Investment Management Services definition

Investment Management Services means any services which involve: (i) the management of an investment account or Fund (or portions thereof or a group of investment accounts or Funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Investment Advisers Act of 1940, as amended, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.
Investment Management Services means investment management or investment advisory services, including sub-advisory services, administrative services, underwriting, distribution or marketing services or any other services related to the provision of investment management or investment advisory services including any similar services deemed to be “investment advice” pursuant to the Advisers Act.
Investment Management Services means any services which involve: (i) the management of an investment account or fund (or portions thereof or a group of investment accounts or funds); (ii) the giving of advice with respect to the investment and/or reinvestment of assets or funds (or any group of assets or funds); or (iii) otherwise acting as an “investment adviser” within the meaning of the Advisers Act, including, without limitation, in each of the foregoing cases, performing activities related or incidental thereto.

Examples of Investment Management Services in a sentence

  • This entity owns 100% of Generation Investment Management Services LLC and 100% of Generation IM US Facilities LLC, both of which provide general administrative support to Generation US.


More Definitions of Investment Management Services

Investment Management Services means advising with respect to and/or supervising the purchase or sale of “securities” or other investments for a “client” by a “registered investment adviser” or “associated personpursuant to an “investment management contract”.
Investment Management Services means providing a substantial
Investment Management Services means providing a substantial quantity of any of the following services to a partnership, S corporation, or other entity as a partner thereto:
Investment Management Services means any services which involve (a) the ------------------------------ management, for a fee or other remuneration, of an investment account or fund (or portions thereof or a group of investment accounts or funds), or (b) the giving of advice, for a fee or other remuneration, with respect to the investment of specific assets or funds (or any specific group of assets or funds). Notwithstanding the foregoing, it is intended that Investment Management Services shall not include the giving of general investment advice that is not related to an identifiable investment account or fund (or group of investment accounts or funds) for which the advisor receives no remuneration.
Investment Management Services means investment research,
Investment Management Services means managing the collective assets of a collective investment fund by engaging, either directly or indirectly through such person's affiliated group, in all of the following activities: (i) Portfolio management; (ii) fund administration; (iii) fund distribution; and (iv) transfer agent services.
Investment Management Services means the investment management services in relation to the Reserves which are provided by the Investment Manager to the Transferor pursuant to the Discretionary Management Agreement;