Efficient Portfolio Management definition

Efficient Portfolio Management. , for these purposes, means an investment decision involving transactions that are entered into for one or more of the following specific aims:-

Efficient Portfolio Management. (“EPM”) for these purposes, means an investment decision involving

Efficient Portfolio Management means, for the purposes of the transactions entered into bythe Company, an investment decision involving transactions that are entered into for one or more of the following specific aims:a reduction of risk; a reduction of cost;the generation of additional capital or income for the Fundswith an appropriate level of risk, taking into account the risk profile of the Funds and the general provisions of the UCITS Regulations;

Examples of Efficient Portfolio Management in a sentence

• The Company may utilise the Scheme Property to enter into transactions for the purposes of Efficient Portfolio Management (“EPM”).

• Further details on the payment of costs and/or fees relating to Efficient Portfolio Management techniques will be set out in the Annual Report.

• Certain direct and indirect operational costs and/or fees may arise from time to time as a result of Efficient Portfolio Management techniques being used for the benefit of the Company and/or the Funds.

• Derivative instruments may be used in the Funds for the purposes of Efficient Portfolio Management (EPM).

• Insofar as the Fund(s) use CDS, which are financial derivative instruments, for Efficient Portfolio Management or hedging purposes, investors should note that such instruments are designed to transfer credit exposure of fixed income products between the buyer and seller.

More Definitions of Efficient Portfolio Management

Efficient Portfolio Management. , for these purposes, means an investment decision involving techniques and instruments which fulfil the following criteria:

Efficient Portfolio Management means investment decisions involving transactions that are entered into for one or more of the following specific aims: the reduction of risk; the reduction of cost; or the generation of additional capital or income for the relevant Fund with an appropriate level of risk, taking into account the risk profile of the relevant Fund as described in the Prospectus and Supplement for the relevant Fund and the general provisions of the UCITS Directive;

Efficient Portfolio Management or ‘EPM’ means the use of techniques and instruments which relate to transferable securities and approved money- market instruments and which fulfil the following criteria:

Efficient Portfolio Management means techniques and instruments which relate to transferable securities and approved money-market instruments and which fulfil the following criteria:

Efficient Portfolio Management or “EPM” means investment in Derivatives with the aim of reducing risk or costs for the Fund or with the aim of generating additional Capital or Income without any additional risk. A common example of the use of EPM is Hedging in order to reduce risk.

Efficient Portfolio Management means investment decisions involving transactions which:

Efficient Portfolio Management means any investment in