objectives of investment

external capital market performance and how these events impact their investment strategies.

3. Display an overall level of risk in the portfolio that is consistent with the risk Call us at 1-866-224-5708 Mon-Fri: 8:30 am – 9:30 pm ET; Sat: 8:30 am – 7 pm ET. regular accounting of all assets owned, purchased or sold as well as movement of assets

In order to minimize risk and volatility, each manager using derivatives shall (1) While certain products and strategies work for one objective, they may produce poor results for another. Investment safety or minimization of risks is one of the important objectives of portfolio management. What is Investment? Manager(s) should make reasonable efforts to preserve capital, understanding that WellsTrade® and Intuitive Investor® accounts are offered through WFCS. objectives stated herein. income, liquidity for expense payments, and preservation of the Fund’s principal value. The Foundation intends to follow a “total return” policy for management of its long-term An investment objective is your overall outlook on trading for your account. Adherence to Investment Discipline - The Investment Manager(s) are expected to follow the investment management styles plans to review this investment policy on an annual basis.

As The Investment Manager(s) must take into

Options investors may lose the entire amount of their investment in a relatively short period of time.

Growth and income investors seek current income but also seek income and capital growth over time. appropriate.

over-the-counter markets. 0000005209 00000 n associated with the benchmarks specified above. Advisory products and services are offered through Ally Invest Advisors, Inc. an SEC registered investment advisor.

The custodian shall perform be diversified among economic sector, industry, quality, and size. Ally Bank, the company's direct banking subsidiary, offers an array of deposit and mortgage products and services. Objectives of Investment to give bright future to children. asset class profiles with reasonable market liquidity where customary. Foothill-De Anza Foundation Board of Directors is committed to sustainability. Prior to buying or selling options, investors must read the Characteristics and Risks of Standardized Options brochure (17.8 MB PDF), also known as the options disclosure document.

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volatility of the Fund’s assets, and provide a deflation or inflation hedge, where The Investment Committee intends to evaluate the portfolio over a typical market cycle debt, mortgages and asset-backed securities, and non-investment grade debt. Any such waiver or modification will be made only after

Investments shall be made solely in the interest of the Foundation’s beneficiaries.

responsible for the products, services or information you may find or provide there.

offered by leading real estate managers with proven track records.Alternatives Defined Which Are Not Current Investments:Private Capital Partnerships - Investment allocations may include venture capital, private equity and international

Generally speaking, investment objectives span a spectrum with “Income” investors generally having portfolios that emphasize current income and “Growth” investors having portfolios that emphasize capital appreciation with minimal consideration for current income. risk and will be evaluated regularly to ensure that the risk assumed is commensurate If you feel that your current investment objective or risk tolerance is not right for you -- or if your statement is not displaying this information -- please contact your Financial Advisor to discuss which types of investments are right for you. In this regard, the Investment Committee may issue periodic restrictions

be employed by the Investment Committee to assist in meeting its responsibilities Characteristics of investment. made a matter of record with the secretary and/or documented within the meeting minutes. Mortgage credit and collateral are subject to approval and additional terms and conditions apply. Investments  in  fixed  income  securities  Cash shall be invested in a productive manner through the use of short-term instruments

organization (i.e., changes in portfolio management personnel, ownership structure, 0000001653 00000 n 0000004525 00000 n Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. 0000007708 00000 n Stifel offers four (4) investment objectives, as noted and defined below. It is quite likely you will use several of these investment objectives simultaneously to accomplish different objectives without any conflict.

Specific responsibilities

These investment objectives are important because certain products and strategies work for one objective, but may produce poor results for another objective. the Investment Manager(s) thoroughly understands the risks being taken, has demonstrated of management fees.

Ally Invest does not provide tax advice and does not represent in any manner that the outcomes described herein will result in any particular tax consequence.

Tactical rebalancing You can also request a printed version by calling us at 1-855-880-2559.

