Investment Profile definition

Investment Profile or “Profile” means one of the distinct Investment Profiles under the RBC Managed Portfolios .
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Investment Profile means the following information, but is not limited to, the retail investor’s age, other investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other information the retail investor may disclose to the broker, dealer, or a natural person who is an associated person of a broker or dealer in connection with a recommendation.
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Investment Profile or "Profile": means one of the distinct investment models under the RBC Managed Portfolios;
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Examples of Investment Profile in a sentence

  • Further, references to any financial instrument or investment product are not intended to imply that an actual trading market exists for such instrument or product.This Portfolio has been prepared based on parameters that reflect good faith determinations based on the information provided in the Customer Investment Profile (“CIP”) or as per the agreed investment agreement in place with you (“Mandate”).

  • Source: Lazard Asset Management Investment Profile The Lazard European Alternative Fund aims to deliver steady capital appreciation with reduced volatility by taking long and short positions in the shares of European companies.

  • These variables are Economic Risk, Political Risk, Investment Profile Risk, and Country Risk (composite index).

  • Investment Profile Risk, a subcomponent of the Political Risk index, takes into account factors such as contract viability, profits repatriation, payments delays measurements, etc.

  • When giving advice or providing an agreed service we are only able to act on the basis of information provided by you (in your Investment Profile Form or otherwise) in determining whether such advice or service is appropriate to your particular investment needs and financial circumstances.

  • A – Investment Profile – select* % for each Investment ChoiceReturn this completed form to:legalsuper pension Locked Bag 5081Parramatta NSW 2124Phone: 1800 060 312Cash .

  • Specifically, Movassaghi and/or Blythe updated KYC information on file for client X to increase her risk tolerance from “medium” to “very high” and to change her Investment Profile from “moderate conservative/moderate” to “very aggressive”.

  • Financing Low-Carbon, Climate-Resilient Urban Infrastructure in Asia and the Pacific: City Climate Investment Profile – Ho Chi Minh City.

  • The Needs Analysis and Investment Profile (to be termed collectively as “Investment Objectives”) shall be recorded in the Client Investment Profile or such document as the Bank may require from time to time.

  • Option C only applies if you have an existing Direct Investment Option (DIO).If you select option ‘A – Investment Profile – select*’ you must select at least one investment option and your selection can only be up to 2 decimal places and must add up to 100%.If you select option ‘B – Investment Profile – transfer*’ legalsuper will use the closing dollar balance of your superannuation option(s) to commence the same or equivalent pension investment option(s).


More Definitions of Investment Profile

Investment Profile has the meaning specified in clause A25.1(a);
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Investment Profile means, in respect of a Member, the proportions in each Investment Portfolio that the Member indicates to the Manager he or she would like their interest in the Scheme to be invested;
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Investment Profile means the Equities-biased, Balanced and Commodities-biased Investment Profiles specified in the Term Sheet;
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Investment Profile means the Equities-biased, Balanced and Commodities-biased Investment Profiles specified in the Term Sheet;”Investment Profile Return” means for a given Investment Profile, a percentage determined by the Issuer in accordance with the following formula:
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Investment Profile the investment profile for the Partnership, as set out in the Investment Policy;
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Related to Investment Profile

  • Investment Program means a Person for whom Shipper or a direct or indirect subsidiary of Shipper acts as a general partner, managing partner or manager and the securities of which have been offered and sold to investors.

  • Investment Provider means any commercial bank or trust company, bank holding company, investment company or other entity (which may include the Trustee, the Bond Registrar or the Paying Agent), whose credit rating (or the equivalent of such rating by virtue of guarantees or insurance arrangements) by each nationally recognized Rating Agency then rating the Class I Bonds is sufficiently high to maintain the then current rating on such Bonds by such Rating Agency or is otherwise acceptable to each such Rating Agency in order to maintain the then current rating on such Bonds by such Rating Agency, which Investment Providers shall be approved by the Authority for the purpose of providing investment agreements.

  • Investment Project means an investment in qualified buildings

  • DNA profile means a letter or number code which represents a set of identification characteristics of the non-coding part of an analysed human DNA sample, i.e. the particular molecular structure at the various DNA locations (loci);

  • Investment product means a financial instrument (within the meaning of Article 4(1)(15) of MiFID II) or a structured deposit (within the meaning of Article 4(1)(43) of MiFID II).

  • Investment pool means an entity created under the Texas Gov- ernment Code to invest public funds jointly on behalf of the entities that participate in the pool and whose investment objectives in or- der of priority are preservation and safety of principal, liquidity, and yield.

