portfolio management definition

portfolio management means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;

portfolio management means portfolio management as defined in Article 4(1)(8) of Directive 2014/65/EU;

portfolio management or “PM” shall mean the platform provided by the Company via its Website and/or any relevant mobile application/s giving the Client the ability either to become a Portfolio Manager and/ or a PM Investor.

Examples of portfolio management in a sentence

• The Absorbing SICAV shall be subrogated in the rights and obligations arising from the commitments entered into by the Portfolio Management Company on behalf of the Absorbed Fund, without recourse against said Portfolio Management Company.

• The Chief Executive Officer of the Portfolio Management Company shall have full powers with the power to substitute itself for the purpose of carrying out the transaction successfully, and in particular: - To approve the valuation of the assets and final exchange ratio.

• The Absorbing SICAV declares it agrees to assume and wishes to accept in place of the Portfolio Management Company: - All the liabilities of the Absorbed Fund as they may appear on the merger date; - Fees and expenses of any kind, without exception or reservation, that will fall to the Portfolio Management Company on behalf of the Absorbed Fund as a result of its dissolution and liquidation as a consequence of the merger, and in particular any tax charges that may become payable.

• By contributing the securities of the Absorbed Fund to the Absorbing SICAV, the Portfolio Management Company is turning the Absorbed Fund into a sub-fund of the SICAV.

• In revising this policy, the Board shall refer to the Loan Portfolio Management booklet, A-LPM, of the Comptroller’s Handbook.

More Definitions of portfolio management

portfolio management means undertaking on behalf of a client (whether on a discretionary authority granted by the customer or otherwise):

portfolio management means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments.

portfolio management means a discretionary mandate given by you (the Client) to the Company whereby the Company shall be granted full authority to manage the assets held in your IB account for the explicit purpose of generating positive asset returns for the (the Client’s benefit).

portfolio management means portfolio management as defined in Article 4(1)(8) of

portfolio management means an activity where a client’s assets are managed in accordance with mandates given by clients on a discretionary client-by-client basis, meaning the investment of such assets under predetermined criteria into financial instruments, and to manage such investments on behalf of the client, where the risks related to such financial instruments and the yields produced by them (gains and losses) shall be borne directly by the client;

portfolio management means the management of portfolios of investments, including those owned by pension funds, in accordance with mandates given by investors on a discretionary, client-by-client basis, where such portfolios include one or more instruments listed in Annex I, Section C to Directive 2004/39/EC;

portfolio management means managing of investment portfolios in accordance with mandates given by clients on a discretionary client-by-client basis and where such investment portfolios include one or more financial instruments;