Eligible Investments definition: Copy, customize, and use instantly
Introduction
The term "Eligible Investments" refers to specific types of assets or securities that meet predefined criteria for investment under a contract, agreement, or regulatory framework. These investments are often subject to restrictions to ensure safety, liquidity, or compliance with contractual or regulatory standards. It is essential to clearly define "Eligible Investments" in contracts to avoid disputes and ensure compliance.
Below are various examples of how "Eligible Investments" can be defined in different contexts. Copy the one that fits your needs, customize it, and use it in your contract.
Definition of "Eligible Investments" as for cash-equivalent assets
This definition ties "Eligible Investments" to highly liquid, low-risk assets.
"Eligible Investments" means cash or cash-equivalent securities, including U.S. Treasury bills, certificates of deposit issued by highly rated financial institutions, or commercial paper rated at least A-1 or P-1 by recognized rating agencies.
Definition of "Eligible Investments" as for government securities
This definition connects "Eligible Investments" to sovereign debt instruments.
"Eligible Investments" refers to debt securities issued or guaranteed by the government of [Insert Country], its agencies, or instrumentalities, with a remaining maturity of no more than one year.
Definition of "Eligible Investments" as for municipal bonds
This definition links "Eligible Investments" to tax-exempt bonds.
"Eligible Investments" means tax-exempt municipal bonds rated at least AA by a recognized rating agency, with a maturity not exceeding [Insert Period, e.g., five years].
Definition of "Eligible Investments" as for investment-grade corporate debt
This definition applies "Eligible Investments" to corporate bonds with high credit ratings.
"Eligible Investments" refers to corporate bonds or notes rated at least BBB- by Standard & Poor’s or Baa3 by Moody’s, with a remaining maturity not exceeding [Insert Period].
Definition of "Eligible Investments" as for diversified mutual funds
This definition ties "Eligible Investments" to collective investment vehicles.
"Eligible Investments" means shares or units in mutual funds or money market funds that invest solely in securities meeting the eligibility criteria defined in this agreement.
Definition of "Eligible Investments" as for repurchase agreements
This definition ties "Eligible Investments" to repurchase agreements backed by high-quality securities.
"Eligible Investments" means repurchase agreements collateralized by securities that meet the criteria of this agreement, provided the counterparty is a financial institution rated at least A or equivalent by a recognized rating agency.
Definition of "Eligible Investments" as for sovereign debt from multiple countries
This definition connects "Eligible Investments" to sovereign debt across various jurisdictions.
"Eligible Investments" refers to debt securities issued or guaranteed by the governments of G7 countries or other approved sovereign entities, with maturities not exceeding [Insert Period].
Definition of "Eligible Investments" as for bank deposits
This definition links "Eligible Investments" to insured or highly rated bank deposits.
"Eligible Investments" means deposits held with banks or financial institutions rated at least A by Standard & Poor's or equivalent, or fully insured by the Federal Deposit Insurance Corporation (FDIC) or similar programs.
Definition of "Eligible Investments" as for short-term money market instruments
This definition applies "Eligible Investments" to highly liquid, short-term instruments.
"Eligible Investments" refers to money market instruments, including banker’s acceptances, commercial paper, and short-term notes, with maturities of less than [Insert Period] and ratings of at least A-1 or equivalent.
Definition of "Eligible Investments" as for index-tracking ETFs
This definition ties "Eligible Investments" to exchange-traded funds that track indices.
"Eligible Investments" means shares or units of exchange-traded funds (ETFs) that replicate or track recognized market indices, provided the fund invests only in securities that meet the eligibility criteria of this agreement.
Definition of "Eligible Investments" as for collateralized loan obligations (CLOs)
This definition connects "Eligible Investments" to securitized debt instruments.
"Eligible Investments" refers to collateralized loan obligations rated at least AAA by a recognized rating agency, provided the underlying assets meet the credit quality requirements specified in this agreement.
Definition of "Eligible Investments" as for fixed-income securities
This definition links "Eligible Investments" to stable income-generating assets.
"Eligible Investments" means fixed-income securities, including bonds and debentures, with a minimum rating of BBB or equivalent and maturities of less than [Insert Period].
Definition of "Eligible Investments" as for equity securities in blue-chip companies
This definition applies "Eligible Investments" to equity holdings in stable, large-cap companies.
"Eligible Investments" refers to equity securities issued by blue-chip companies listed on recognized stock exchanges, with a market capitalization exceeding [Insert Threshold] and a history of consistent dividend payments.
Definition of "Eligible Investments" as for sustainable or ESG-compliant assets
This definition ties "Eligible Investments" to sustainable investments.