  • Investment Account As defined in Section 3.12(a).

  • DRS/Profile means the system for the uncertificated registration of ownership of securities pursuant to which ownership of ADSs is maintained on the books of the Depositary without the issuance of a physical certificate and transfer instructions may be given to allow for the automated transfer of ownership between the books of DTC and the Depositary. Ownership of ADSs held in DRS/Profile is evidenced by periodic statements issued by the Depositary to the Holders entitled thereto.

  • Investment Return means the investment return payable in respect of the Bond in accordance with Clause 5 Returns.

  • Investment Strategy is the processes and policies implemented by the Investment Manager for pursuing a particular investment objective managed by an Investment Team.

  • Investment Accounts means the Collateral Account, Securities Accounts, Commodities Accounts and Deposit Accounts.

  • Special Purpose Investment Personnel means each SEI Access Person who, in connection with his or her regular functions (including, where appropriate, attendance at Board meetings and other meetings at which the official business of a Trust or any Fund thereof is discussed or carried on), obtains contemporaneous information regarding the purchase or sale of a Security by a Fund. Special Purpose Investment Personnel shall occupy this status only with respect to those Securities as to which he or she obtains such contemporaneous information.

  • Investment Decisions Investment, trading, lending or other financial decisions, strategies or recommendations with respect to Investments, whether on behalf of the Master Servicer or any Affiliate thereof, the Special Servicer or any Affiliate thereof, the Operating Advisor or any Affiliate thereof, the Certificate Administrator or any Affiliate thereof, or the Trustee or any Affiliate thereof, as applicable, or any Person on whose behalf the Master Servicer or any Affiliate thereof, the Special Servicer or any Affiliate thereof, the Operating Advisor or any Affiliate thereof, the Certificate Administrator or any Affiliate thereof, or the Trustee or any Affiliate thereof, as applicable, has discretion in connection with Investments.

  • Standard Investment Period means the period beginning with the first day of any purchase or acquisition of Economic Development Property and ending five (5) years after the Commencement Date.

  • Investment Canada Act means the Investment Canada Act (Canada).

  • Investment Proceeds means, with respect to any Distribution Date, all interest and other investment earnings (net of losses and investment expenses) on funds on deposit in the Series 2000-1 Accounts, together with an amount equal to the Series 2000-1 Investor Allocation Percentage of the net interest and other investment earnings on funds held in the Collection Account credited as of such date to the Collection Account pursuant to Section 4.02 of the Agreement.

  • Investment Criteria The criteria specified in Section 12.2(a).

  • Principal Funding Account Investment Proceeds shall have the meaning specified in subsection 4.03(a)(ii).

  • Approved Investment means any type of security, participation or interest in property in which Cash Collateral may be invested or reinvested, as set forth on Schedule I hereto (which may be amended from time to time to add additional Approved Investments with the written consent of the Bank and the Lender, or to delete any Approved Investment at the written direction of the Lender).

  • Investment Fund has the same meaning as in National Instrument 81-106 Investment Fund Continuous Disclosure;

  • Investment Client means (i) any investment company registered as such under the Investment Company Act, any series thereof, or any component of such series for which the Adviser acts as investment adviser; or (ii) any private account for which the Adviser acts as investment adviser.

  • Authorized Investment means any type of instrument, security, participation or other property in which Cash Collateral may be invested or reinvested, as described in Section 5(f) hereof and Appendix 4 hereto (and as such Appendix may be amended from time to time by written agreement of the parties).

  • Investment Related Property means: (i) all “investment property” (as such term is defined in Article 9 of the UCC) and (ii) all of the following (regardless of whether classified as investment property under the UCC): all Pledged Equity Interests, Pledged Debt, the Investment Accounts and certificates of deposit.

  • Investment Services means the Investment Services under the Company’s CIF license which can be found in the document “Company Information”.

  • Investment Person means all Portfolio Managers of Loomis Sayles and other Advisory Persons who assist the Portfolio Managers in making and implementing investment decisions for an Investment Company or other client of Loomis Sayles, including, but not limited to, designated Research Analysts and traders of Loomis Sayles. A person is considered an Investment Person only as to those client accounts or types of client accounts as to which he or she is designated by Personal Trading Compliance or the Chief Compliance Officer as such. As to other accounts, he or she is simply an Access Person.

  • Investment Assets means all debentures, notes and other evidences of Indebtedness, stocks, securities (including rights to purchase and securities convertible into or exchangeable for other securities), interests in joint ventures and general and limited partnerships, mortgage loans and other investment or portfolio assets owned of record or beneficially by the Company.