Model Portfolios definition

Model Portfolios means the 7IM model portfolios of investments which are made available on the Platform from time to time;

Split View

AI-Powered Contracts

Draft, Review & Redline at the Speed of AI

Get StartedSchedule a Demo

Model Portfolios means the discretionary fund-managed model portfolios managed by SVS.

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.

Examples of Model Portfolios in a sentence

• By selecting the ▇▇▇▇▇▇▇ Investments Program, you acknowledge that each Model Portfolio consists of allocations of mutual funds selected solely from proprietary funds managed by ▇▇▇▇▇▇▇ Investments and that no other funds or investments are considered in the construct of any Model Portfolios in this Advisory Account Program.

• By selecting this program, you acknowledge that each Model Portfolio consists of allocations of funds selected solely from proprietary funds managed by Capital Research and that no other funds or investments are considered in the construct of any Model Portfolios in this Advisory Account Program.

• The ▇▇▇▇▇▇▇ Investments Program provides you the opportunity to allocate your investments among asset classes covering a variety of investment strategies through ▇▇▇▇▇▇▇ Investments’ Model Portfolios.

• Thereafter, Capital Research will communicate periodic updates to AMS as changes occur to such Model Portfolios.

• In its capacity as Manager, Capital Research designs, monitors, and delivers Model Portfolios to AMS that are comprised of open-end mutual funds of Capital Research’s affiliate, American Funds, for each Model Portfolio available in the program.

• LPL Research has built three large-cap-oriented Model Portfolios, which have holdings that are constituents of the S&P 500 Index.

• In contrast, LPL utilizes its own capital market assumptions in constructing the Model Portfolios.

• Client also authorizes Portfolio Strategist to provide the Model Portfolio(s) to LPL and authorizes LPL to make the decisions on how to implement the Model Portfolio, including securities selections, allocations, and allocation tolerances within the Model Portfolio in which Program assets will be invested, and authorizes FutureAdvisor to implement rebalancing when determined necessary by the Algorithms (to the extent the thresholds described above have been exceeded).

• LPL Research designs different types of Model Portfolios to meet different investor needs.

• Certain of the Model Portfolios are provided by LPL’s Research Department, rather than a third party Model Advisor.

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.

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.

Model Portfolios means the model portfolios created by SVS as part of its DFM business in which clients’ funds were invested;