Lead Portfolio Manager definition

Lead Portfolio Manager means any employee of the Adviser who has direct responsibility and authority to make investment decisions for any Fund or any Lead Model Portfolio Account.
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Examples of Lead Portfolio Manager in a sentence

  • She was the Lead Portfolio Manager responsible for the Securitized Investment Strategies.

  • For purposes of Section A of this policy, the Lead Portfolio Manager is defined as the portfolio manager that heads the Portfolio Management Staff for High Yield Instruments.

  • Name Position with PineStone Management and Principal Occupation ▇▇▇▇▇ ▇▇▇▇ Chief Executive Officer, Chief Investment Officer and Lead Portfolio Manager ▇▇▇▇▇ ▇▇▇▇▇▇▇ Chief Compliance Officer ▇▇▇▇▇▇ ▇▇▇▇ Head of Finance Day-to-day management of the Portfolio will be the responsibility of the following portfolio managers: Portfolio Manager Biographical Information ▇▇▇▇▇ ▇▇▇▇, MBA, CFA ▇▇.

  • Meeting to review the Watch List (including Problem Loans) will be held by the Lead Portfolio Manager and the Portfolio Management Team as needed.

  • New negative developments which affect the ability of a borrower to meet its obligations to GMS Finance on a timely basis must be discussed amongst the Lead Portfolio Manager and the Portfolio Management Staff.

  • As a result of changes in the risk profile of transactions, appropriate upgrades or downgrades in the Internal Risk Rating should be made by the Lead Portfolio Manager and the Portfolio Management Staff.

  • Changes in an Internal Risk Rating may be made at the discretion of the Lead Portfolio Manager and Portfolio Management Staff.

  • By: /s/ ▇▇▇▇▇ ▇▇▇▇▇▇▇ Name: ▇▇▇▇▇ ▇▇▇▇▇▇▇ Title: SVP Lead Portfolio Manager Supporting Holder’s principal amount of: 2028 Senior Notes: [Omitted] 2026 Senior Notes: [Omitted] [Signature Page to Forbearance Agreement] By: /s/▇▇▇▇▇▇▇▇▇▇▇ ▇.

  • It is the responsibility of the Lead Portfolio Manager and the Portfolio Management Staff to make an assessment as to whether the negative developments warrant a downgrade to the Problem Loan categories or deeper into those categories.

Related to Lead Portfolio Manager

  • 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 Managers means MSIM Employees who are primarily responsible for the day- to-day management of a Client portfolio.

  • portfolio management means managing portfolios in accordance with mandates given by clients on a discretionary client-by-client basis where such portfolios include one or more financial instruments;

  • Discretionary Portfolio Management Services means the portfolio management services rendered to the Client by the Portfolio Manager on the terms and conditions contained in the agreement, where under the Portfolio Manager exercises any degree of discretion in the investments or management of assets of the Client.

  • Portfolio Management Services means management of the investment and reinvestment of the assets belonging to the Series, consisting specifically of the following: