portfolio management definition

portfolio management means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;

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portfolio management means portfolio management as defined in Article 4(1)(8) of Directive 2014/65/EU;

portfolio management or “PM” shall mean the platform provided by the Company via its Website and/or any relevant mobile application/s giving the Client the ability either to become a Portfolio Manager and/ or a PM Investor.

Examples of portfolio management in a sentence

• This shall mean a document prepared by LS CAPITAL at the termination of the Portfolio Management Agreement; 15-working days after receipt of written notice to terminate the portfolio from the client, a time when all the securities in the Portfolio of the Client are sold and the sale proceeds are deposited in the Client Investment Account.

• LS CAPITAL shall give this note to the Bank for enabling it to transfer the applicable Portfolio Management Fees of LS CAPITAL to the LS CAPITAL Account and thereafter allowing the Client to withdraw on the Client Investment Account.

• This shall mean all fees charged from the Client by LS CAPITAL for providing services under the Portfolio Management Agreement.

• LS CAPITAL shall give this note to the Bank for enabling it to transfer the applicable Portfolio Management Fees of LS CAPITAL to LS CAPITAL Account and thereafter allowing the Client to withdraw on the Client Investment Account.

• This Agreement shall commence from the date of its execution and shall be in force till the Bank receives a Portfolio Completion Statement or Portfolio Termination Statement from LS CAPITAL and it credits all fees relating to LS CAPITAL under the Portfolio Management Agreement to the LS CAPITAL Account.

More Definitions of portfolio management

portfolio management means a discretionary mandate given by you (the Client) to the Company whereby the Company shall be granted full authority to manage the assets held in your IB account for the explicit purpose of generating positive asset returns for the (the Client’s benefit).

portfolio management means undertaking on behalf of a client (whether on a discretionary authority granted by the customer or otherwise):

portfolio management means portfolio management as defined in Article 4(1)(8) of

portfolio management means managing portfolios in accordance with mandates given by ▇▇▇▇▇▇▇ on a discretionary client-by-client basis where such portfolios include one or more financial instruments.

portfolio management means an activity where a client’s assets are managed in accordance with mandates given by clients on a discretionary client-by-client basis, meaning the investment of such assets under predetermined criteria into financial instruments, and to manage such investments on behalf of the client, where the risks related to such financial instruments and the yields produced by them (gains and losses) shall be borne directly by the client;

portfolio management means managing portfolios in accordance with mandates given by clients on a

portfolio management means managing of investment portfolios in accordance with mandates given by clients on a discretionary client-by-client basis and where such investment portfolios include one or more financial instruments;