Efficient Portfolio Management definition

Efficient Portfolio Management. , for these purposes, means an investment decision involving transactions that are entered into for one or more of the following specific aims:-

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Efficient Portfolio Management. (“EPM”) for these purposes, means an investment decision involving

Efficient Portfolio Management means, for the purposes of the transactions entered into by

Examples of Efficient Portfolio Management in a sentence

Each Fund may, for the purpose of Efficient Portfolio Management, engage in derivative instruments in which case there can be no assurance that the valuation as determined in accordance with the valuation provisions set out in the Calculation of Net Asset Value/Valuation of Assets section below reflects the exact amount at which the instrument may be "closed out".
The Fund may utilise FDI as referred to in the section headed "Use of Derivatives and Efficient Portfolio Management Techniques" above.
Where a Fund enters into stocklending arrangements for Efficient Portfolio Management purposes there are risks in the exposure to market movements if recourse has to be had to collateral, or if there is fraud or negligence on the part of the Depositary or lending agent.
Please refer to the section of this Prospectus entitled "Risk Factors; Efficient Portfolio Management Risk" for more details.
Leverage The Fund may utilise FDI as referred to in the section headed "Use of Derivatives and Efficient Portfolio Management Techniques" above.

More Definitions of Efficient Portfolio Management

Efficient Portfolio Management. , for these purposes, means an investment decision involving techniques and instruments which fulfil the following criteria:

Efficient Portfolio Management or ‘EPM’ means the use of techniques and instruments which relate to transferable securities and approved money- market instruments and which fulfil the following criteria:

Efficient Portfolio Management means techniques and instruments which relate to transferable securities and approved money-market instruments and which fulfil the following criteria:

Efficient Portfolio Management means investment decisions involving transactions which:

Efficient Portfolio Management or “EPM” means investment in Derivatives with the aim of reducing risk or costs for the Fund or with the aim of generating additional Capital or Income without any additional risk. A common example of the use of EPM is Hedging in order to reduce risk.

Efficient Portfolio Management means investment decisions involving transactions that are entered into for one or more of the following specific aims: the reduction of risk; the reduction of cost; or the generation of additional capital or income for the relevant Fund with an appropriate level of risk, taking into account the risk profile of the relevant Fund as described in the Prospectus and Supplement for the relevant Fund and the general provisions of the UCITS Directive;

Efficient Portfolio Management means investment decisions involving transactions that are entered into for one or more of the following specific aims: the reduction of risk; the reduction of cost; or the generation of additional capital or income for a fund with an appropriate level of risk, taking into account the risk profile of the fund as described in the Prospectus and the general provisions of the UCITS Directive.