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RESOLUTION: GBR-1999-11-1 USTCAF Fund Investment Guidelines
Resolution
GBR-1999-11-1
Title
USTCAF Fund Investment Guidelines
Content
Purpose

This document specifies the guideline for how USTCAF fund should be invested.

Detail

* The basic principle is to have a 50/50 split of stock market, and short term cash.

* At 15 days past the start of each quarter, no more than 60%, and no less than 40%, of the total AF fund should be invested in a stock market index fund, preference is given to ones ones tracking S&P500.

* At 15 days past the start of each quarter, No more than 60%, and no less than 40%, of the total AF fund should be invested in a money market fund, or similar cash-equivalent instrument.

* The AF portforlio is to be evaluated at the end of each quarter. Investment adjustment is only made during the first 15 days of each quarter.

* We have chosen to consolidate all of our bank and CD account, and move everything to the brokerage account we have with Schwab.

Add'l info
Author
Li, Xun
Sponsors
Liu Dongzi, Li Xiaojun
Last Change
2002-03-21
 

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