Investment fiduciary definition

Investment fiduciary means a person who exercises any discretionary authority or control over an investment of a public university or college or renders investment advice for a public university or college for a fee or other direct or indirect compensation.

Investment fiduciary means a person who exercises any discretionary authority or control over an investment of the investment fund or renders investment advice for the fund for a fee or other direct or indirect compensation.

Investment fiduciary means a person who or entity that exercises any discretionary authority or control over an investment of the association or renders investment advice for the association for a fee or other direct or indirect compensation.

Examples of Investment fiduciary in a sentence

• Investment fiduciary under this subdivision includes the state treasurer and his or her investment personnel for the systems described in section 13(4).(b) Renders investment advice for a system for a fee or other direct or indirect compensation.(2) "Invest" or "investment" means the utilization of money in the expectation of future returns in the form of income or capital gain.

• Investment fiduciary outsourcing—assistance with trustee investment functions3.

• June 2019 3(21) Investment fiduciary services transition to Pensionmark Austin.

• The goal is to integrate nonCanadian citizens into the French-speaking community.

• Through the constancy of lies, misleading statements, evasions, diversions, inconsistent explanations, astounding fairy tales, and the absence of any corroborating documents, in addition to the failure to justify the absence of any such documentation, the Debtor committed a defalcation while acting as the Plaintiffs’ Investment fiduciary.

More Definitions of Investment fiduciary

Investment fiduciary means the Company acting through the Exelon Investment Office.

Investment fiduciary means any person, or persons, who exercises any discretionary authority or control in the investment of the System's assets and/or renders investment advice for a fee to the System.

Investment fiduciary means any person, or persons, who exercises

Investment fiduciary means Consulting Fiduciaries, Inc., or such other person or entity as the Company or the Plan Administrator may appoint to perform the services and duties of the Investment Fiduciary as set forth in this Agreement.

Investment fiduciary means the fiduciary with the authority and duty to direct the investment and management (including the power to direct the

Investment fiduciary means the person or entity appointed by the Company or by the Plan Administrator from time to time to provide services to the Plan as Investment Fiduciary. The Investment Fiduciary shall review and evaluate, at least annually, the investment Funds made available to Participants under Article X and shall make changes to such available Funds as the Investment Fiduciary, in its sole discretion, shall deem appropriate. The Investment Fiduciary shall have such authority to vote shares of Employer Securities as provided in the Trust Agreement and shall have such other duties and authority as may be agreed upon in writing by the Investment Fiduciary and the Company or the Plan Administrator from time to time. The Investment Fiduciary, as of the Effective Date of this Amendment and Restatement, shall be Consulting Fiduciaries, Inc. The Investment Fiduciary shall be a named fiduciary for the purposes of section 403(a) of ERISA.

Investment fiduciary means the person or entity engaged by ABA RF pursuant to Section 4.02 to make Investment Advisor Recommendations, Investment Advisor Removal Recommendations, Investment Option Termination Notices and other recommendations to the Trustee as provided herein.