Portfolio Management Process definition

Portfolio Management Process means the management process contained in Part 2 (Baseline Management and Change Control) of the Programme Management Schedule;
Sample 1

Examples of Portfolio Management Process in a sentence

  • The candidate will understand the role of the Investment Actuary and the Portfolio Management Process in the Life Insurance company context, as well as the common forms of Fixed income securities and their uses, and the methods and processes used for evaluating portfolio performance and asset allocation.

  • As provided for in the Adviser’s Portfolio Management Process and Trade Aggregation and Allocation Policies, these accounts may participate in trade orders along with Client accounts.

  • As provided for in Sage’s Portfolio Management Process and Trade Aggregation and Allocation Policies, these accounts may participate in trade orders along with Client accounts.

  • These accounts are exempt from the Personal Trading Restrictions described in Section 10.03(B)(1) above provided that the transactions are executed in accordance with Sage’s Portfolio Management Process and Trade Aggregation and Allocation Policies.

  • While the SEAS Portfolio Management Process helps the FX make prioritization decisions, the recommendation is for the transition approach to use an incremental wade in vs.

  • Conducting annual reviews of projected capacity requirements for infrastructure and related services, and providing recommendations based upon information provided by Government Portfolio Management Process as part of Government’s normal business planning cycle.

  • Portfolio Management Process The Investment Management Company is responsible for selecting the instruments as well as that of the counterparties.

  • The FX Portfolio Management Process enables the system strategy, defines activities in execution phase activities, and provides guidance on key decisions for each phase (Exhibit 2-2: System Strategy and Portfolio Management Phases).

  • Wolin and Steven Klopukh, Integrating EVA into the Portfolio Management Process, in Value-Based Metrics: Foundations and Practice, p.

  • All trading activities resulting through the natural course of active management are subject to Portfolio Management Process reviews to ensure consistency in process and an equitable allocation of investment decisions and trading activities.

Related to Portfolio Management Process

  • 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;

  • Portfolio Manager means any individual employed by Loomis Sayles who has been designated as a Portfolio Manager by Loomis Sayles. A person is considered a Portfolio Manager only as to those client accounts as to which he or she is designated by the Chief Compliance Officer as such. As to other client accounts, he or she is simply an Access Person.

  • Portfolio Managers means Employees who are primarily responsible for the day-to-day management of a Client portfolio.

  • Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following:

  • Discretionary Portfolio Management Services means the portfolio management services rendered to the Client by the Portfolio Manager on the terms and conditions contained in the agreement, where under the Portfolio Manager exercises any degree of discretion in the investments or management of assets of the Client.

  • Discretionary Portfolio Manager means a Portfolio Manager who exercises or may, under a contract relating to portfolio management, exercise any degree of discretion as to the investments or management of the portfolio of securities or the funds of the Client, as the case may be.

  • Non-Discretionary Portfolio Management Services means a portfolio management services under which the Portfolio Manager, subject to express prior instructions issued by the Client from time to time in writing, for an agreed fee structure and for a definite described period, invests in respect of the Client’s account in any type of security entirely at the Client’s risk and ensure that all benefits accrue to the Client’s Portfolio.

  • TO Manager means TO Manager of the Agency. The Agency may change the TO Manager at any time by written notice to the TO Contractor.

  • Show Management means Questex Expositions, Questex LLC, its co-sponsors and their respective agents, employees and affiliates; (d) “Hall Manage- ment” means the owner or manager of the facility in which the Show is conducted, and its employees and agents; and (e) “Hall” means the facility in which the Show is conducted.

  • Portfolio means any account, trust or other investment vehicle (except "Fund") over which the Firm has investment management discretion.

  • Co-Managers means, collectively, (a) MUFG Bank, Ltd. (f/k/a The Bank of Tokyo-Mitsubishi UFJ, Ltd.), (b) Capital One, N.A., (c) Citizens Bank, National Association and (d) Fifth Third Bank, National Association.

  • Portfolio Data means the Key Terms in relation to all outstanding Trades between you and us in a form and standard that is capable of being reconciled. The information comprising the Portfolio Data for Portfolio Data Delivery Date will be prepared as at the close of business New York time on the immediately preceding Business Day.

  • Asset management means a systematic process of operating and maintaining the state system of

  • Real estate salesperson means an individual who for compensation or valuable consideration is employed either directly or indirectly by a licensed real estate broker to sell or offer to sell, buy or offer to buy, provide or offer to provide market analyses of, list or offer or attempt to list, or negotiate the purchase, sale, or exchange of real estate; to negotiate the mortgage of real estate; to negotiate for the construction of a building on real estate, or to lease or offer to lease, or rent or offer for rent, real estate; who is employed by a real estate broker to engage in property management; or who sells or offers for sale, buys or offers to buy, leases or offers to lease, or negotiates the purchase or sale or exchange of a business, business opportunity, or the goodwill of an existing business for others, as a whole or partial vocation.

  • Integrated pest management means careful consideration of all available plant protection methods and subsequent integration of appropriate measures that discourage the development of populations of harmful organisms and keep the use of plant protection products and other forms of intervention to levels that are economically and ecologically justified and reduce or minimise risks to human health and the environment. ‘Integrated pest management’ emphasises the growth of a healthy crop with the least possible disruption to agro-ecosystems and encourages natural pest control mechanisms;

  • Commercial vehicle means a motor vehicle, trailer, or semitrailer used or

  • Manufactured housing means a structural unit or units designed for occupancy and constructed in a manufacturing facility and transported, by the use of its own chassis or an independent chassis, to a building site. The term includes any type of building that is constructed at a manufacturing facility and transported to a building site where it is used for housing and may be purchased or sold by a dealer in the interim. For purposes of this section, 2 types of manufactured housing are included. Those 2 types are:

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

  • breeder s right” means the right of the breeder provided for in this Convention;

  • Drug therapy management means the review of a drug therapy regimen of a patient by one or more pharmacists for the purpose of evaluating and rendering advice to one or more practitioners regarding adjustment of the regimen.

  • Neighborhood electric vehicle means a self-propelled

  • Manufactured home park means any tract of land upon which three or more manufactured or mobile homes used for habitation are parked, either free of charge or for revenue purposes, and includes any roadway, building, structure, vehicle, or enclosure used or intended for use as a part of the facilities of the park. "Manufactured home park" does not include any of the following:

  • NFFE means any Non-U.S. Entity that is not a FFI as defined in relevant U.S. Treasury Regulations, and also includes any Non-U.S. Entity that is organized under the laws of Switzerland or another Partner Jurisdiction and that is not a Financial Institution.

  • Supply Chain Management All aspects of supply chain management, from the initial sourcing phase through customer delivery (e.g., procurement, sourcing management, inventory management, catalog management, ordering/purchasing, invoice tracking, storefront/shopping cart, warehouse management, returns management, logistics/transportation).

  • Investment Strategy Modification means with respect to an Investment Strategy, the Portfolio Administrator makes operational adjustments to the Investment Strategy to ensure that, so far as possible, the basic principles and economic effect of the Investment Strategy are maintained or any material modification to the Investment Strategy or its implementation by the Portfolio Administrator.

  • PJM Management means the officers, executives, supervisors and employee managers of PJM. PJM Manuals: