Managed Portfolios definition

Managed Portfolios means any client portfolio of Context subject to an Investment Management Agreement or similar agreement between Context and a client.
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Managed Portfolios means the portfolio management services provided by iFAST in accordance with the terms and conditions as determined by iFAST from time to time;
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Managed Portfolios means the portfolio management services provided by iFAST to the Customer, whereby iFAST exercises absolute discretion with respect to the investments or managements of the Customer’s assets in accordance with the terms and conditions as determined by iFAST from time to time;
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Examples of Managed Portfolios in a sentence

  • NEBRASKA MUNICIPAL FUND Series of Integrity Managed Portfolios By ________________________________ ▇▇▇▇▇▇▇ ▇.

  • At the Company's direction the Master Trustee shall separate all or a portion of the Master Trust into one or more Separately Managed Portfolios.

  • The Company may determine to offer as investment options: (i) Fidelity Mutual Funds, (ii) Outside Mutual Funds, (iii) Separately Managed Portfolios, (iv) Ford Stock, (v) Notes evidencing loans to Participants in accordance with the terms of the Plans, (vi) Existing GICs, and (vii) Commingled Pools.

  • Termination Certain of the Funds may only be held with RMFI through the RBC Managed Portfolios Program .

  • Therefore, upon termination of your RBC Managed Portfolios Account, RMFI may redeem all the Funds in your RBC Managed Portfolios Account .

  • Withdrawals You may request withdrawals from your RBC Managed Portfolios Account (minimum $250) by contacting your RMFI mutual funds representative .

  • RBC GAM will then sell assets from your RBC Managed Portfolios Account on a pro-rata basis in accordance with your selected Investment Profile, as necessary, to fund the withdrawal .

  • RBC GAM will then sell assets from your RBC Managed Portfolios Account on a pro-rata basis in accordance with your selected Investment Profile, as necessary, to fund the withdrawal.

  • Payment.................................................................................

  • Fees and expenses RMFI is authorized to debit your RBC Managed Portfolios Account with the fees outlined below and any expenses outlined in the Agreement.

Related to Managed Portfolios

  • Portfolios means the constituent series of the Fund, but for purposes of this Section 14.1 shall not include Portfolios excepted from the requirements of paragraph (a) of Rule 22c-2 by paragraph (b) of Rule 22c-2.

  • Managed Assets means the total assets of the Trust (including any assets attributable to money borrowed for investment purposes) minus the sum of the Trust’s accrued liabilities (other than money borrowed for investment purposes).

  • Investment Portfolio means invested assets (including cash and cash equivalents, short-term investments, bonds or other fixed income securities and equity investments).

  • Managed Accounts means an account that is professionally managed through a wrap program. Managed Accounts require pre-approval through the Compliance Department prior to starting up the account. The Compliance Department will consider the facts and circumstances of the account, including the functions and duties of the employees, when approving or denying such accounts. In addition, preclearance is exempt with Managed Accounts, however, all trades still require reporting and duplicate statements and confirmations are required to be sent to the Compliance Department. Preclearance is only exempt for trades initiated by the wrap manager. All trades initiated by the employee require preclearance.

  • Managed Account means an account of a client for which a person or company makes the investment decisions if that person or company has discretion to trade in securities for the account without requiring the client’s express consent to a transaction;