Seniors’ Resource Center-Exhibit A (Investment Policy): Marketability of Assets
All assets will be readily marketable.
Seniors’ Resource Center-Exhibit A (Investment Policy): Equities
Equity holdings may be selected from the New York, American, [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Fixed Income
The portfolio may invest in appropriately liquid preferred stocks, corporate [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Cash and Equivalents
The portfolio may invest in commercial paper, Treasury obligations, certificates [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Asset Allocation
Academic research suggests that the decision as to how to [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Risk Tolerance
SRC views itself as a low/moderate risk taker with regard [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Time Horizon/Volatility
For the purposes of planning, the time horizon for most [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Investment Objectives
All invested cash shall be managed to achieve the following [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Responsibility
The Board of Directors shall designate amounts to invest upon [...]
Seniors’ Resource Center-Exhibit A (Investment Policy): Goal
The goal of investing shall be a prudent, optimum utilization [...]