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
Utility Bill Management Services Ongoing data management services to acquire utility bills, validate, and report Accounts Payable File Integration Ongoing production of a monthly, and bespoke, AP file from utility billing information Energy Star Portfolio Manager Integration Ongoing monthly reporting to ESPM from E&S module Ad-hoc Consulting Services To be determined support and advisory services - i.e., energy analysis, energy management, carbon reporting, etc.
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.