Managed Programs definition
Examples of Managed Programs in a sentence
RJA-affiliated Managers and funds are included in the Managers, disciplines, and strategies available for Client’s selection within certain AMS Managed Programs.
For certain AMS Managed Programs and the OSM Platform where the third-party manager provides discretionary investment management services, you acknowledge and agree that Adviser and/or RJA will share with such manager transactional data on the Account and other identifying information regarding you and your Account, as needed or requested by such manager for purpose of providing services to your Account.
Certain AMS Managed Programs offer portfolios investing in exchange traded funds and mutual funds (as referenced below).
Additionally, for certain AMS Managed Programs, AMS undertakes an annual review of the Account to determine if rebalancing is appropriate (see further information in applicable Program Supplements).
In its capacity as Subadviser, AMS offers the Tax Overlay Service (or “TOS”) as an overlay feature for certain AMS Managed Programs that use model portfolio strategies and/or disciplines.
AMS offers the Tax Overlay Service (or “TOS”) as an overlay feature for certain AMS Managed Programs that use model portfolio strategies and/or disciplines in its capacity as Subadviser.
AMS’s duties generally include billing, account opening and workflow processes but also include, in the context of the AMS Managed Programs, selecting investments or other investment advisers in the Program.
In addition, entities associated with the Carillon Family of Funds and funds managed by affiliates of ▇▇▇▇▇▇▇ ▇▇▇▇▇ are offered in certain of the AMS Managed Programs and could be recommended or selected in certain IAR Managed Account Programs and are referred to as “affiliated funds” in RJA’s Disclosure Documents.
AMS’s duties generally include billing account opening and workflow processes but also include, in the context of the AMS Managed Programs, selecting investments or other investment advisers in the Program.
In addition, entities associated with the Carillon Family of Funds and funds managed by affiliates of ▇▇▇▇▇▇▇ ▇▇▇▇▇ are offered in certain of the AMS Managed Programs and could be recommended or selected in certain IAR Managed Account Programs, and are referred to as “affiliated funds” in RJA’s Disclosure Documents.