Assistant Portfolio Manager definition

Assistant Portfolio Manager means any person who, in connection with his or her regular functions or duties, assists a Portfolio Manager with the management of a Janus Fund or advisory Client. Assistant Portfolio Managers generally do not execute any independent investment decisions nor do they have final responsibilities for determining the securities to be purchased or sold on behalf of any Janus Fund or advisory Client. If in the event an Assistant Portfolio Manager has the ability to independently make investment decisions on behalf of any Janus Fund or advisory Client, then such person will be considered a Portfolio Manager for purposes of these Rules.
Assistant Portfolio Manager means any person who, in connection with his or her regular functions or duties, assists a Portfolio Manager with the management of a Janus Fund or advisory Client. Assistant Portfolio Managers do not execute any independent investment decisions nor do they have final responsibilities for determining the securities to be purchased or sold on behalf of any Janus Fund or advisory Client.

Examples of Assistant Portfolio Manager in a sentence

  • In addition to the pre-clearance requirements for Investment Personnel, Assistant Portfolio Managers must obtain prior written approval from the Portfolio Manager of the Janus Fund or advisory Client for which he or she is the Assistant Portfolio Manager.

  • If in the event an Assistant Portfolio Manager has the ability to independently make investment decisions on behalf of any Janus Fund or advisory Client, then such person will be considered a Portfolio Manager for purposes of these Rules.

  • No Portfolio Manager or Assistant Portfolio Manager shall commence service on the Board of Directors of a publicly traded company or any company in which any Fund has an interest without prior authorization from the Divisional Compliance Officer based upon a determination that the Board service would not be inconsistent with the interests of the Funds.

  • No Portfolio Manager or Assistant Portfolio Manager shall commence service on the Board of Directors of a publicly traded company or any company in which the Firm has an interest without prior authorization from the Compliance Officer based upon a determination that the Board service would not be inconsistent with the interests of the Firm.

  • His career then progressed into fund management industry when he began working as Assistant Portfolio Manager at SJ Asset Management ("SJAM") in 1995 and was appointed as the Chief Investment Officer of SJAM in 2003.

  • Brian Culpepper Portfolio Manager Since 1998Moustapha Mounah, CFA, ERP Assistant Portfolio Manager Since 2021Thomas L.

  • Mr Marcionetti is an investment analyst in the Technology, Communications and Media team and in August 2016 was appointed to the additional role of Assistant Portfolio Manager of Magellan’s Global Equities and High Conviction strategies.

  • Crawshaw Assistant Portfolio Manager 2019Buying and Selling Fund SharesYou may buy or sell shares of International Opportunities Fund on any business day by contacting the Pear Tree Funds, through mail or by phone, through your broker or financial intermediary, and, in the case of R6 Shares, by contacting your retirement plan administrator or recordkeeper.

  • Assistant Portfolio Manager Mr. Dhrushil Jhaveri: He has an experience of over 7 years in Financial Services sector.

  • Prior to this, he was an Assistant Portfolio Manager and Fixed Income Quantitative Analyst in Sydney at Futureplus Financial Services, which managed one of the biggest industries and semi-government funds in New South Wales (State).

Related to Assistant Portfolio Manager

  • Portfolio Manager means any individual employed by Loomis Sayles who has been designated as a Portfolio Manager by Loomis Sayles. A person is considered a Portfolio Manager only as to those client accounts as to which he or she is designated by the Chief Compliance Officer as such. As to other client accounts, he or she is simply an Access Person.

  • Portfolio Managers means Employees who are primarily responsible for the day-to-day management of a Client portfolio.

  • 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;

  • Discretionary Portfolio Manager means a Portfolio Manager who exercises or may, under a contract relating to portfolio management, exercise any degree of discretion as to the investments or management of the portfolio of securities or the funds of the Client, as the case may be.

  • TO Manager means TO Manager of the Agency. The Agency may change the TO Manager at any time by written notice to the TO Contractor.

  • Discretionary Portfolio Management Services means the portfolio management services rendered to the Client by the Portfolio Manager on the terms and conditions contained in the agreement, where under the Portfolio Manager exercises any degree of discretion in the investments or management of assets of the Client.

  • Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following:

  • Assistant Finance Director means the Assistant Finance Director or designee.

  • Non-Discretionary Portfolio Management Services means a portfolio management services under which the Portfolio Manager, subject to express prior instructions issued by the Client from time to time in writing, for an agreed fee structure and for a definite described period, invests in respect of the Client’s account in any type of security entirely at the Client’s risk and ensure that all benefits accrue to the Client’s Portfolio.

  • Co-Managers means, collectively, (a) MUFG Bank, Ltd. (f/k/a The Bank of Tokyo-Mitsubishi UFJ, Ltd.), (b) Capital One, N.A., (c) Citizens Bank, National Association and (d) Fifth Third Bank, National Association.

  • Treasurer means the Treasurer of the Corporation.

  • Assistant Treasurer means an Assistant Treasurer of the Corporation.

  • Assistant means a person who, under the terms of appointment of an arbitrator, conducts research or provides assistance to the arbitrator;

  • Deputy Assistant Secretary as used in this clause, means the Deputy Assistant Secretary for Federal Contract Compliance, U.S. Department of Labor, or a designee.

  • Assistant Administrator ’ means the Assistant Ad-

  • Executive Officer means, with respect to any corporation, the Chief Executive Officer, Chief Operating Officer, Chief Financial Officer, President, Executive Vice President, any Vice President, the Secretary or the Treasurer of such corporation; and with respect to any partnership, any general partner thereof.

  • Board of Management means the Board of Management of the University;

  • College President means the chief executive officer of the college appointed by the board of trustees.

  • Assistant Director means the Asstt. Director of the Authority, as the case may be.

  • Controller means the natural or legal person, public authority, agency or other body which, alone or jointly with others, determines the purposes and means of the processing of personal data; where the purposes and means of such processing are determined by Union or Member State law, the controller or the specific criteria for its nomination may be provided for by Union or Member State law;

  • the President means the Board of Governors, IISER Bhopal.

  • Flood Boundary and Floodway Map (FBFM means an official map of a community, issued by the FEMA, on which the Special Flood Hazard Areas and the floodways are delineated. This official map is a supplement to and shall be used in conjunction with the Flood Insurance Rate Map (FIRM).

  • Chief Executive Office State means California, where Borrower’s chief executive office is located.

  • Assistant Hydrographic Surveyor means the Assistant Hydrographic Surveyor of the Authority, as the case may be

  • President means the President of the Corporation.

  • Assistant principal means a school administrator