Strategy Description definition

Strategy Description means the description of the Underlying, as further described in Annex I to these Terms and Conditions.
Sample 1Sample 2Sample 3
Strategy Description. The strategy is a discretionary managed investment strategy constructed, managed and implemented by Natixis Advisors. Natixis Advisors uses a proprietary stratified sampling methodology to select stocks based on sector and size. Selected stocks are then weighted to maximize tracking with the S&P 600® index. On a quarterly basis, portfolios are tax loss harvested and rebalanced to help increase after-tax returns while minimizing risk. The clients in the strategy need to have a long term time horizon. The investment process leads to building embedded capital gains in the portfolio by keeping winning positions and selling losing positions. As a result, should the portfolio need to be fully or partially liquidated, the capital gains to be realized could be significant, and therefore this might be expensive from a tax perspective. In managing client accounts, Natixis Advisors does not have a direct focus on the tracking error or performance dispersion versus the benchmark on a pre-tax basis. Therefore, clients should be willing to accept a higher tracking error compared to tracking error delivered by tax-managed solutions using optimizers, targeting to minimize a tracking error versus the benchmark. Account Minimum: $1,000,000 Fees (annual): Assets/Value Fee Strategy Description: The strategy is a discretionary managed investment strategy constructed, managed and implemented by Natixis Advisors. Natixis Advisors uses a proprietary stratified sampling methodology to select stocks based on sector and size. Selected stocks are then weighted to maximize tracking with the S&P 1500® index. On a quarterly basis, portfolios are tax loss harvested and rebalanced to help increase after-tax returns while minimizing risk. The clients in the strategy need to have a long term time horizon. The investment process leads to building embedded capital gains in the portfolio by keeping winning positions and selling losing positions. As a result, should the portfolio need to be fully or partially liquidated, the capital gains to be realized could be significant, and therefore this might be expensive from a tax perspective. In managing client accounts, Natixis Advisors does not have a direct focus on the tracking error or performance dispersion versus the benchmark on a pre-tax basis. Therefore, clients should be willing to accept a higher tracking error compared to tracking error delivered by tax-managed solutions using optimizers, targeting to minimize a tracking error versus the ...
Sample 1
Strategy Description. The strategy is a discretionary managed investment strategy constructed, managed and implemented by Natixis Advisors. Natixis Advisors uses a proprietary stratified sampling methodology to select stocks based on sector and size. Selected stocks are then weighted to maximize tracking with the S&P 1500® index. On a quarterly basis, portfolios are tax loss harvested and rebalanced to help increase after-tax returns while minimizing risk. The clients in the strategy need to have a long term time horizon. The investment process leads to building embedded capital gains in the portfolio by keeping winning positions and selling losing positions. As a result, should the portfolio need to be fully or partially liquidated, the capital gains to be realized could be significant, and therefore this might be expensive from a tax perspective. In managing client accounts, Natixis Advisors does not have a direct focus on the tracking error or performance dispersion versus the benchmark on a pre-tax basis. Therefore, clients should be willing to accept a higher tracking error compared to tracking error delivered by tax-managed solutions using optimizers, targeting to minimize a tracking error versus the benchmark. Account Minimum: $1,000,000 Fees (annual): Assets/Value Fee ^ “Standard and Poor’s”, “S&P”, “S&P 500”, and “Standard and Poor’s 500” are trademarks of the XxXxxx-Xxxx Companies, Inc. and have been licensed for use by AIA. This product is not sponsored, endorsed, sold or promoted by Standard and Poor’s and Standard and Poor’s makes no representation regarding the advisability of investment in this product. SAMPLE
Sample 1

Examples of Strategy Description in a sentence

  • Client represents that Client has read each Equity Strategy Description in the Form ADV2 and understands the risks involved with each and may give written direction to change to another Equity Strategy at a later date.

  • Strategy Description% of Total PlanAllocation Range US Large/Mid CapInvestments in U.S. large-cap and mid- cap companies as benchmarked to the Russell 1000 Index.

  • If, in the reasonable discretion of the Calculation and Paying Agent, tax, regulatory, statutory, economic or other relevant circumstances would significantly affect the calculation of the Strategy, the Calculation and Paying Agent may, in its reasonable discretion, adjust the calculation of the Strategy by deviating from, or performing changes to, the calculation method as detailed in the Strategy Description, in order to make up for the effect caused on the Strategy calculation.

  • This shall also apply if during the term of the Notes changes are made or occur in respect of the Strategy Description, or if other measures are taken, which have an impact on the Strategy Description, unless otherwise provided in the below provisions.

  • The basis for the calculations or, respectively, specifications of the Administration and Calculation Agent described in the Terms and Conditions of these Notes shall be the Underlying with its provisions applicable from time to time, as developed and maintained by the Strategy Sponsor and set out in the Strategy Description, as well as the respective method of calculation, determination, and communication of the Reference Value applied by the Strategy Sponsor.

  • The Contractor shall promptly correct Work rejected by the Architect or failing to conform to the requirements of the Contract Documents, whether discovered before or after Substantial Completion and whether...

  • The project is described in detail in the Program Strategy Description section.

  • In addition, the value of a Strategy may be reduced by further deductions if so specified in the relevant Strategy Description.

  • The Calculation and Paying Agent shall apply the rules and methodology described in this Strategy Description.

  • If specified in the relevant Strategy Description, the level at which Components are rebalanced will depend on the execution by the Strategy Sponsor If so specified in the relevant Strategy Description in respect of one or more Components, then the level at which such rebalancing takes place will depend on the Strategy Sponsor's execution level of its own hedge positions.

Related to Strategy Description

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