of assets in which the Trust may be invested.
Selection of Investments on Behalf of the Fund Unless otherwise set forth in the Fund Disclosure Documents or directed by a Fund or its respective Board, SSGA FM will, in selecting brokers or dealers to effect transactions on behalf of a Fund, seek the best overall terms available. In so doing, SSGA FM may consider the breadth of the market for the investment, the price of the security, the size and difficulty of the order, the willingness of the broker or dealer to position, the reliability, financial condition and execution and operational capabilities of the broker or dealer, and the reasonableness of the commission or size of the dealer's "spread," if any, for the specific transaction and on a continuing basis. SSGA FM may also consider brokerage and research services provided to the Fund and/or other accounts over which SSGA FM or its affiliates exercise investment discretion. The Funds recognize the desirability of SSGA FM's having access to supplemental investment and market research and security and economic analyses provided by brokers and that those brokers may execute brokerage transactions at a higher cost to a Fund than would be the case if the transactions were executed on the basis of the most favorable price and efficient execution. To the extent permitted by applicable law and regulations, SSGA FM shall not be deemed to have acted unlawfully or to have breached any duty created by this Agreement or otherwise solely by reason of its having caused a Fund to pay a broker or dealer that provides brokerage and research services to SSGA FM an amount of commission for effecting a portfolio investment transaction in excess of the amount of commission that another broker or dealer would have charged for effecting that transaction, if SSGA FM determines in good faith that such amount of commission was reasonable in relation to the value of the brokerage and research services provided by such broker or dealer, viewed in terms of either that particular transaction or SSGA FM's overall responsibilities with respect to the Fund and to other clients of SSGA FM as to which SSGA FM exercises investment discretion. Each Fund hereby agrees that any entity or person associated with SSGA FM which is a member of a national securities exchange is authorized to effect any transaction on such exchange for the account of the Fund which is permitted by Section 11(a) of the Securities Exchange Act of 1934, as amended.
Selection of Investments. The Trustees and their successors, as the Owner of the Policy, shall have the sole and absolute discretion to select, and to change from time to time, the fund or funds or other investments through which the Policy is funded without the consent of any other person. The Trustees may consult with any registered investment advisors or any other persons whom they select, but they shall not be obligated to follow any instructions from any such individuals in determining or changing the investments or in taking any other actions with respect to the investments.
