Examples of Portfolio Guidelines in a sentence
Portfolio Guidelines are the operating procedures used to implement this investment policy approved by the Board.
The Floating Rate Payer Calculation Amount shall be such amount determined by the Portfolio Manager in its sole discretion in EUR and specified in the relevant Hedge Addition Notice, subject to the Hedge Swap Notional Limitation and the Portfolio Guidelines.
Portfolio Guidelines and Criteria for Evaluation of Portfolio are found in Appendix H.
Practicum Portfolio Guidelines requirements with their site supervisor as outlined below to earn a grade of Satisfactory (S)/Pass for the practicum experience.
Individual Portfolio Guidelines – Fixed Income • While no specific ranges are required, it is expected that the average duration of the portfolio will be within +/- 20% of its designated benchmark (see Appendix for the benchmark assigned to each asset class).• For the core fixed income portfolios, which are primarily invested in U.S. investment grade debt securities, the average quality of the total account should be A-rated or higher.