Model Portfolio definition

Model Portfolio means a pre-determined selection of Unit Trusts administered by the Administrator and managed by a Portfolio Manager to meet the investment objectives specified for that Model Portfolio.

Model Portfolio means model portfolios maintained and used by MFWM to create separately managed accounts for its Clients.

Model Portfolio means the investment vehicles established by the Company for the purpose of crediting earnings or losses to Company Cash Accounts.

Examples of Model Portfolio in a sentence

• Model portfolio risk: Model Portfolio is a concept where the fund manager constructs a portfolio with a certain number of scripts and allocation for each.

• Model portfolio risk : Model Portfolio is a concept where the fund manager constructs a portfolio with a certain number of scripts and allocation for each.

• Investment Supervisory Services provided to Managed Accounts and our Model Portfolio Management Services are not intended for use with respect to any collective fund, Investment Company, Private Investment Company, other Pooled Investment Vehicle or unitized accounts/vehicles without written consent of Federated Investment Counseling.

• The portfolio will be liquidated or the institution will face bankruptcy.Model portfolio risk: Model Portfolio is a concept where the fund manager constructs a portfolio with a certain number of scripts and allocation for each.

• Outside of Managed Accounts and Model Portfolio Management Services, we may, in certain cases, be responsible for the investment of excess cash in a client’s portfolio, or for recommending investment options to the client, the client’s custodian, or another agent of the client, subject to the client’s investment policies, guidelines and restrictions, and applicable law.

More Definitions of Model Portfolio

Model Portfolio means a diversified investment portfolio of ETFs and/or mutual funds designed to address a specific risk tolerance level and/or investment objective;

Model Portfolio. The total market value of the Fund’s portfolio as placed with the Sub-Adviser by the Adviser.

Model Portfolio means a model portfolio selected by an intermediary on an advisory basis or created by a Discretionary Manager in connection with its discretionary management service provided to Clients in respect

Model Portfolio means the portfolio of the Client for which non-binding and non-discretionary investment advice is provided by the Portfolio Manager under Investment Advisory Portfolio Management Services.

Model Portfolio refers to a portfolio made up of Securities recommended by a Model Manager for designated investment disciplines.

Model Portfolio means the body of selected collective investment securities with pre-defined weights in the portfolio.

Model Portfolio means a collection of Assets, which can be stored, given a unique reference and applied to one or more Accounts. Once created, Model Portfolios can be selected and applied to an Account or Accounts within a Portfolio, or Accounts across a number of Portfolios; rebalancing and