Model Portfolio definition

Model Portfolio means a pre-determined selection of Unit Trusts administered by the Administrator and managed by a Portfolio Manager to meet the investment objectives specified for that Model Portfolio.

AI-Powered Contracts

Draft, Review & Redline at the Speed of AI

Model Portfolio refers to a portfolio made up of Securities recommended by a Model Manager for designated investment disciplines.

Model Portfolio means model portfolios maintained and used by MFWM to create separately managed accounts for its Clients.

Examples of Model Portfolio in a sentence

The Sub-Adviser shall not be responsible for compliance violations or variations from the Prospectus or the Adviser’s instructions or directions that result from the manner in which the Overlay Manager either executes or fails to execute the Model Portfolio.
The Model Portfolio will be sent by you to the Adviser in accordance with the Operating Procedures.
Other than your responsibilities to make the recommendations contained in the Model Portfolio, to deliver the Model Portfolio, and to provide such other information, reports, records or advice as set forth herein, you have no authority or responsibility to manage the Advisory Account and you acknowledge and agree that the Adviser retains the authority and responsibility to manage the assets of the Advisory Account.
You will be responsible for the Model Portfolio’s compliance with the Investment Requirements at each time that the Model Portfolio is delivered to the Adviser and you will report to the Adviser promptly any securities or weightings of securities in the Model Portfolio that may be in violation of any of the foregoing at the time of delivery.
If for any reason, including market movements, contributions to or withdrawals from the Advisory Account, or a change in the nature of any investment, the Advisory Account ceases to comply with the Investment Requirements, the Adviser may request and you will promptly provide a Model Portfolio that remedies such non-compliance.

More Definitions of Model Portfolio

Model Portfolio means a diversified investment portfolio of ETFs and/or mutual funds designed to address a specific risk tolerance level and/or investment objective;

Model Portfolio means the investment vehicles established by the Company for the purpose of crediting earnings or losses to Company Cash Accounts.

Model Portfolio. The total market value of the Fund’s portfolio as placed with the Sub-Adviser by the Adviser.

Model Portfolio means the portfolio of the Client for which non-binding and non-discretionary investment advice is provided by the Portfolio Manager under Investment Advisory Portfolio Management Services.

Model Portfolio means a model portfolio selected by an intermediary on an advisory basis or created by a Discretionary Manager in connection with its discretionary management service provided to Clients in respect

Model Portfolio means the body of selected collective investment securities with pre-defined weights in the portfolio.

Model Portfolio. The Client shall remunerate Signal for the management of the investments on behalf of the client as follows: