Short term investment grade fund
[DOC File]INVESTMENT POLICY
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Time Horizon: The investment guidelines are based on long-term investment horizon (over a 20-year period) so interim fluctuations should be viewed with appropriate perspectives. Similarly, the Fund’s strategic asset allocation is based on this long-term perspective. Short-term liquidity requirements are determined by the Investment committee and according to the BSA Spending Policy procedures.
[DOC File]Mutual Fund Course 300 Answers - bivio
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Very short-term investments, such as money-market funds, are the only ways to truly safeguard against losses. Sometimes even the best-diversified portfolio loses money. 3. C. is correct. Diversifying by investment and asset class are most important. Diversifying by sub-asset class is secondary. 4. B. is correct. Owning multiple companies is diversification by investment, while owning a mix of ...
[DOC File]Investment Policy of the Christian Reformed Church
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Other approved short-term investments of high quality and marketability. B. Publicly traded common stocks, preferred stocks and convertible securities of companies which have capable and ethical management and are not subject to undue risk. C. Publicly traded bonds and notes of investment grade. In most cases it is expected that the investments will be at least A-rated securities. IX. Gifts ...
[DOC File]TRUE/FALSE - Personal Finance
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Saving and investing help meet short-term goals but are not useful for meeting long-term goals. 6. Retirement planning need not begin until you reach middle age. 7. Planning a wedding and buying a car are generally considered to be medium-term goals. 8. Return on investment is a percentage that indicates the amount an investment has grown. 9. The higher the risk you are willing to accept, the ...
[DOCX File]Scope of the Investment Policy - ECFA
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Understanding that risk is present in all types of securities and investment styles, the Finance Committee recognizes that some risk is necessary to produce long-term investment results sufficient to meet the fund’s objectives. However, investment managers are to make reasonable efforts to control risk, and they will be evaluated regularly to ensure that the risk assumed is commensurate with ...
[DOC File]Stocktrak
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The clients of the fund have specified capital appreciation as the main investment objective and have no short-term cash needs. Your challenge will be to design and execute an investment strategy that satisfies the client over the 11 week investment period. Your grade for this project is based on several factors as outlined on page three. Each student will be responsible for articulating the ...
[DOCX File]Investor Education: Stock research, tools, publication ...
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Vanguard Short-Term Inflation Protected Securities (VTIP) iShares Short Treasury Bond (SHV) iShares National Muni Bond (MUB) iShares iBoxx Investment Grade Corporate Bond (LQD) International Bonds. Vanguard Total International Bond (BNDX) Vanguard Emerging Markets Government Bond (VWOB) Fidelity Go. Domestic Stocks. iShares Core S&P 500 (IVV) iShares Core S&P Small-Cap (IJR) …
[DOCX File]Highlights - Financial Advisors | Morningstar
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Funds in the Canadian Short Term Fixed Income category must invest at least 90% of their fixed income holdings in fixed-income securities denominated in Canadian dollars with an average duration of less than 3.5 years. In addition, these funds must invest primarily in investment-grade fixed-income securities, such that the average credit quality of the portfolio as a whole is investment grade ...
[DOCX File]Annual Investment Report (Including Deposits) Worksheet
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Short-term investment agreements in which an investor buys securities, usually U.S. government securities, from a seller and the seller agrees to repurchase them at a later date for a slightly higher price that is negotiated between the parties. Such arrangements function as money market investments with either a fixed maturity date, often overnight, or an open term, in which they are callable ...
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