Investment Profile definition

Investment Profile or “Profile” means one of the distinct Investment Profiles under the RBC Managed Portfolios .
Investment Profile means the following information, but is not limited to, the retail investor’s age, other investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and any other information the retail investor may disclose to the broker, dealer, or a natural person who is an associated person of a broker or dealer in connection with a recommendation.
Investment Profile or “Profile” means one of the distinct investment models under the RBC Managed Portfolios.

Examples of Investment Profile in a sentence

  • Further, references to any financial instrument or investment product are not intended to imply that an actual trading market exists for such instrument or product.This Portfolio has been prepared based on parameters that reflect good faith determinations based on the information provided in the Customer Investment Profile (“CIP”) or as per the agreed investment agreement in place with you (“Mandate”).

  • Source: Lazard Asset Management Investment Profile The Lazard European Alternative Fund aims to deliver steady capital appreciation with reduced volatility by taking long and short positions in the shares of European companies.

  • These variables are Economic Risk, Political Risk, Investment Profile Risk, and Country Risk (composite index).

  • Investment Profile Risk, a subcomponent of the Political Risk index, takes into account factors such as contract viability, profits repatriation, payments delays measurements, etc.

  • When giving advice or providing an agreed service we are only able to act on the basis of information provided by you (in your Investment Profile Form or otherwise) in determining whether such advice or service is appropriate to your particular investment needs and financial circumstances.

  • Specifically, Movassaghi and/or Blythe updated KYC information on file for client X to increase her risk tolerance from “medium” to “very high” and to change her Investment Profile from “moderate conservative/moderate” to “very aggressive”.

  • A – Investment Profile – select* % for each Investment ChoiceReturn this completed form to:legalsuper pension Locked Bag 5081Parramatta NSW 2124Phone: 1800 060 312Cash .

  • The Needs Analysis and Investment Profile (to be termed collectively as “Investment Objectives”) shall be recorded in the Client Investment Profile or such document as the Bank may require from time to time.

  • See the Fund Investment Profile above for the value of the cash component as at the date of this Benchmark Report.

  • Financing Low-Carbon, Climate-Resilient Urban Infrastructure in Asia and the Pacific: City Climate Investment Profile – Ho Chi Minh City.


More Definitions of Investment Profile

Investment Profile has the meaning specified in clause A25.1(a);
Investment Profile means, in respect of a Member, the proportions in each Investment Portfolio that the Member indicates to the Manager he or she would like their interest in the Scheme to be invested;
Investment Profile means the Equities-biased, Property-biased and Commodities-biased Investment Profiles specified in the Term Sheet;
Investment Profile the investment profile for the Partnership, as set out in the Investment Policy;
Investment Profile means the Equities-biased, Balanced and Commodities-biased Investment Profiles specified in the Term Sheet;”Investment Profile Return” means for a given Investment Profile, a percentage determined by the Issuer in accordance with the following formula:

Related to Investment Profile

  • Investment Program means a Person for whom Shipper or a direct or indirect subsidiary of Shipper acts as a general partner, managing partner or manager and the securities of which have been offered and sold to investors.

  • Investment Provider means any commercial bank or trust company, bank holding company, investment company or other entity (which may include the Trustee, the Bond Registrar or the Paying Agent), whose credit rating (or the equivalent of such rating by virtue of guarantees or insurance arrangements) by each nationally recognized Rating Agency then rating the Class I Bonds is sufficiently high to maintain the then current rating on such Bonds by such Rating Agency or is otherwise acceptable to each such Rating Agency in order to maintain the then current rating on such Bonds by such Rating Agency, which Investment Providers shall be approved by the Authority for the purpose of providing investment agreements.

  • Investment Account As defined in Section 3.12(a).

  • Investment Accounts means the Collateral Account, Securities Accounts, Commodities Accounts and Deposit Accounts.

  • Special Purpose Investment Personnel means each SEI Access Person who, in connection with his or her regular functions (including, where appropriate, attendance at Board meetings and other meetings at which the official business of a Trust or any Fund thereof is discussed or carried on), obtains contemporaneous information regarding the purchase or sale of a Security by a Fund. Special Purpose Investment Personnel shall occupy this status only with respect to those Securities as to which he or she obtains such contemporaneous information.

  • Standard Investment Period means the period beginning with the first day of any purchase or acquisition of Economic Development Property and ending five (5) years after the Commencement Date.

  • Investment Canada Act means the Investment Canada Act (Canada).

  • Investment Criteria The criteria specified in Section 12.2(a).

  • Principal Funding Account Investment Proceeds shall have the meaning specified in subsection 4.03(a)(ii).

  • Approved Investment means any type of security, instrument, participation or interest in property, as set forth on Schedule I hereto (which may be amended from time to time by execution of a revised Schedule I, I-A or I-B) in which Cash Collateral may be invested or reinvested by Bank in accordance with Paragraph 2 of Article IV hereof.

  • Investment Fund has the same meaning as in National Instrument 81-106 Investment Fund Continuous Disclosure;

  • Authorized Investment means any type of instrument, security, participation or other property in which Cash Collateral may be invested or reinvested, as described in Section 5(f) hereof and Appendix 4 hereto (and as such Appendix may be amended from time to time by written agreement of the parties).

  • Investment Related Property means: (i) all “investment property” (as such term is defined in Article 9 of the UCC) and (ii) all of the following (regardless of whether classified as investment property under the UCC): all Pledged Equity Interests, Pledged Debt, the Investment Accounts and certificates of deposit.

  • Investment Services means the Investment Services under the Company’s CIF license which can be found in the document “Company Information” on the Website.

  • Investment Person means all Portfolio Managers of Loomis Sayles and other Advisory Persons who assist the Portfolio Managers in making and implementing investment decisions for an Investment Company or other client of Loomis Sayles, including, but not limited to, designated Research Analysts and traders of Loomis Sayles. A person is considered an Investment Person only as to those client accounts or types of client accounts as to which he or she is designated by Personal Trading Compliance or the Chief Compliance Officer as such. As to other accounts, he or she is simply an Access Person.

  • Investment Personnel means: (a) Portfolio Managers and other Advisory Persons who provide investment information and/or advice to the Portfolio Manager(s) and/or help execute the Portfolio Manager's(s') investment decisions, including securities analysts and traders; (b) any natural person in a control relationship to the Fund who obtains information concerning recommendations made to the Fund with regard to the purchase or sale of a security; and (c) certain other individuals as designated by the Compliance Officer.

  • Nonpurpose Investment means any investment property, as defined in Section 148(b) of the Code, in which Gross Proceeds of the Bonds are invested and which is not acquired to carry out the governmental purposes of the Bonds.