Portfolio Manager definition

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 Manager means any Advisory Person who has the direct responsibility and authority to make investment decisions for the Fund.

Portfolio Manager means any person who, in connection with his/her regular functions or duties, makes or participates in, the making of investment decisions effecting an investment company. Portfolio Managers by definition are access persons.

Examples of Portfolio Manager in a sentence

• The Company reserves the right not to provide one of those options to any Portfolio Manager or PM Strategy Provider on its own discretion and/or to impose specific requirements and/or criteria in order to use and/or when using any of the above Portfolio Management Products as these shall be communicated by the Company from time to time and/or as these can be found in the Portfolio Manager’s or PM Strategy Provider’s Personal Area and/or the Website.

• The Portfolio Manager or PM Strategy Provider should choose between “Portfolio Copying product” and “Portfolio Management product” when creating a Fund and/or a PM Strategy.

• A Client shall be eligible to become an Associate in a Fund of a Portfolio Manager upon receipt of an invitation link by the Portfolio Manager and acceptance of the invitation by the Client and provided that any applicable requirements required by the Company from time to time are met.

• By: /s/ Xxxxx Xxxxxxx Name: Xxxxx Xxxxxxx Title: Portfolio Manager Schedule A Funds(s) Optimize Strategy Index ETF Schedule B Sub-advisory Fees The Adviser, pursuant to Section 8 of this Agreement, agrees to pay the Sub-Adviser under the following schedule.

More Definitions of Portfolio Manager

Portfolio Manager means an employee of the Firm entrusted with the direct responsibility and authority to make investment decisions affecting the Portfolios or Funds managed by the Firm.

Portfolio Manager means a person who has or shares principal day-to-day responsibility for managing the portfolio of a Fund or Private Account.

Portfolio Manager means ENERGY STAR Portfolio Manager, the internet-based tool developed and maintained by the United States Environmental Protection Agency to track and assess the relative Energy performance of buildings nationwide, or successor.

Portfolio Manager means any person who, in connection with his/her regular functions or duties, makes or participates in, the making of investment decisions effecting an investment company. Portfolio Manager includes all equity analysts and fixed income research analysts and traders (excluding municipal bond, money market and private placement). Analysts or traders from excluded teams may be included under the definition of Portfolio Manager at the discretion of the Chief Compliance Officer. Portfolio Managers by definition are Access Persons.

Portfolio Manager means an employee of the Firm entrusted with the direct responsibility and authority to make investment decisions.

Portfolio Manager means those employees entrusted with the direct responsibility and authority to make investment decisions affecting an Advisory Client.

Portfolio Manager means an Access Person who has direct responsibility and authority to make investment decisions affecting a particular Advisory Client.