Portfolio Summary definition

Portfolio Summary means the summary of the Portfolio prepared by the Seller as of the Signing Date, and attached hereto as Schedule 3.1A (and updated, with respect to the Portfolio Accounts subject to each Closing, as of each Closing Date) which sets forth with respect to each applicable Portfolio Account, as of such date, (i) the name of the Customer, and (ii) the Net Funds Employed with respect to such Portfolio Account.
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Portfolio Summary means a periodic communication sent to you electronically that contains important terms, conditions and information about your Account and Strategy.
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Portfolio Summary. As defined in Section 11(b) hereof.
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Examples of Portfolio Summary in a sentence

  • See Appendix B: The Program- to-Program Articulation Early Childhood Education Transfer Checklist and Portfolio Summary Page Assessment.

  • By signing the Program-to-Program Articulation Early Childhood Education Transfer Checklist and Portfolio Summary Page Assessment and forwarding this documentation to the student’s intended transfer institution, the associate degree institution is certifying that the student has met the learning outcomes identified in the degree program, has been assessed using the common rubric, and possesses the appropriate knowledge, skills and dispositions related to the PDE and NAEYC standards.

  • The receiving baccalaureate institution does not evaluate the portfolio since the portfolio has already been verified by the associate degree institution.3 Four-year institutions will use the Transfer Checklist and the Portfolio Summary Assessment to provide official evaluation of all previously completed coursework, to show how credits have been applied to the student's bachelor degree program and to identify the remaining degree requirements for PK-4 teacher certification.

  • Portfolio Summary Page* Grade Point Average: QPA_ _ meets entrance criteria Praxis I Scores: Passing scores PPST reading, math and writing or minimum met with composite, according to current PDE guidelines.

  • Reports to include: Market Overview, In-Depth Portfolio Summary, Plan Asset Allocation Analysis and Fund Performance Comparison to the Index.

  • Company agrees to use the Portfolio Summary Prospectuses in compliance with the Agreement and Rule 498.

  • This Agreement will not apply to any account that is not reflected in the applicable Portfolio Summary.

  • The Portfolio Summary will reflect the Program Fee and the Services you have requested for your Account under this Agreement.

  • The Brochure, the Portfolio Summary and the Strategy Profiles do not make or imply any guarantee about the attainment of the investment and return objectives.

  • A primary way we communicate the important terms, conditions and information about your Account is through a Portfolio Summary.


More Definitions of Portfolio Summary

Portfolio Summary has the meaning set forth in Section 5.4(e).
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Portfolio Summary is the written summary provided to you from time to time that describes important terms, conditions, information features, and changes to your Portfolios and Accounts.
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Portfolio Summary means the schedule completed by the [applicable] [Seller] [Funding Note Issuer] and delivered to the Department (in the form attached as Exhibit V-2).
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Related to Portfolio Summary

  • 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.

  • CMSA Operating Statement Analysis Report means a report substantially in the form of, and containing the information called for in, the downloadable form of the "Operating Statement Analysis Report" available as of the Closing Date on the CMSA Website or in such other form for the presentation of such information and containing such additional information as may from time to time be approved by the CMSA for commercial mortgage-backed securities transactions generally.

  • CREFC® Operating Statement Analysis Report The monthly report in the “Operating Statement Analysis Report” format substantially in the form of and containing the information called for therein for the Mortgage Loans, or such other form for the presentation of such information as may be approved from time to time by the CREFC® for commercial mortgage securities transactions generally.

  • ORSA summary report means a confidential high-level summary of an insurer or insurance group's own risk and solvency assessment.

  • CREFC® Total Loan Report The report in the “Total Loan Report” format substantially in the form of and containing the information called for therein for the Mortgage Loans, or such other form for the presentation of such information as may be approved from time to time by the CREFC® for commercial mortgage securities transactions generally.