Statement of Investment Policies and Procedures definition

Statement of Investment Policies and Procedures means a written statement of investment policies and procedures approved by the Company in respect of the Fund’s portfolio of investments and loans which sets out broad policies and procedures for investment of the Fund, including without limitation: categories of investments and loans, including derivatives, options and futures; diversification of the investment portfolio; asset mix and rate of return expectations; liquidity of investments; the lending of cash or securities; the retention or delegation of voting rights acquired through Fund investments; the method of, and basis for, the valuation of investments that are not regularly traded at a public exchange; and any related party transactions and the criteria to be used to establish whether such a transaction is nominal or immaterial to the Fund, having regard to all factors that may affect the performance of the Fund and the purpose for which it is established;
Statement of Investment Policies and Procedures means the written statement of investment policies and procedures that meets the requirements of the PBA and governs the investment of the assets of the Trust Fund, as amended or replaced from time to time.
Statement of Investment Policies and Procedures means a written statement of investment policies and procedures approved by the Company in respect of the Fund’s portfolio of investments which sets out broad policies and procedures for the Qualified Investments of the Fund, which may include: categories of investments; diversification of the investment portfolio; asset mix and rate of return expectations; liquidity of investments; the retention or delegation of voting rights acquired through Fund investments; and the method of, and basis for, the valuation of investments;

Examples of Statement of Investment Policies and Procedures in a sentence

  • The Board approves the long-term asset mix policy for investment assets through its Statement of Investment Policies and Procedures (SIPP) and oversees the management of these assets through the Board’s investment management agent, BCI.

  • The Statement of Investment Policies and Procedures documents the Company’s policies regarding investment risk.

  • The Company has also prepared a Statement of Investment Policies and Procedures.

  • The trustee is responsible for ensuring that the assets of the Trust Fund are managed in accordance with the Statement of Investment Policies and Procedures (SIPP) and the objectives and goals outlined within.

  • The Trust assets are managed by investment managers in accordance with the Trust’s Statement of Investment Policies and Procedures (SIPP).

  • We manage risk by specifying allowable and prohibited investment types, setting diversification strategies and determining target asset allocations.Allowable and prohibited investment typesAllowable and prohibited investment types, along with associated guidelines and limits, are set out in each plan’s required Statement of Investment Policies and Procedures (SIPP), which is reviewed and approved annually by the designated governing body.

  • The Pension Plan Fund Statement of Investment Policies and Procedures (“SIPP”) determines the portfolio diversification, and sets limits on the equity holdings of the Fund.

  • The Plan fulfils its primary objective by adhering to specific investment policies outlined in its Statement of Investment Policies and Procedures (the SIPP), which is reviewed annually by the Plan.

  • The Plan fulfills its primary objective by adhering to specific investment policies outlined in its Statement of Investment Policies and Procedures (the SIPP), which is reviewed annually by the Plan.

  • The Plan fulfills its primary objective by adhering to specific investment policies outlined in its Statement of Investment Policies and Procedures (the “SIPP”), which is reviewed annually by the University.


More Definitions of Statement of Investment Policies and Procedures

Statement of Investment Policies and Procedures shall have the meaning ascribed in Subsection 7.1(b);
Statement of Investment Policies and Procedures means a written statement‌ of investment policies and procedures approved by the Company in respect of the Fund’s portfolio of investments which sets out broad policies and procedures for the Qualified Investments of the Fund, which may include: categories of investments; diversification of the investment portfolio; asset mix and rate of return expectations; liquidity of investments; the retention or delegation of voting rights acquired through Fund investments; and the method of, and basis for, the valuation of investments;
Statement of Investment Policies and Procedures means the statement established under section 51(1);
Statement of Investment Policies and Procedures means a written statement of investment policies and procedures approved by the Company prior to implementation, in respect of the Trust Fund's portfolio of investments, and shall set out broad policies and procedures for the Qualified Investments of the Trust Fund, which may include: categories of investments; diversification of the investment portfolio; asset mix and rate of return expectations; liquidity of investments; the retention or delegation of voting rights acquired through Trust Fund investments; and the method of, and basis for, the valuation of investments. Subcustodian or Subsubcustodian: shall mean a corporate institution, appointed by the Trustee or by a delegate of the Trustee authorized by the Trustee to sub-delegate, which has title to, or Trustee- authorized possession of, Trust Fund assets with the obligation to hold secure those assets, and to deal with them as authorized by the Trustee or the delegate of the Trustee.
Statement of Investment Policies and Procedures means a written statement of investment policies and procedures approved by the Company in respect of the Fund’s portfolio of investments which sets out broad policies and procedures for the Qualified Investments of the Fund, which may include: categories of investments;
Statement of Investment Policies and Procedures means the statement of investment policies and procedures established by the Company and delivered to the Trustee and are applicable to the investment of the Fund, which, from time to time, may be amended, modified, supplemented or restated by the Company after complying with any requirements of the Tribunal applicable thereto;

Related to Statement of Investment Policies and Procedures

  • Investment Policies means the investment objectives, policies, restrictions and limitations set forth in the “BUSINESS” section of its Registration Statement, and as the same may be changed, altered, expanded, amended, modified, terminated or restated from time to time.

