Model Portfolios definition

Model Portfolios means the 7IM model portfolios of investments which are made available on the Platform from time to time;
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Model Portfolios means the discretionary fund-managed model portfolios managed by SVS.
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Model Portfolios means the range of asset allocation portfolio models maintained and managed by any sub-advisor which are to be used to manage the individual accounts of Participants who have elected, or are deemed to have elected, to invest in such Model Portfolios under the Plan.
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Examples of Model Portfolios in a sentence

  • Some investment products such as direct shares, term deposits, illiquid funds, SMA Model Portfolios and capital protected products are excluded from automatic re-weighting.No Go to next questionYes Complete the details belowRe-weight my entire portfolio.

  • The fee for the Researcher’s Pick Model Portfolios is deducted from the platform cash account.

  • Depending on the Model Portfolio(s) selected, a different charge structure may apply.

  • You should indicate here how your investment in the SMA should be applied between the available Model Portfolios on initial entry and whether this weighting should be applied on a fixed or floating basis (refer to “Investments in the SMA” for additional information on this choice).

  • As part of your ongoing Financial Planning Service, you may be advised that the Model Portfolio(s) that Your Portfolio(s) is referencing is no longer suitable for you and that a different Model Portfolio is suitable for Your Portfolio(s) to reference.

  • If you no longer wish to have the Model Portfolio Manager managing the Model Portfolio(s) which Your Portfolio references, this Service will terminate so that you hold Your Portfolio Assets directly on the Hub.

  • If we receive instructions from your Adviser, acting as your agent, to change the Model Portfolio(s) that Your Portfolio(s) reference to a different Model Portfolio, or if there is a Rebalancing triggered for Your Portfolio, we will create and execute orders to buy and/or sell investments to ensure that Your Portfolio continues to be aligned with the relevant Model Portfolio that Your Portfolio references.

  • For more detailed information please refer to the Factsheet(s) for the Model Portfolio(s).

  • Your Adviser will get in touch with you in accordance with paragraph 13 (Changing the reference Model Portfolio, monitoring Your Portfolio and Rebalancing) above to discuss which other Model Portfolios may be suitable for Your Portfolio to reference.

  • If you don’t agree with this change this may mean that the Model Portfolio(s) that Your Portfolio(s) reference are no longer suitable for you – see paragraph 18 for the consequences of this.


More Definitions of Model Portfolios

Model Portfolios. Portfolios managed by sub-advisors with various investment styles that include different underlying investments.  Other: Appropriate investments in other styles, sectors, or asset classes offered through vehicles such as exchange-traded funds (ETFs), mutual funds, and collective investment trusts (CITs) will be considered for diversification purposes, depending on the specific needs of the Plan and its participants. Redhawk will also consider additional investment categories based on Plan needs.
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Model Portfolios means the model portfolios of Investments in allocated percentages that are created and updated by Invesco from time to time on the Invesco MPS Sites, and which are the subject of these Terms.
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Model Portfolios means the model portfolios created by SVS as part of its DFM business in which clients’ funds were invested;
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Related to Model 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.

  • Initial Portfolio means the initial portfolio of Receivables, comprising Eligible Assets, purchased by the Guarantor from the Seller pursuant to the Master Loans Purchase Agreement.

  • Collateral Portfolio means all right, title, and interest (whether now owned or hereafter acquired or arising, and wherever located) of the Borrower in the property identified below in clauses (i) through (iv) and all accounts, cash and currency, chattel paper, tangible chattel paper, electronic chattel paper, copyrights, copyright licenses, equipment, fixtures, contract rights, general intangibles, instruments, certificates of deposit, certificated securities, uncertificated securities, financial assets, securities entitlements, commercial tort claims, deposit accounts, inventory, investment property, letter-of-credit rights, software, supporting obligations, accessions, or other property consisting of, arising out of, or related to any of the following (in each case excluding the Retained Interest and the Excluded Amounts):

  • Portfolio Assets means all Loan Assets owned by the Borrower, together with all proceeds thereof and other assets or property related thereto, including all right, title and interest of the Borrower in and to:

  • Portfolio means any account, trust or other investment vehicle (except "Fund") over which the Firm has investment management discretion.

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

  • At-risk student means any identified student who needs additional support and who is not meeting or not expected to meet the established goals of the educational program (academic, personal/social, career/vocational). At-risk students include but are not limited to students in the following groups: homeless children and youth, dropouts, returning dropouts, and potential dropouts.

  • Securitization Assets means any accounts receivable or other revenue streams subject to a Qualified Securitization Financing.

  • Pool means a voluntary arrangement, established on an ongoing basis, pursuant to which two or more insurers participate in the sharing of risks on a predetermined basis. The pool may operate through an association, syndicate, or other pooling agreement.

  • Business Assets means all tangible and intangible property and assets owned (either directly or indirectly), leased, licensed, loaned, operated or used, including all real property, fixed assets, facilities, equipment, inventories and accounts receivable, by the Corporation and the Subsidiaries in connection with the Business;

  • Fixed Assets means the Equipment and Real Estate of the Borrower.

  • Reference Portfolio means, the notional portfolio made up of each Reference Asset, as described in this Information Statement under “Reference Portfolio”.