Permitted Investments definition: Copy, customize, and use instantly
Introduction
The term "Permitted Investments" refers to the types of investments that are authorized under the terms of a contract, agreement, or policy. These investments are typically defined to ensure they align with specific guidelines or restrictions set by the parties involved. Clarifying permitted investments is crucial to maintaining compliance and managing financial risk in business or legal contexts.
Below are various examples of how "Permitted Investments" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Permitted Investments" as approved assets
This definition ties "Permitted Investments" to assets that have been authorized by the contract or policy.
"Permitted Investments" means investments in assets or securities that are expressly approved by the parties in accordance with the terms of this agreement, including but not limited to government bonds, high-grade corporate securities, or other liquid financial instruments.
Definition of "Permitted Investments" as low-risk investments
This definition connects "Permitted Investments" to low-risk assets.
"Permitted Investments" refers to low-risk, highly liquid investments such as government securities, certificates of deposit, and money market instruments, which meet the safety and stability criteria outlined in this agreement.
Definition of "Permitted Investments" as specified securities
This definition links "Permitted Investments" to specific types of securities.
"Permitted Investments" means those securities, including stocks, bonds, or other financial instruments, which are specifically authorized by this agreement and comply with the prescribed risk and return parameters.
Definition of "Permitted Investments" as investment-grade assets
This definition applies "Permitted Investments" to investment-grade assets.
"Permitted Investments" refers to investments in assets with a minimum credit rating of 'BBB' or equivalent, as determined by a recognized credit rating agency, and which meet the risk tolerance criteria set forth in this agreement.
Definition of "Permitted Investments" as short-term investments
This definition ties "Permitted Investments" to short-term instruments.
"Permitted Investments" means investments that are short-term in nature, with a maturity of no longer than one year, and that are backed by high-quality, low-risk collateral such as treasury bills or other short-term instruments.
Definition of "Permitted Investments" as liquid investments
This definition connects "Permitted Investments" to liquid financial instruments.
"Permitted Investments" refers to investments in liquid assets that can be easily converted into cash, including money market funds, government debt securities, or publicly traded stocks.
Definition of "Permitted Investments" as diversification-compliant investments
This definition links "Permitted Investments" to diversification requirements.
"Permitted Investments" means investments that comply with the diversification requirements set forth in this agreement, ensuring that no single investment constitutes a disproportionate amount of the total portfolio.
Definition of "Permitted Investments" as high-quality investments
This definition ties "Permitted Investments" to high-quality, secure assets.
"Permitted Investments" refers to investments in securities or assets that are deemed high-quality by recognized standards, such as those rated 'A' or higher by credit rating agencies, ensuring the protection of principal.
Definition of "Permitted Investments" as real estate
This definition connects "Permitted Investments" to real estate assets.
"Permitted Investments" means investments in real estate properties that meet the criteria of this agreement, which may include commercial or residential properties with a demonstrated potential for stable returns.
Definition of "Permitted Investments" as mutual funds
This definition links "Permitted Investments" to mutual fund investments.
"Permitted Investments" refers to investments in mutual funds or exchange-traded funds (ETFs) that are diversified and align with the risk profile established in this agreement.
Definition of "Permitted Investments" as equity securities
This definition applies "Permitted Investments" to equity investments.
"Permitted Investments" means investments in publicly traded equity securities or stocks of companies listed on major exchanges that meet the quality and financial stability criteria established by the agreement.
Definition of "Permitted Investments" as bonds and debt securities
This definition ties "Permitted Investments" to bonds and other debt securities.
"Permitted Investments" refers to investments in bonds, notes, or other debt securities that are issued by government entities or investment-grade corporations, as well as other fixed-income instruments.
Definition of "Permitted Investments" as foreign currency instruments
This definition connects "Permitted Investments" to foreign currency assets.
"Permitted Investments" means investments in foreign currency instruments or exchange-traded funds that track foreign currency indices, provided they comply with the currency diversification and risk guidelines outlined in this agreement.
Definition of "Permitted Investments" as exchange-traded products
This definition applies "Permitted Investments" to exchange-traded products.
"Permitted Investments" refers to investments in exchange-traded products, including ETFs, stocks, and other listed securities, that meet the risk profile and diversification requirements established by this agreement.
Definition of "Permitted Investments" as private equity
This definition ties "Permitted Investments" to private equity.
"Permitted Investments" means investments in private equity funds, venture capital funds, or direct equity in private companies, provided they align with the risk and return parameters set forth in this agreement.
Definition of "Permitted Investments" as infrastructure investments
This definition connects "Permitted Investments" to infrastructure assets.
"Permitted Investments" refers to investments in infrastructure projects, such as roads, bridges, or energy facilities, that meet the criteria of long-term stability and return outlined in this agreement.
Definition of "Permitted Investments" as alternative investments
This definition links "Permitted Investments" to alternative assets.