  • Policies and Procedures means the written policies and procedures of the Client in any way related to the Services, including any such policies and procedures contained in the Organic Documents and the Offering Documents.

  • Investment Policy means the investment policy from time to time determined by the Commission under the Rules;

  • Risk Management Policy means the Risk Management Policy of the Borrower in effect on the date of this Agreement as amended from time to time.

  • Procurement Policy means ADB’s Procurement Policy - Goods, Works, Nonconsulting and Consulting Services (2017, as amended from time to time);

  • Safeguard Policy Statement or “SPS” means ADB's Safeguard Policy Statement (2009);

  • Medicare supplement policy means a group or individual policy of [accident and sickness] insurance or a subscriber contract [of hospital and medical service associations or health maintenance organizations], other than a policy issued pursuant to a contract under Section 1876 of the federal Social Security Act (42 U.S.C. Section 1395 et. seq.) or an issued policy under a demonstration project specified in 42 U.S.C. § 1395ss(g)(1), which is advertised, marketed or designed primarily as a supplement to reimbursements under Medicare for the hospital, medical or surgical expenses of persons eligible for Medicare. “Medicare supplement policy” does not include Medicare Advantage plans established under Medicare Part C, Outpatient Prescription Drug plans established under Medicare Part D, or any Health Care Prepayment Plan (HCPP) that provides benefits pursuant to an agreement under §1833(a)(1)(A) of the Social Security Act.

  • railway operational procedures means procedures specified under any access agreement (as defined in the Railways Act 1993) or station lease;

  • Consensus Policies are those policies established (1) pursuant to the procedure set forth in ICANN’s Bylaws and due process, and (2) covering those topics listed in Section 1.2 of this Specification. The Consensus Policy development process and procedure set forth in ICANN’s Bylaws may be revised from time to time in accordance with the process set forth therein.

  • AML/KYC Procedures means the customer due diligence procedures of a Reporting Finnish Financial Institution pursuant to the anti-money laundering or similar requirements of Finland to which such Reporting Finnish Financial Institution is subject.

  • Safeguards Monitoring Report means each report prepared and submitted by the Borrower to ADB that describes progress with implementation of and compliance with the EMP and the RP, including any corrective and preventative actions;

  • Delinquency Collection Policies and Procedures The delinquency collection policies and procedures of the Interim Servicer, a copy of which is attached to the Interim Servicing Agreement as Exhibit 11.

  • Investment Guidelines means the investment guidelines approved by the Board, a copy of which is attached hereto as Exhibit A, as the same may be amended, restated, modified, supplemented or waived pursuant to the approval of a majority of the entire Board (which must include a majority of the Independent Directors).

  • SAP Policies means the operational guidelines and policies applied by SAP to provide and support the Cloud Service as incorporated in an Order Form.

  • Internal confidentiality agreement or statement means a confidentiality agreement or any other written statement that the contractor requires any of its employees or subcontractors to sign regarding nondisclosure of contractor information, except that it does not include confidentiality agreements arising out of civil litigation or confidentiality agreements that contractor employees or subcontractors sign at the behest of a Federal agency.

  • COGE Handbook means the Canadian Oil and Gas Evaluation Handbook prepared jointly by The Society of Petroleum Evaluation Engineers (Calgary Chapter) and the Canadian Institute of Mining, Metallurgy & Petroleum (Petroleum Society), as amended from time to time.

  • MERS Procedures Manual The MERS Procedures Manual, as it may be amended, supplemented or otherwise modified from time to time.

  • Operation Procedures means the procedures contained in Annexure A hereto which the Contractor is obliged to follow when performing work on behalf of the company

  • Procedures Manual means the standards and procedures manual described in Section 11.3.

  • Credit Policy means the “New Jersey Infrastructure Bank Credit Policy,” as adopted by the Board of Directors of the I-Bank and as further amended and supplemented from time to time.

  • Trading Compliance Policy means the written policy of the Company pertaining to the purchase, sale, transfer or other disposition of the Company’s equity securities by Directors, Officers, Employees or other service providers who may possess material, nonpublic information regarding the Company or its securities.

  • Servicer Policies and Practices means, with respect to the Servicer’s duties under Exhibit A to the Servicing Agreement, the policies and practices of the Servicer applicable to such duties that the Servicer follows with respect to comparable assets that it services for itself and, if applicable, others.

  • Procurement Guidelines means the “Guidelines: Procurement under IBRD Loans and XXX Credits” published by the Bank in May 2004 and revised in October, 2006.

  • Compliance Statement is that certain statement in the form attached hereto as Exhibit B.

  • Support Policy shall have the meaning given to it in the Support Terms (defined below).

  • Electronic and Information Resources Accessibility Standards means the accessibility standards for electronic and information resources contained in 1 Texas Administrative Code Chapter 213.