"Eligible Investments" means securities or assets classified as environmentally sustainable or compliant with environmental, social, and governance (ESG) criteria, provided they meet the credit or risk standards of this agreement.
Definition of "Eligible Investments" as for real estate investment trusts (REITs)
This definition connects "Eligible Investments" to real estate-focused securities.
"Eligible Investments" refers to publicly traded real estate investment trusts (REITs) listed on recognized exchanges and meeting the financial and credit criteria defined in this agreement.
Definition of "Eligible Investments" as for treasury inflation-protected securities (TIPS)
This definition links "Eligible Investments" to inflation-adjusted government securities.
"Eligible Investments" means Treasury Inflation-Protected Securities (TIPS) issued by the U.S. Department of the Treasury or equivalent securities from other governments, with maturities of less than [Insert Period].
Definition of "Eligible Investments" as for commodities or commodity-backed instruments
This definition applies "Eligible Investments" to commodity-related assets.
"Eligible Investments" refers to commodities or commodity-backed instruments, such as gold or silver exchange-traded products, that meet the criteria outlined in this agreement for risk and liquidity.
Definition of "Eligible Investments" as for inflation-linked bonds
This definition ties "Eligible Investments" to bonds that adjust for inflation.
"Eligible Investments" means inflation-linked bonds issued by governments or corporations, provided they meet the minimum credit rating requirements specified in this agreement.
Definition of "Eligible Investments" as for preferred stock
This definition connects "Eligible Investments" to dividend-yielding preferred shares.
"Eligible Investments" refers to preferred shares of companies with a credit rating of at least BBB or equivalent and a consistent history of dividend payments.
Definition of "Eligible Investments" as for subordinated debt
This definition links "Eligible Investments" to higher-risk, higher-return debt instruments.
"Eligible Investments" means subordinated debt instruments issued by financial institutions or corporations, provided such instruments have a minimum rating of BBB and meet the other risk thresholds specified in this agreement.
Definition of "Eligible Investments" as for securities in emerging markets
This definition applies "Eligible Investments" to assets in emerging economies.
"Eligible Investments" refers to sovereign or corporate debt securities issued in emerging markets, provided they meet the minimum risk and credit rating standards outlined in this agreement.
Definition of "Eligible Investments" as for sovereign wealth fund instruments
This definition ties "Eligible Investments" to instruments managed by sovereign funds.
"Eligible Investments" means securities or investments managed by sovereign wealth funds, provided such investments meet the liquidity, credit rating, and other criteria specified in this agreement.
Definition of "Eligible Investments" as for pension-backed securities
This definition connects "Eligible Investments" to instruments backed by pension funds.
"Eligible Investments" refers to securities backed by pension fund assets, provided such instruments comply with the safety and liquidity standards required under this agreement.
Definition of "Eligible Investments" as for banker's acceptances
This definition links "Eligible Investments" to trade-finance instruments.
"Eligible Investments" means banker’s acceptances issued by financial institutions with a credit rating of at least A, and with maturities not exceeding [Insert Period].
Definition of "Eligible Investments" as for high-quality collateral
This definition ties "Eligible Investments" to assets accepted as collateral.
"Eligible Investments" means assets that qualify as high-quality collateral under the criteria set forth in this agreement, including cash, government bonds, and other securities rated at least A or equivalent.
Definition of "Eligible Investments" as for callable securities
This definition connects "Eligible Investments" to callable bonds or notes.
"Eligible Investments" refers to callable securities issued by governments or corporations with a minimum credit rating of BBB or equivalent, provided their call dates are consistent with the agreement’s liquidity requirements.
Definition of "Eligible Investments" as for zero-coupon bonds
This definition links "Eligible Investments" to non-interest-paying bonds.
"Eligible Investments" means zero-coupon bonds issued by governments or corporations with a minimum credit rating of A or equivalent, and maturities that align with the agreement’s terms.
Definition of "Eligible Investments" as for sovereign wealth-backed instruments
This definition applies "Eligible Investments" to investments sponsored by sovereign wealth funds.
"Eligible Investments" refers to debt or equity instruments backed by sovereign wealth funds, provided such investments meet the credit quality and liquidity standards outlined in this agreement.
Definition of "Eligible Investments" as for renewable energy projects
This definition ties "Eligible Investments" to sustainable energy assets.
"Eligible Investments" means securities or bonds issued to finance renewable energy projects, including wind, solar, and hydroelectric facilities, provided such securities meet the credit and compliance criteria defined in this agreement.
Definition of "Eligible Investments" as for securitized consumer loans
This definition connects "Eligible Investments" to securitized retail lending.
"Eligible Investments" refers to securities backed by pools of consumer loans, such as auto loans or credit card receivables, with a minimum credit rating of A or equivalent.