"Permitted Investments" means investments in alternative assets such as hedge funds, private debt, or commodities, as long as they comply with the diversification and risk management guidelines outlined in this agreement.
Definition of "Permitted Investments" as government-backed securities
This definition applies "Permitted Investments" to government-backed securities.
"Permitted Investments" refers to investments in government-backed securities, including treasury bonds, government bonds, and securities issued by federal or state authorities, which meet the safety standards outlined in this agreement.
Definition of "Permitted Investments" as non-speculative investments
This definition connects "Permitted Investments" to low-risk, non-speculative assets.
"Permitted Investments" means investments that are non-speculative and that align with the conservative investment strategy specified in this agreement, such as government securities and blue-chip stocks.
Definition of "Permitted Investments" as authorized financial instruments
This definition ties "Permitted Investments" to financial instruments explicitly approved in the agreement.
"Permitted Investments" means financial instruments that are expressly authorized by this agreement, including high-grade corporate bonds, government securities, and publicly traded stocks.
Definition of "Permitted Investments" as secure assets
This definition connects "Permitted Investments" to low-risk, secure assets.
"Permitted Investments" refers to assets that are considered low-risk and secure, such as government bonds, treasury bills, and certificates of deposit.
Definition of "Permitted Investments" as liquid assets
This definition links "Permitted Investments" to liquid, easily marketable assets.
"Permitted Investments" means investments in liquid assets, including money market funds, publicly traded stocks, and short-term government securities that can be quickly converted into cash.
Definition of "Permitted Investments" as diversified portfolio
This definition applies "Permitted Investments" to a diversified portfolio.
"Permitted Investments" refers to a diversified portfolio of investments designed to minimize risk, including a mixture of equity securities, bonds, and money market instruments.
Definition of "Permitted Investments" as investment-grade securities
This definition ties "Permitted Investments" to high-quality, investment-grade securities.
"Permitted Investments" means investments in securities that carry an investment-grade rating, such as bonds rated 'BBB' or higher by a recognized rating agency.
Definition of "Permitted Investments" as short-term debt securities
This definition connects "Permitted Investments" to short-term debt instruments.
"Permitted Investments" refers to short-term debt securities with maturities not exceeding one year, such as commercial paper or treasury bills.
Definition of "Permitted Investments" as non-speculative assets
This definition applies "Permitted Investments" to non-speculative, stable assets.
"Permitted Investments" means non-speculative assets that meet the stability criteria set forth in this agreement, including government bonds, blue-chip stocks, and investment-grade bonds.
Definition of "Permitted Investments" as corporate bonds
This definition links "Permitted Investments" to corporate bonds.
"Permitted Investments" refers to corporate bonds issued by companies with a credit rating of 'A' or higher and with a maturity period consistent with the investment strategy.
Definition of "Permitted Investments" as equity securities
This definition connects "Permitted Investments" to equity investments.
"Permitted Investments" means investments in publicly traded equity securities, including common stocks and exchange-traded funds (ETFs), that meet the liquidity and risk parameters established in this agreement.
Definition of "Permitted Investments" as municipal bonds
This definition applies "Permitted Investments" to municipal bonds.
"Permitted Investments" refers to investments in municipal bonds issued by state or local government entities, subject to the risk and rating criteria outlined in this agreement.
Definition of "Permitted Investments" as real estate investments
This definition ties "Permitted Investments" to real estate.
"Permitted Investments" means investments in real estate assets that meet the criteria specified in this agreement, including commercial, residential, or mixed-use properties.
Definition of "Permitted Investments" as infrastructure assets
This definition connects "Permitted Investments" to infrastructure.
"Permitted Investments" refers to investments in infrastructure assets such as highways, airports, and renewable energy projects that align with long-term stability and return criteria.
Definition of "Permitted Investments" as international securities
This definition links "Permitted Investments" to international assets.
"Permitted Investments" means investments in international securities, including foreign government bonds and international corporate equities, subject to the diversification and risk limits established in this agreement.
Definition of "Permitted Investments" as mutual funds
This definition applies "Permitted Investments" to mutual funds.
"Permitted Investments" refers to investments in diversified mutual funds or exchange-traded funds (ETFs), which meet the risk-return profile specified in this agreement.
Definition of "Permitted Investments" as private equity funds
This definition ties "Permitted Investments" to private equity funds.
"Permitted Investments" means investments in private equity funds, venture capital funds, or other private investments, provided that they meet the risk and return requirements of this agreement.
Definition of "Permitted Investments" as hedge funds
This definition connects "Permitted Investments" to hedge funds.
"Permitted Investments" refers to investments in hedge funds that follow established risk parameters, with an emphasis on risk-adjusted returns and liquidity.
Definition of "Permitted Investments" as foreign currency instruments
This definition links "Permitted Investments" to foreign exchange markets.
"Permitted Investments" means investments in foreign currency instruments or foreign exchange-traded funds (ETFs) that comply with the diversification and risk management guidelines outlined in this agreement.
This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.