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- Tool: Sample Investment Policy Statement - HFMA
Asset Allocation Guidelines The Portfolio’s asset allocation strategy, including permissible asset classes and applicable guidelines, is described below Strategic Asset Allocation: Long-term asset allocation based on expected returns, volatility, and the client’s unique risk tolerance and or investment objectives
- newcovenanttrust. com
ASSET ALLOCATION The Committee is guided by the philosophy that asset allocation is a significant determinant of long-term investment returns The actual asset allocation should be within the following minimum and maximum market value levels for each category: Asset Category Range
- IPS Template - ERISA - TIAA
The Lifecycle and Targeted Retirement Date funds, which provide participants with age appropriate asset allocation, are designated as the default funding option in the Plan
- TEXAS PERMANENT SCHOOL FUND (TPSF)
Review asset allocation and determine whether there is a place for this type of specialized investment within PSF’s most current asset allocation Establish an annual cash return benchmark for the funds that is comparable to a generally accepted and appropriate index Determine amount of investment Determine investment timeline
- Investment Strategy Template
The targeted asset allocation will recognise the need to have a diversified asset mix, however, given the long term investment horizon of the members (of up to [___] years until life expectancy) and the [lack of significant] assets outside of superannuation, the allocation will have a [strong growth capital preservation] asset bias and be
- DEPARTMENT OF PROFESSIONAL AND FINANCIAL REGULATION
An appropriate allocation of assets in the amount of the Interest Maintenance Reserve (IMR), whether positive or negative, shall be used in any asset adequacy analysis
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