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;
portfolio management means portfolio management as defined in Article 4(1)(8) of Directive 2014/65/EU;
portfolio management or “PM” shall mean the platform provided by the Company via its Website and/or any relevant mobile application/s giving the Client the ability either to become a Portfolio Manager and/ or a PM Investor.
Examples of portfolio management in a sentence
It is noted that the Service does not constitute an asset management tool and under no circumstances shall it be considered as Investment Advice or Portfolio Management.
More Definitions of portfolio management
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.
portfolio management means a discretionary mandate given by you (the Client) to the Company whereby the Company shall be granted full authority to manage the assets held in your IB account for the explicit purpose of generating positive asset returns for the (the Client’s benefit).
portfolio management means undertaking on behalf of a client (whether on a discretionary authority granted by the customer or otherwise):
portfolio management means portfolio management as defined in Article 4(1)(8) of
portfolio management means an activity where a client’s assets are managed in accordance with mandates given by clients on a discretionary client-by-client basis, meaning the investment of such assets under predetermined criteria into financial instruments, and to manage such investments on behalf of the client, where the risks related to such financial instruments and the yields produced by them (gains and losses) shall be borne directly by the client;
portfolio management means managing of investment portfolios in accordance with mandates given by clients on a discretionary client-by-client basis and where such investment portfolios include one or more financial instruments;
portfolio management means the management of portfolios of investments, including those owned by pension funds, in accordance with mandates given by investors on a discretionary, client-by-client basis, where such portfolios include one or more instruments listed in Annex I, Section C to Directive 2004/39/EC;