Definition of "Eligible Investments" as for equities in high-growth sectors
This definition links "Eligible Investments" to equity in specific industries.
"Eligible Investments" means equity securities issued by companies in high-growth sectors, such as technology or healthcare, listed on recognized stock exchanges and meeting the agreement’s market capitalization thresholds.
Definition of "Eligible Investments" as for depositary receipts
This definition applies "Eligible Investments" to international equity instruments.
"Eligible Investments" refers to American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs), or similar instruments representing equity securities in foreign companies, provided they meet the eligibility criteria in this agreement.
Definition of "Eligible Investments" as for inflation-protected municipal bonds
This definition ties "Eligible Investments" to municipal securities with inflation adjustments.
"Eligible Investments" means inflation-protected municipal bonds issued by state or local governments, with a minimum credit rating of AA or equivalent and a maturity not exceeding [Insert Period].
Definition of "Eligible Investments" as for publicly traded infrastructure funds
This definition connects "Eligible Investments" to infrastructure-focused investments.
"Eligible Investments" refers to publicly traded funds or trusts investing in infrastructure assets such as transportation, utilities, or communication networks, provided they meet the credit and risk standards of this agreement.
Definition of "Eligible Investments" as for green-certified investments
This definition links "Eligible Investments" to environmentally certified assets.
"Eligible Investments" means securities certified as "green" investments under internationally recognized standards, provided they meet the credit quality and liquidity requirements specified in this agreement.
Definition of "Eligible Investments" as for short-term sovereign securities
This definition applies "Eligible Investments" to government securities with short maturities.
"Eligible Investments" refers to sovereign debt securities with maturities of less than [Insert Period], issued by governments rated at least AA or equivalent by recognized credit rating agencies.
Definition of "Eligible Investments" as for specialized industry bonds
This definition ties "Eligible Investments" to bonds tied to specific sectors.
"Eligible Investments" means bonds issued by companies in specialized industries, such as pharmaceuticals or aerospace, provided the bonds are rated at least BBB or equivalent and meet the maturity restrictions in this agreement.
Definition of "Eligible Investments" as for pension-backed debt instruments
This definition connects "Eligible Investments" to assets tied to pension obligations.
"Eligible Investments" refers to debt instruments secured by pension funds or similar obligations, provided such instruments meet the minimum credit rating and liquidity standards outlined in this agreement.
Definition of "Eligible Investments" as for sovereign-backed corporate bonds
This definition links "Eligible Investments" to corporate debt with sovereign guarantees.
"Eligible Investments" means corporate bonds guaranteed by sovereign entities, provided the issuer and guarantor meet the credit quality and compliance criteria specified in this agreement.
Definition of "Eligible Investments" as for securities in regulated utilities
This definition applies "Eligible Investments" to utility-focused securities.
"Eligible Investments" refers to equity or debt securities issued by regulated utility companies, with a minimum credit rating of BBB and meeting the liquidity standards outlined in this agreement.
Definition of "Eligible Investments" as for foreign exchange reserves
This definition ties "Eligible Investments" to reserve currencies.
"Eligible Investments" means foreign exchange reserves held in currencies designated as eligible under this agreement, including deposits with central banks or highly rated financial institutions.
Definition of "Eligible Investments" as for asset-backed securities
This definition connects "Eligible Investments" to securities backed by asset pools.
"Eligible Investments" refers to asset-backed securities (ABS) with a minimum credit rating of A or equivalent, backed by pools of loans, leases, or other receivables.
Definition of "Eligible Investments" as for fixed-term bank deposits
This definition links "Eligible Investments" to time-bound bank deposits.
"Eligible Investments" means fixed-term deposits with financial institutions rated at least A, with maturities of no more than [Insert Period] and fully insured or secured as per the agreement’s terms.
Definition of "Eligible Investments" as for low-volatility money market funds
This definition ties "Eligible Investments" to stable, low-risk money market funds.
"Eligible Investments" means units or shares in low-volatility money market funds that invest primarily in high-quality, short-term instruments, meeting the criteria outlined in this agreement.
Definition of "Eligible Investments" as for collateralized debt obligations (CDOs)
This definition connects "Eligible Investments" to collateralized debt instruments.
"Eligible Investments" refers to collateralized debt obligations rated at least AA by a recognized credit rating agency, provided the underlying assets meet the risk and quality standards specified in this agreement.
Definition of "Eligible Investments" as for sovereign-linked structured products
This definition links "Eligible Investments" to structured products with sovereign backing.
"Eligible Investments" means structured products backed by or linked to sovereign debt or guarantees, provided they meet the liquidity and credit rating criteria set forth in this agreement.
