Investment Consultant definition

Investment Consultant means any individual or organization employed to provide advisory services, including advice on investment objectives and/or asset allocation, manager search, and performance monitoring.

Investment Consultant means PMA Asset Management, LLC, or such other Person who shall be acceptable to the Governing Board.

Investment Consultant means any entity or person employed to provide advisory services, including advice on investment objective and/or asset allocation, manager search, and performance monitoring.

Examples of Investment Consultant in a sentence

• Investment Consultant agrees that all of its officers, employees and agents who participate in making decisions or recommendations with respect to MCERA shall comply with applicable federal, state and MCERA conflict of interest and placement agent disclosure requirements.

• Upon any cancellation of this Agreement and to the extent requested by MCERA, Investment Consultant shall cooperate with MCERA in good faith to effect a smooth and orderly transfer of services and applicable records to the successor investment consultant.

• Any information or documentation that Investment Consultant provides to MCERA may be subject to public disclosure.

• Investment Consultant hereby acknowledges that MCERA is a public agency subject to state laws, including, without limitation, (i) the California Public Records Act (California Government Code §6250, et seq.) (the “Public Records Act”), which provides generally that all records relating to a public agency’s business are open to public inspection and copying unless otherwise exempted under the Public Records Act, and (ii) the Xxxxx X.

• Investment Consultant or MCERA may cancel this Agreement upon thirty (30) calendar days’ written notice to the other party.

More Definitions of Investment Consultant

Investment Consultant means any entity retained by the Board to make recommendations in developing an investment policy, to assist with finding appropriate Investment Advisers or other investment related professionals, or to monitor the Board’s investments. Investment Consultant does not include non- investment related professionals or professionals offering services that are not directly related to the investment of assets, such as legal counsel, actuary, proxy voting services, services used to track compliance with legal standards, and investment fund of funds where the Board has no direct contractual relationship with the Investment Adviser(s) or partnerships.

Investment Consultant means a private person, corporation, institution or other entity that provides advice on investments and operations of the Program, including, without limitation, advice provided for the purposes of paragraph (a) of subsection 3 of NRS 287.330 and NAC 287.735.

Investment Consultant means a person with a Chartered Financial Analyst designation that is not engaged in the sale of securities or investment products, who may be retained by the Council to provide independent financial advice to the Council and Trustee on the development of the Investment Policy, the selection, monitoring, and evaluation of Investment Managers and portfolio performance;

Investment Consultant or “Consultant” means persons or firms who are contractually retained by the Fund to provide advice to the Fund on investments, Investment Manager selection and monitoring, and other services.

Investment Consultant means a person who monitors the investment performance of the system and provides other services as requested by the board.

Investment Consultant means such company or other persons as the Board may appoint from time to time to provide strategic advice regarding the Plan’s investment policy, investment managers and investment performance issues.

Investment Consultant means the principal investment consultant selected by the Board from time to time to advise the Board about the investment functions of the Plan;