Investment Consultant definition

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

  • Security types and/or strategies not specifically enumerated, but which the Chief Investment Officer and Regents’ Investment Consultant believe are appropriate and consistent with the Investment Policy may also be held, subject to the restrictions in 2c.

  • The Investment Consultant is charged with the responsibility of advising the Board on investment policy, asset allocation that is consistent with the Fund’s investment objectives and risk tolerance, the selection, evaluation and monitoring of Investment Managers, providing reports and analyses on materials events affecting Investment Managers, preparing presentations and papers on topical issues and specific investment projects, and providing performance analysis.

  • The Investment Consultant serves as a fiduciary to the Fund, providing independent information and recommendations directly to the Board.

  • Details on the amount of compensation of any kind or value paid, or expected to be paid, to any placement agent, finder, third-party intermediary or other individual or entity for any services provided in respect of any client of either TRSL’s Investment Consultant (Aon Investments USA Inc.).

  • It is the responsibility of the Investment Consultant to advise the Administrator and the Board which transitions are appropriate candidates for Transition Management.


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 any person, firm or corporation who is qualified and has been engaged by the Board to provide investment advice pursuant to Section 125 of this Chapter.
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 means any individual, group of individuals or entity employed to provide advisory services, including advice on investment objectives and/or asset allocation, investment manager search, and performance monitoring.
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 the principal investment consultant selected by the Board from time to time to advise the Board about the investment functions of the Plan;