Index Strategy definition

Index Strategy means a method used to determine index credits with specified index or indices and cap, buffer, participation rate, spread, margin or other index crediting elements.
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Index Strategy means a portfolio wherein the Portfolio Manager seeks to approximate, over the long term, the performance of a specific market index.
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Index Strategy means the methodology and rules use to construct, calculate and maintain the Index as published by the Index Sponsor and as may be amended from time to time;
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Examples of Index Strategy in a sentence

  • It decides on the time and scope of changes in the Index composition without consulting the Index Calculation Agent and is responsible for the permanent monitoring of compliance with the Index Strategy and the Index Universe.

  • Athene 1-Year Point-to-Point Index Strategy — S&P 500® S&P 500® Each Contract Anniversary, any interest credits earned are “locked in.” Even if the market goes down, the growth already received in the Accumulated Value will not be lost.

  • All formulas, methodologies and assumptions used to calculate these values for each Index Strategy and Index Strategy Term as well as the sources for all assumptions.ILVA nonforfeiture benefits for Index Strategies subject to this guideline must comply with Section 7 of Model 250 not including Section 7.B with net investment return consistent with the requirements for determining Interim Values in this guideline.

  • The assumptions used to determine the market value of the Derivative Asset Proxy including implied volatilities, risk-free rates, dividend yields, and other parameters required to value the derivatives are consistent with the observable market prices of derivative assets over the Index Strategy Term, whenever possible.

  • Interim Values are consistent with the value of the Hypothetical Portfolio over the Index Strategy Term.

  • The Index Calculation Agent is entitled to change the Index Universe and the Index Strategy at the proposal of the Index Sponsor and in compliance with the basic principles («Significant Change»).

  • Athene’s indexed interest crediting strategies all feature the following benefits: • Any interest earned is credited on each contract anniversary • Your interest credits are “locked in” once credited, and cannot be lost due to market downturns • Annual interest credits will never be less than 0% Please refer to the Index Strategy Inserts for more information on each crediting method.

  • You’re guaranteed to never earn less than 0% interest.* 4 The Index Strategy Disclosure and Allocation Form shows how we calculate index interest credits.

  • Interim Values must be materially consistent with the value of the Hypothetical Portfolio over the Index Strategy Term less a provision for the cost attributable to reasonably expected or actual Trading Costs at the time the Interim Value is calculated.

  • Additional features for added peace of mind.Bailout FeatureIf Athene lowers the declared 1-Year Point-to- Point Index Strategy Annual Cap Rate below the Bailout Cap Rate, you’ll have full access to your annuity’s Accumulated Value — free of any charges — for up to 30 days after the Contract Anniversary in which the Bailout Cap Rate was pierced.

Related to Index Strategy

  • Strategy means the account opened by a Strategy Provider to carry out a series of transactions for the purpose of Social Trading and which is available for Investors to copy and invest.

  • Index Sponsor means the sponsor or publisher of an Index.

  • Index Level means, in respect of any day and subject to Adjustment Provisions: (a) in respect of an Index(other than a Multiple Exchange Index), the closing level of such Indexat the Valuation Time on such day; and (b) in respect of an Index that is a Multiple Exchange Index, the official closing level of the Index on such day at the Valuation Time as calculated and published by the Index Sponsor each as rounded up to four decimal places (with 0.00005 being rounded up), allas determined by the Calculation Agent.

  • Index Start Date means 19 January 2015.

  • Index Provider means, in respect of a Sub-Fund, the person responsible for compiling the Index against which the relevant Sub-Fund benchmarks its investments and who holds the right to licence the use of such Index to the relevant Sub-Fund as set out in the relevant Appendix.

  • Index Linked with respect to an amount at any time, means that the amount is adjusted as at each April 1st commencing April 1, 2015 by:

  • Index Price on a given date means the weighted average (weighted in accordance with the factors listed above) of the closing prices of the companies comprising the Index Group.

  • Index With respect to each Adjustable Rate Mortgage Loan and with respect to each related Adjustment Date, the index as specified in the related Mortgage Note.

  • Index Value means, in relation to any Reference Rate Business Day:

  • Monitoring Indicator means a measure of HSP performance that may be monitored against provincial results or provincial targets, but for which no Performance Target is set;

  • Feedback means input regarding the SAP Products, services, business or technology plans, including, without limitation, comments or suggestions regarding the possible creation, modification, correction, improvement or enhancement of the SAP Products and/or services, or input as to whether Partner believes SAP’s development direction is consistent with their own business and IT needs.

  • Benchmark means, initially, the Term SOFR Reference Rate; provided that if a Benchmark Transition Event has occurred with respect to the Term SOFR Reference Rate or the then-current Benchmark, then “Benchmark” means the applicable Benchmark Replacement to the extent that such Benchmark Replacement has replaced such prior benchmark rate pursuant to Section 2.24(a).

  • Indices means, subject to Adjustment Provisions, the following indices (and each an Index)

  • Financial Product means any securities, futures contracts or leveraged foreign exchange contracts as defined under the SFO. Regarding “leveraged foreign exchange contracts”, it is only applicable to those traded by persons licensed for Type 3 regulated activity.

  • municipal spatial development framework means a municipal spatial development framework adopted by the Municipality in terms of Chapter 5 of the Municipal Systems Act;

  • Index Disruption means in respect of an Index on any Valuation Date, the Index Sponsor fails to calculate and announce such Index.

  • Index Component means those securities, assets or reference values of which the Index is comprised from time to time.

  • sustainable development means development which meets the needs of the present without compromising the ability of future generations to meet their own needs.

  • Investment Strategy is the processes and policies implemented by the Investment Manager for pursuing a particular investment objective managed by an Investment Team.