EPM definition

EPM means the entity priority model which calculates stakeholder claims and respective recoveries across the Group DOCA Companies in accordance with Schedule 2 (Summary of EPM methodology);

EPM means efficient portfolio management as defined in the FCA regulations in COLL sourcebook and in accordance with article 11 of the UCITS eligible assets Directive. These techniques and instruments relate to transferrable securities and approved money market instruments and are economically appropriate as they are realised in a cost effective way. The purpose must be to reduce risk and / or reduce cost and / or generate additional capital or income with a risk level which is consistent the investment objective and the risk diversification rules laid down in the COLL sourcebook;

EPM means efficient portfolio management as defined in the FCA COLL sourcebook and in accordance with article

Examples of EPM in a sentence

• A Fund’s ability to use EPM strategies may be limited by market conditions, regulatory limits and tax considerations.

• In adverse situations, however, a Fund’s use of derivatives may become ineffective in hedging or EPM and a Fund may suffer significant loss as a result.

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

• It is not intended that using derivatives for efficient portfolio management will increase the volatility of the Funds and indeed EPM is intended to reduce volatility.

• Leverage is limited to overdraft use and the gross exposure from EPM techniques.

More Definitions of EPM

EPM means efficient portfolio management as defined in the FCA Rules

EPM or “E” means East of the Principal Meridian;

EPM. A Member who is between the ages of 75 – 84.

EPM has the meaning given to it in the LTD DOCA.

EPM means “efficient portfolio management”;

EPM means efficient portfolio management as defined in the FCA Regulations;

EPM is defined in the preamble.