Definition of "Eligible Investments" as for high-yield corporate bonds
This definition applies "Eligible Investments" to corporate debt with higher risk and return.
"Eligible Investments" refers to high-yield corporate bonds rated BB or higher, provided they comply with the diversification and risk management provisions of this agreement.
Definition of "Eligible Investments" as for hybrid securities
This definition ties "Eligible Investments" to securities with equity and debt features.
"Eligible Investments" means hybrid securities, such as convertible bonds or preferred shares, with a minimum credit rating of BBB and meeting the liquidity requirements specified in this agreement.
Definition of "Eligible Investments" as for short-duration fixed income
This definition connects "Eligible Investments" to short-duration bonds.
"Eligible Investments" refers to fixed-income securities with a duration of less than [Insert Period], rated at least A or equivalent by a recognized credit rating agency.
Definition of "Eligible Investments" as for sovereign-guaranteed infrastructure bonds
This definition links "Eligible Investments" to infrastructure bonds with government guarantees.
"Eligible Investments" means bonds issued to fund infrastructure projects, guaranteed by sovereign entities or agencies, with a minimum credit rating of AA or equivalent.
Definition of "Eligible Investments" as for subordinated bonds with call protections
This definition applies "Eligible Investments" to bonds with specific structural protections.
"Eligible Investments" refers to subordinated bonds with call protection features, issued by entities rated at least A, and meeting the maturity and risk thresholds of this agreement.
Definition of "Eligible Investments" as for securities issued by multilateral institutions
This definition ties "Eligible Investments" to bonds issued by international institutions.
"Eligible Investments" means securities issued by multilateral institutions such as the World Bank, International Monetary Fund (IMF), or regional development banks, provided they meet the credit quality and maturity criteria in this agreement.
Definition of "Eligible Investments" as for perpetual bonds
This definition connects "Eligible Investments" to bonds with no fixed maturity date.
"Eligible Investments" refers to perpetual bonds issued by highly rated entities, provided they meet the creditworthiness and risk diversification requirements set forth in this agreement.
Definition of "Eligible Investments" as for securities in regulated insurance companies
This definition links "Eligible Investments" to insurance-focused securities.
"Eligible Investments" means securities issued by regulated insurance companies with a credit rating of at least A or equivalent, and meeting the liquidity requirements specified in this agreement.
Definition of "Eligible Investments" as for debt instruments in export finance
This definition applies "Eligible Investments" to export-financing securities.
"Eligible Investments" refers to debt instruments issued to fund export finance transactions, guaranteed or insured by recognized export credit agencies, and meeting the credit and risk standards of this agreement.
Definition of "Eligible Investments" as for inflation-indexed corporate bonds
This definition ties "Eligible Investments" to corporate bonds with inflation protection.
"Eligible Investments" means inflation-indexed corporate bonds issued by entities rated at least BBB or equivalent, provided the bonds meet the maturity and diversification criteria of this agreement.
Definition of "Eligible Investments" as for floating rate notes
This definition connects "Eligible Investments" to bonds with variable interest rates.
"Eligible Investments" refers to floating rate notes (FRNs) issued by governments or corporations rated A or higher, and with a maximum maturity of [Insert Period].
Definition of "Eligible Investments" as for securities in renewable energy funds
This definition links "Eligible Investments" to securities supporting renewable energy initiatives.
"Eligible Investments" means securities or bonds issued by funds that exclusively invest in renewable energy projects, provided they meet the credit and compliance criteria in this agreement.
Definition of "Eligible Investments" as for debt securities in logistics and transport
This definition applies "Eligible Investments" to transport-related assets.
"Eligible Investments" refers to debt securities issued by companies operating in logistics, transportation, or related industries, provided the securities meet the credit and maturity requirements of this agreement.
Definition of "Eligible Investments" as for securities tied to sovereign export guarantees
This definition ties "Eligible Investments" to securities backed by export credit guarantees.
"Eligible Investments" means securities issued in connection with export finance programs guaranteed by sovereign or supranational entities, provided they meet the risk and liquidity criteria outlined in this agreement.
Definition of "Eligible Investments" as for securities in high-grade utility companies
This definition connects "Eligible Investments" to investments in utility providers.
"Eligible Investments" refers to securities issued by utility companies rated at least AA or equivalent, provided they meet the diversification and liquidity standards required under this agreement.
Definition of "Eligible Investments" as for debt securities issued by public-private partnerships
This definition links "Eligible Investments" to infrastructure projects managed jointly by public and private sectors.
"Eligible Investments" means debt securities issued by public-private partnerships for infrastructure development, provided they meet the creditworthiness and liquidity criteria set forth 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.