investment management definition

investment management means the persons, companies, banks,

investment management means managing for another person, the buying, handling, selling or exchanging of securities, and includes the handling of the funds of, and giving securities advice to, that other person in connection with such activity;

investment management means that which, in an AIFMD context, would be encompassed by the portfolio management aspects of investment management.

Examples of investment management in a sentence

• Additionally, in your capacity as custodian, you will not verify the accuracy of management fees that the Customer pays to Investment Advisors or Investment Managers pursuant to the terms of the Investment Management Agreement executed between the Customer and the Investment Advisor or Investment Manager.

• The Investment Management Fees plus the surcharge applicable to the selected funds will be paid by the CASBU Member.

• The Portfolio’s Board of Trustees approved the renewal of the Portfolio’s investment management agreement (the “Portfolio Agreement”) with DWS Investment Management Americas, Inc.

• Tatton Investment Management Ltd, Tatton Onshore Tax Strategies Ltd, Paradigm Mortgage Services LLP, Paradigm Partners Ltd (the “Companies”) are wholly owned subsidiaries of TAM.

• Adviser: Client: Confluence Investment Management LLC (print Account title) Signature: Signature(s): Name: Title: Date: Name(s): Date: Address for Notices: Address for Notices: Confluence Investment Management 00 Xxxxx Xxxxxx, Suite 300 Saint Louis, MO 63119 Attention: E-mail Address: Additional Contact Party(s) (Optional): In case of unsuccessful efforts to reach Client, Client designates the following as a Contact Party(s) for this Agreement.

More Definitions of investment management

investment management means the agreement dated 8 May 2007 between the Company and Agreement" the Investment Manager as amended, supplemented or otherwise modified from time to time in accordance with the Central Bank Rules;

investment management means the persons, companies, banks, insurance company investment funds, mutual fund companies, management or any combinations of those entities that are appointed by ASRS and that have responsibility and authority for investment of the monies of ASRS.

investment management means the responsibilities set out in section 7;

investment management means the use of fund’s assets on the basis of investment decisions taken for the purpose of achieving the investment objective specified in the common fund rules or in instruments of incorporation of a collective investment undertaking;

investment management means the appreciation of a mutual fund's assets on the basis of decisions taken by the legal person performing this activity;

investment management means portfolio management and risk management;

investment management. SUB-ADVISORY FEE Applicable Average Daily Net Assets (thousands) Annual Rate ----------- ----------- $ 0 - $ 250,000 0.240 of 1% $ 250,000 - $ 1,000,000 0.230 of 1% $ 1,000,000 - $ 2,500,000 0.224 of 1% $ 2,500,000 - $ 5,000,000 0.218 of 1% $ 5,000,000 - $ 7,500,000 0.208 of 1% $ 7,500,000 - $ 10,000,000 0.205 of 1% $ 10,000,000 - $ 12,500,000 0.202 of 1% Over $ 12,500,000 0.198 of 1% APPENDIX B XXXXXXXXXX XXXXXXXXXXX XXXX ------------------------- ---------------------- ---------------------------------------------------- ---------------------- Measurement Date (taken Net Cash Flows (from Deemed additional assets Period for which from the Base Date) the Commencement deemed additional Date through the assets are attributed Measurement Date) ------------------------- ---------------------- ---------------------------------------------------- ---------------------- One year Less than $500 $500 million Base Date though the million less Net Cash Flows through the one year one year Measurement Measurement Date Date ("One Year Shortfall") ------------------------- ---------------------- ---------------------------------------------------- ---------------------- 18 Less than $1 billion $1 billion Base Date through months* less Net Cash Flows through the 18 month the one year Measurement Date Measurement Date less the One Year Shortfall (if applicable) ------------------------- ---------------------- ---------------------------------------------------- ---------------------- Two years Less than $750 $750 million One year Measurement million less Net Cash Flows through the two year Date through the two Measurement Date year Measurement Date ("Two Year Shortfall") ------------------------- ---------------------- ---------------------------------------------------- ---------------------- 30 months** Less than $1.5 $1.5 billion One year Measurement (applies if there was billion less Net Cash Flows through the 30 month Date though the 30 no Two Year Shortfall) Measurement Date month Measurement Date ------------------------- ---------------------- ---------------------------------------------------- ---------------------- 30 months** Less than $1.5 $1.5 billion One year Measurement (applies if there was a billion less Net Cash Flows through the 30 month Date though the two Two Year Shortfall) Measurement Date year Measurement Date less the Two Year Shortfall ------------------------- ---------------------- ---------------------------------------------------- ----------...