Seniors’ Resource Center-Exhibit A (Investment Policy): Diversification
All investments shall conform to the “Prudent Man” rule governing [...]
All investments shall conform to the “Prudent Man” rule governing [...]
SRC recognizes that all investments go through cycles and therefore [...]
All assets will be readily marketable.
Equity holdings may be selected from the New York, American, [...]
The portfolio may invest in appropriately liquid preferred stocks, corporate [...]
The portfolio may invest in commercial paper, Treasury obligations, certificates [...]
Academic research suggests that the decision as to how to [...]
SRC views itself as a low/moderate risk taker with regard [...]
For the purposes of planning, the time horizon for most [...]
All invested cash shall be managed to achieve the following [...]