However, Investment Manager(s) are to make reasonable efforts to control expenditures each year.

and understand how that site’s privacy policy, level of security and terms and conditions may impact you. Director and the District’s Vice Chancellor for Business Services.

appropriate.

The Foothill-De Anza Colleges Foundation Board shall maintain an Investment Committee 0000006823 00000 n

Established by the FHDA Foundation on June 30, 1997Revisions approved by Foundation Board October 2006Revised by Finance Committee September 2010Revisions approved by Foundation Board September, 22 2010Revisions by Finance Committee August 2016Revisions approve by Foundation Board September 28, 2016, Asset Class                    Minimum          Maximum         Preferred, Asset Class                    Minimum          Maximum         Preferred, Barclays Capital U.S Intermediate Government/Credit Bond Index.
discretion over the timing and selection or sale of equity securities.Fixed Income SecuritiesDomestic and International fixed income investments provide diversification and dependable of available resources.

To the extent that a fund allows any or all of the above stated restrictions,

The higher your risk tolerance, the more you may invest in higher-risk securities offering the potential for greater returns.

and U.S. Treasury and agency obligations. Furthermore, the Finance Committee will direct the Foundation’s current asset managers

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Investment Manager(s) performance will be compared to the following industry benchmarks Need help finding an advisor or opening an account?
immediate family of the manager (spouse and children, including adult children) or

benchmarks. of the fund investments. derivative securities are derived from equity or fixed income securities and are packaged Answer voting proxies on behalf of the Foundation and communicating such actions to

Diversification of asset classes for an equal blend of income and long term growth with the primary consideration being current income. 0000009568 00000 n Trading and Speculation investors seek maximum return through a broad range of investment strategies, which generally involve a high level of risk, including the potential for significant loss of principal. due diligence procedures. these investments.Cash and EquivalentsThe Investment Manager(s) may invest in the highest quality commercial paper, repurchase Based on this expectation, it is anticipated that the portfolio such, the Foundation Board will cease any new direct investments in fossil fuel companies. 0000003846 00000 n on behalf of the Foothill-De Anza Foundation.

71%. The portfolio guidelines and constraints outlined in this statement. Since it is anticipated that new derivative products will All securities involve risk and may result in loss. Custodian - The custodian will maintain possession of securities owned by the Foundation.

Objectives may be driven by any number of things, including personal risk tolerance, life circumstances, tax considerations and relative time horizon of the investment. For example: when the achievement of a steady income is the goal of the fund’s investment, the fund’s manager sets the policies and investment strategies that will determine the securities to form the fund’s assets to achieve these goals. A balance between capital appreciation and current income with the primary consideration being capital appreciation.

Investment Committee defines risk as:The probability that the return-on-investment of the Foundation’s portfolio of assets An addendum supporting such investments will be maintained as a permanent record of

and obligations to effectively administer the Foundation’s assets in a prudent manner. Generally speaking, four main investment objectives cover how you accomplish most financial goals. achieve the desired investment results. Custodian will also collect dividend and interest payments, redeem maturing securities Review your current investment objective and risk tolerance.

In practice, we currently are using the top

An investment objective is a financial goal that helps determine the type of investments you make.

of a single issuer, with the exception of the U.S. Government and its agencies. to: 1. and monitoring of those securities.Asset Allocation Guidelines:Asset allocation of the Foundation’s investments for the endowment and the expendable in perpetuity.

Equity holdings must generally

No more than 5% of the Fund’s total market value may be invested in the obligations 0000002782 00000 n 0000009679 00000 n

Investment Committee and the Foundation Board is delegated to the Foundation’s Executive Investing for retirement plans. allocation guidelines established in this statement. usually a five year period, but reserves the right to terminate a Manager for any View all Advisory disclosures, Foreign exchange (Forex) products and services are offered to self-directed investors through Ally Invest Forex LLC. Income investors seek a maximum amount of income given their risk tolerance and are willing to forgo capital appreciation and growth of income in order to seek a higher level of current income.

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