Investment Approach definition

Investment Approach means a broad outlay of the type of securities and permissible instruments to be invested in by the portfolio manager for the Client, taking into account factors specific to clients and securities which shall inter-alia include but not limited to investment objective, description of type of securities, investment horizon and risks associated with the investment approach.
Investment Approach means a broad outlay of the type of securities and permissible instruments to be invested in by the portfolio manager for the customer, taking into account factors specific to clients and securities.
Investment Approach means any of the current investment approaches or such investment approach that may be introduced at any time in the future by the Portfolio Manager.

Examples of Investment Approach in a sentence

  • Subject to the supervision of the Board of Directors of TIP and subject to the supervision of FAI, the Manager shall direct investment of the Managed Assets in accordance with the Manager's Investment Approach.

  • The Manager hereby accepts this appointment and agrees to render the services herein described in accordance with the Manager Profile (appended to this Agreement as Schedule II) and Investment Guidelines (appended to this Agreement as Schedule III, (together, the "Investment Approach") as such approach may be elaborated, amended, and refined with the mutual consent of Foundation Advisers, Inc.

  • The Manager hereby accepts this appointment and agrees to render the services herein described in accordance with the Manager's Investment Approach set forth in the Manager Profile and Investment Guidelines (the "Investment Guidelines," and together with the Manager Profile, the Manager's "Investment Approach") as such approach may be elaborated, amended, and refined with the mutual consent of Foundation Advisers, Inc.

  • Subject to the supervision of the board of directors of TIP and subject to the supervision of FAI as Investment Adviser to Fund, Manager shall direct investment of the Managed Assets in accordance with Manager's Investment Approach.

  • If the Directed Investment Approach is selected, the Employer must attach its investment policy and retain its own Registered Investment Advisor.


More Definitions of Investment Approach

Investment Approach means a broad outlay of the type of securities and permissible instruments to be
Investment Approach means a broad outlay of the type of securities and permissible instruments to be invested in by the Portfolio Manager for the Client, taking into account factors specific to the securities offered in the portfolios mentioned in this Disclosure Document.
Investment Approach means the investment approach opted by the Client under Application Form.
Investment Approach means a broad outlay of the type of securities and permissible instruments to be invested in by the portfolio manager for the Client, taking into account factors specific to clients and securities which shall inter-alia include but not limited to
Investment Approach means a broad outlay of the type of securities and permissible instruments to be invested in by the portfolio manager for the Client, taking into account factors
Investment Approach means broad outlay of the type of securities and permissible
Investment Approach or “Portfolio” means the type of securities and permissible instruments to be invested in by the Portfolio Manager for Clients, taking into account factors specific to clients and securities. “Portfolio”, when used in the specific context of a Client, means the total holdings of securities and Funds belonging to the said Client.